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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 %
VV
301
Verity & Verity
South Carolina
$3.56M +$75.3K +988 +2%
WIC
302
Woodmont Investment Counsel
Tennessee
$3.45M -$516K -6,771 -13%
PHIMC
303
Private Harbour Investment Management & Counsel
Ohio
$3.45M -$74.5K -978 -2%
KIA
304
KCM Investment Advisors
California
$3.43M +$86.4K +1,134 +3%
MCM
305
Matterhorn Capital Management
Texas
$3.41M -$32.5K -444 -0.9%
MIM
306
Marco Investment Management
Georgia
$3.39M +$145K +1,898 +4%
Barclays
307
Barclays
United Kingdom
$3.37M +$2.73M +35,767 +422%
ISL
308
Ingalls & Snyder LLC
New York
$3.37M +$56.5K +742 +2%
FBB
309
Fulton Breakefield Broenniman
Maryland
$3.34M +$105K +1,376 +3%
CFS
310
Community Financial System
New York
$3.34M -$11.7K -153 -0.3%
RWM
311
Rench Wealth Management
Texas
$3.27M +$1.83M +24,023 +127%
RhumbLine Advisers
312
RhumbLine Advisers
Massachusetts
$3.24M +$68K +893 +2%
HTC
313
Haverford Trust Company
Pennsylvania
$3.23M -$70.3M -923,054 -96%
CB
314
Commerce Bank
Missouri
$3.22M +$155K +2,040 +5%
WIC
315
Whitegate Investment Counselors
New Hampshire
$3.15M +$3.15M +48,582 New
HA
316
Hamel Associates
New Jersey
$3.12M -$42.5K -558 -1%
TCCM
317
Timber Creek Capital Management
Massachusetts
$3.12M -$1.66M -21,779 -35%
PWS
318
Peloton Wealth Strategists
Indiana
$3.1M – – –
DD
319
Dominick & Dominick
New York
$3.09M +$417K +5,469 +16%
AllianceBernstein
320
AllianceBernstein
Tennessee
$3.06M -$266K -3,493 -8%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$3.06M +$207K +2,715 +7%
CC
322
Cannell & Co
New York
$3.02M +$3.02M +39,683 New
PMG
323
ProVise Management Group
Florida
$2.99M +$117K +1,534 +4%
RIM
324
Reliant Investment Management
Tennessee
$2.96M -$18.3K -240 -0.6%
RC
325
Roundview Capital
New Jersey
$2.94M -$8.46K -111 -0.3%
11 12
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