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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
Northern Trust
Illinois
$365M
4
Parnassus Investments
Parnassus Investments
California
$246M
5
TAM
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
Franklin Resources
California
$239M
3
Invesco
Invesco
Georgia
$254M
4
BBHC
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
276
WhitTier Trust Company
Nevada
$4.35M -$112K -1,382 -3%
BTW
277
Boston Trust Walden
Massachusetts
$4.35M +$1.49M +18,330 +52%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$4.33M -$803K -9,893 -16%
TC
279
Taylor Cottrill
New Hampshire
$4.31M +$27.2K +335 +0.6%
DA
280
Dunvegan Associates
California
$4.3M -$24K -296 -0.6%
CIM
281
Calvert Investment Management
Maryland
$4.2M +$125K +1,536 +3%
ABC
282
Associated Banc-Corp
Wisconsin
$4.18M -$84.8K -1,045 -2%
GCM
283
Garland Capital Management
Washington
$4.18M – – –
FAB
284
First American Bank
Illinois
$4.17M -$4.38K -54 -0.1%
BFO
285
Boston Family Office
Massachusetts
$4.1M +$210K +2,583 +5%
CAM
286
Carret Asset Management
New York
$4.09M -$50.2K -619 -1%
BEAM
287
Baker Ellis Asset Management
Washington
$4.06M -$134K -1,655 -3%
TG
288
TCW Group
California
$4.05M +$949K +11,696 +31%
GG
289
Greenwood Gearhart
Arkansas
$4.04M +$150K +1,853 +4%
BAAM
290
Baker Avenue Asset Management
California
$4.02M +$43K +530 +1%
GHA
291
GW Henssler & Associates
Georgia
$3.99M -$193K -2,381 -5%
VV
292
Verity & Verity
South Carolina
$3.91M +$119K +1,463 +3%
BFG
293
Beacon Financial Group
Texas
$3.88M -$2.81M -34,670 -42%
KB
294
Kimelman & Baird
New York
$3.87M -$407K -5,022 -10%
KIA
295
KCM Investment Advisors
California
$3.87M +$217K +2,678 +6%
ABP
296
Arthur B. Page
$3.86M +$24.9K +307 +0.6%
DCMM
297
DG Capital Management (Massachusetts)
Massachusetts
$3.82M -$1.02M -12,599 -21%
RFC
298
Regions Financial Corp
Alabama
$3.78M -$294K -3,620 -7%
MA
299
Montag & Associates
Georgia
$3.77M -$175K -2,153 -4%
NB
300
NBT Bank
New York
$3.77M -$583K -7,191 -13%
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