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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
+$222M
2
TH
TCTC Holdings
Texas
+$40.1M
3
PP
PDT Partners
New York
+$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$34.6M
5
Wells Fargo
Wells Fargo
California
+$30.7M

Top Sellers

1
Primecap Management
Primecap Management
California
-$151M
2
SCM
Sterling Capital Management
North Carolina
-$80.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.2M
4
Northern Trust
Northern Trust
Illinois
-$67.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCMM
276
DG Capital Management (Massachusetts)
Massachusetts
$4.52M +$547K +6,489 +14%
FAB
277
First American Bank
Illinois
$4.52M +$181K +2,151 +4%
WTC
278
WhitTier Trust Company
Nevada
$4.5M -$24.7K -293 -0.5%
DLCIG
279
D.L. Carlson Investment Group
New Hampshire
$4.46M -$394K -4,666 -8%
DA
280
Dunvegan Associates
California
$4.44M -$37.7K -447 -0.8%
CPS
281
Counsel Portfolio Services
Ontario, Canada
$4.42M +$659K +7,812 +18%
GHA
282
GW Henssler & Associates
Georgia
$4.41M +$255K +3,021 +6%
TC
283
Taylor Cottrill
New Hampshire
$4.38M -$98.4K -1,167 -2%
ABC
284
Associated Banc-Corp
Wisconsin
$4.32M -$28.8K -342 -0.7%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$4.28M -$224K -2,654 -5%
GCM
286
Garland Capital Management
Washington
$4.27M -$79.9K -948 -2%
BFO
287
Boston Family Office
Massachusetts
$4.26M +$1.43K +17 +0%
GG
288
Greenwood Gearhart
Arkansas
$4.23M +$31.5K +374 +0.8%
BEAM
289
Baker Ellis Asset Management
Washington
$4.22M – – –
TG
290
TCW Group
California
$4.21M – – –
FA
291
FDx Advisors
Illinois
$4.2M -$1.33M -15,730 -24%
BAAM
292
Baker Avenue Asset Management
California
$4.19M +$8.94K +106 +0.2%
CAM
293
Carret Asset Management
New York
$4.14M -$104K -1,234 -2%
ABP
294
Arthur B. Page
$4.12M +$105K +1,250 +3%
PWP
295
Private Wealth Partners
California
$4.12M +$2.79M +33,089 +210%
VV
296
Verity & Verity
South Carolina
$4.03M -$35.8K -424 -0.9%
CPIM
297
Columbia Partners Investment Management
Virginia
$4M +$246K +2,917 +7%
KIA
298
KCM Investment Advisors
California
$3.95M -$70.3K -834 -2%
NB
299
NBT Bank
New York
$3.92M +$2.19K +26 +0.1%
SAM
300
Sectoral Asset Management
Quebec, Canada
$3.92M +$650K +7,701 +20%
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