NVS icon

Novartis
NVS

Overview Fund Activity

918 hedge funds and large institutions have $22.3B invested in Novartis in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 47 closing their positions.

Holders
918
Holders Change
+44
Holders Change %
+5.03%
% of All Funds
24.5%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.65%
New
101
Increased
335
Reduced
320
Closed
47
Calls
$183M
Puts
$76.9M
Net Calls
+$106M
Net Calls Change
+$28.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$452M
2
SCM
2
Sterling Capital Management
North Carolina
$138M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$79.8M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$87.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$962M
3
IC
3
Institutional Capital
Illinois
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
5
Dodge & Cox
California
$4.66B
Name Market Value Shares Shares
Change 		Shares
Change %
RC
276
RegentAtlantic Capital
New Jersey
$4.61M 49,781 -847 -2%
BTW
277
Boston Trust Walden
Massachusetts
$4.57M 49,310 +1,200 +2%
California Public Employees Retirement System
278
California Public Employees Retirement System
California
$4.56M 46,053 -216,898 -82%
CCM
279
Carderock Capital Management
Maryland
$4.53M 48,925 -87 -0.2%
SFPIA
280
Stevens First Principles Investment Advisors
California
$4.49M 48,501 -1,150 -2%
FAB
281
First American Bank
Illinois
$4.47M 48,282 +276 +0.6%
GCM
282
Garland Capital Management
Washington
$4.47M 48,200 +2,850 +6%
WTC
283
WhitTier Trust Company
Nevada
$4.44M 47,897 +76 +0.2%
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$4.41M 47,539 +6,055 +15%
Mirae Asset Global Investments
285
Mirae Asset Global Investments
South Korea
$4.4M 47,490 +8,490 +22%
GHA
286
GW Henssler & Associates
Georgia
$4.35M 46,920 +106 +0.2%
ARTA
287
A.R.T. Advisors
New York
$4.29M 46,310 +17,064 +58%
CRC
288
Curi RMB Capital
Illinois
$4.28M 46,234 -6,522 -12%
TC
289
Taylor Cottrill
New Hampshire
$4.25M 45,872 -700 -2%
DCMM
290
DG Capital Management (Massachusetts)
Massachusetts
$4.25M 45,850 -2,170 -5%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$4.25M 45,827 +369 +0.8%
GG
292
Greenwood Gearhart
Arkansas
$4.21M 45,400 +490 +1%
DA
293
Dunvegan Associates
California
$4.2M 45,316 -1,808 -4%
BFO
294
Boston Family Office
Massachusetts
$4.19M 45,230 -36 -0.1%
BF
295
BOK Financial
Oklahoma
$4.18M 45,151 +24,497 +119%
CPS
296
Counsel Portfolio Services
Ontario, Canada
$4.17M 45,000 -2,000 -4%
PMG
297
ProVise Management Group
Florida
$4.17M 44,988 +7,065 +19%
BCM
298
Bourgeon Capital Management
Connecticut
$4.16M 44,860 -11,300 -20%
BEAM
299
Baker Ellis Asset Management
Washington
$4.12M 44,456 -400 -0.9%
ABP
300
Arthur B. Page
$4.08M 44,049 +245 +0.6%
10 11
12
13 14