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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$247M
2
TH
TCTC Holdings
Texas
$40.1M
3
PP
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
Primecap Management
California
$2.09B
2
SCM
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
251
Timothy F. Fidgeon
$5.52M +$13.6K +161 +0.2%
EVM
252
Evelyn V. Moreno
$5.51M -$21.3K -253 -0.4%
WC
253
Wexford Capital
Florida
$5.45M +$5.45M +64,561 New
MJP
254
Michael J. Puzo
$5.32M -$48.1K -570 -0.9%
BCM
255
Bourgeon Capital Management
Connecticut
$5.29M +$5.23K +62 +0.1%
VCM
256
Vigilant Capital Management
Maine
$5.27M -$72K -854 -1%
HKIM
257
Hayek Kallen Investment Management
Alabama
$5.27M -$286K -3,385 -5%
WFG
258
Windsor Financial Group
Minnesota
$5.15M -$66K -783 -1%
BI
259
Boulegeris Investments
Georgia
$5.04M +$5.04M +59,765 New
LG
260
LaFleur & Godfrey
Michigan
$5.04M -$147K -1,746 -3%
WCM
261
Wallace Capital Management
Texas
$4.98M +$155K +1,833 +3%
LPC
262
Loeb Partners Corp
New York
$4.97M -$311K -3,683 -6%
TD Asset Management
263
TD Asset Management
Ontario, Canada
$4.97M -$1.73M -20,559 -26%
CRC
264
Curi RMB Capital
Illinois
$4.97M -$811K -9,619 -14%
TGI
265
Tradewinds Global Investors
California
$4.94M -$10.5M -124,847 -68%
SC
266
Scotia Capital
Ontario, Canada
$4.93M -$3.04K -36 -0.1%
CAM
267
Cubic Asset Management
Massachusetts
$4.91M -$18.8K -223 -0.4%
AAIM
268
American Assets Investment Management
California
$4.87M – – –
TSBJ
269
Trevor, Stewart, Burton & Jacobsen
New York
$4.85M +$1.01K +12 +0%
EHC
270
Everett Harris & Co
California
$4.79M +$3.54K +42 +0.1%
ST
271
Stifel Trust
Missouri
$4.78M -$54.2K -642 -1%
RC
272
RegentAtlantic Capital
New Jersey
$4.77M -$111K -1,316 -2%
SFPIA
273
Stevens First Principles Investment Advisors
California
$4.67M -$15.5K -184 -0.3%
CCM
274
Carderock Capital Management
Maryland
$4.61M +$1.84M +21,829 +66%
BTW
275
Boston Trust Walden
Massachusetts
$4.53M +$4.72K +56 +0.1%
9 10
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