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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$71.6M
2
MHI
Miller Howard Investments
New York
+$59.3M
3
VKH
Virtu KCG Holdings
New York
+$50.9M
4
AG
Aperio Group
California
+$45.8M
5
Northern Trust
Northern Trust
Illinois
+$44.9M

Top Sellers

1
Primecap Management
Primecap Management
California
-$230M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$143M
3
TCIM
TIAA CREF Investment Management
New York
-$101M
4
WHG
Westwood Holdings Group
Texas
-$73.8M
5
HTC
Haverford Trust Company
Pennsylvania
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
276
Dunvegan Associates
California
$4.06M -$381K -5,001 -9%
TC
277
Taylor Cottrill
New Hampshire
$4.02M -$59.5K -781 -1%
KB
278
Kimelman & Baird
New York
$4.02M +$1.19M +15,624 +42%
ABC
279
Associated Banc-Corp
Wisconsin
$4.01M +$31.8K +417 +0.8%
BEAM
280
Baker Ellis Asset Management
Washington
$3.94M -$206K -2,698 -5%
GHA
281
GW Henssler & Associates
Georgia
$3.93M -$507K -6,658 -11%
CPS
282
Counsel Portfolio Services
Ontario, Canada
$3.93M – – –
GCM
283
Garland Capital Management
Washington
$3.93M +$55.2K +725 +1%
VAM
284
Visium Asset Management
New York
$3.92M -$9.47M -124,349 -71%
FAB
285
First American Bank
Illinois
$3.92M +$357K +4,692 +10%
FA
286
FDx Advisors
Illinois
$3.92M -$524K -6,885 -12%
CAM
287
Carret Asset Management
New York
$3.88M +$14.9K +195 +0.4%
CIM
288
Calvert Investment Management
Maryland
$3.83M +$1.12M +14,646 +41%
RFC
289
Regions Financial Corp
Alabama
$3.82M +$119K +1,567 +3%
WB
290
Webster Bank
Connecticut
$3.81M -$158K -2,075 -4%
UCFA
291
United Capital Financial Advisors
Texas
$3.75M +$1.77M +23,260 +90%
BAAM
292
Baker Avenue Asset Management
California
$3.74M +$124K +1,629 +3%
MA
293
Montag & Associates
Georgia
$3.7M +$273K +3,582 +8%
BFO
294
Boston Family Office
Massachusetts
$3.65M -$127K -1,662 -3%
GG
295
Greenwood Gearhart
Arkansas
$3.65M +$22.4K +294 +0.6%
SFP
296
Santa Fe Partners
New Mexico
$3.64M +$1.05M +13,826 +41%
EAM
297
EULAV Asset Management
Florida
$3.62M – – –
ABP
298
Arthur B. Page
$3.61M +$51K +669 +1%
JAM
299
Jolley Asset Management
North Carolina
$3.59M -$65.3K -857 -2%
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$3.57M +$138K +1,810 +4%
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