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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$185M
2
Boston Partners
Boston Partners
Massachusetts
+$182M
3
TCIM
TIAA CREF Investment Management
New York
+$61.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.5M
5
WCM
Wedge Capital Management
North Carolina
+$44.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
2
EAM
Edge Asset Management
Washington
-$74.7M
3
BBHC
Brown Brothers Harriman & Co
New York
-$69.8M
4
Northern Trust
Northern Trust
Illinois
-$44.6M
5
VKH
Virtu KCG Holdings
New York
-$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Stifel Trust
Missouri
$4.29M -$261K -3,625 -6%
NB
277
NBT Bank
New York
$4.21M -$898K -12,474 -18%
DA
278
Dunvegan Associates
California
$4.2M -$169K -2,341 -4%
GHA
279
GW Henssler & Associates
Georgia
$4.2M -$53.6K -744 -1%
FA
280
FDx Advisors
Illinois
$4.19M -$979K -13,599 -19%
AAIM
281
American Assets Investment Management
California
$4.16M – – –
KFC
282
Klingenstein Fields & Co
New York
$4.13M -$253K -3,515 -6%
SFPIA
283
Stevens First Principles Investment Advisors
California
$4.04M -$115K -1,596 -3%
BCM
284
Bourgeon Capital Management
Connecticut
$4.01M +$22.1K +307 +0.6%
BEAM
285
Baker Ellis Asset Management
Washington
$3.92M -$51K -708 -1%
TG
286
TCW Group
California
$3.86M +$606K +8,420 +19%
RW
287
Rand Wealth
Maryland
$3.86M +$137K +1,907 +4%
TC
288
Taylor Cottrill
New Hampshire
$3.86M +$24.1K +335 +0.6%
WCM
289
Wallace Capital Management
Texas
$3.82M +$127K +1,759 +3%
WTC
290
WhitTier Trust Company
Nevada
$3.8M +$365K +5,064 +11%
ABC
291
Associated Banc-Corp
Wisconsin
$3.76M +$6.05K +84 +0.2%
WIC
292
Woodmont Investment Counsel
Tennessee
$3.75M -$129K -1,790 -3%
WB
293
Webster Bank
Connecticut
$3.75M -$72.4K -1,005 -2%
CPS
294
Counsel Portfolio Services
Ontario, Canada
$3.71M +$1.44M +19,976 +63%
GCM
295
Garland Capital Management
Washington
$3.66M +$44.2K +614 +1%
CAM
296
Carret Asset Management
New York
$3.66M +$49.4K +686 +1%
BFO
297
Boston Family Office
Massachusetts
$3.57M -$14.1K -196 -0.4%
RFC
298
Regions Financial Corp
Alabama
$3.5M +$1.07M +14,876 +44%
JAM
299
Jolley Asset Management
North Carolina
$3.45M -$44.9K -624 -1%
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$3.44M -$127K -1,759 -4%
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