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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 %
RWM
301
Rench Wealth Management
Texas
$3.65M +$166K +2,042 +5%
CPS
302
Counsel Portfolio Services
Ontario, Canada
$3.62M -$561K -6,919 -13%
Wellington Management Group
303
Wellington Management Group
Massachusetts
$3.62M +$3.62M +44,640 New
ISL
304
Ingalls & Snyder LLC
New York
$3.62M +$31.7K +391 +0.9%
PHIMC
305
Private Harbour Investment Management & Counsel
Ohio
$3.61M -$55.5K -684 -2%
CPIM
306
Columbia Partners Investment Management
Virginia
$3.61M +$2.56M +31,545 +243%
JAM
307
Jolley Asset Management
North Carolina
$3.6M -$220K -2,712 -6%
CFS
308
Community Financial System
New York
$3.55M -$4.22K -52 -0.1%
MIM
309
Marco Investment Management
Georgia
$3.54M -$66.9K -825 -2%
WIC
310
Woodmont Investment Counsel
Tennessee
$3.54M -$133K -1,643 -4%
FBB
311
Fulton Breakefield Broenniman
Maryland
$3.47M -$88.2K -1,087 -2%
CB
312
Commerce Bank
Missouri
$3.47M +$42K +518 +1%
SBAM
313
Santa Barbara Asset Management
California
$3.45M +$349K +4,305 +11%
MCM
314
Matterhorn Capital Management
Texas
$3.44M -$339K -4,176 -9%
RhumbLine Advisers
315
RhumbLine Advisers
Massachusetts
$3.42M -$27.2K -335 -0.8%
CCM
316
Covington Capital Management
California
$3.35M +$723K +8,822 +28%
HA
317
Hamel Associates
New Jersey
$3.31M -$15.8K -195 -0.5%
TCCM
318
Timber Creek Capital Management
Massachusetts
$3.29M -$33.9K -418 -1%
PMG
319
ProVise Management Group
Florida
$3.27M +$91.7K +1,131 +3%
AllianceBernstein
320
AllianceBernstein
Tennessee
$3.22M -$38.5K -475 -1%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$3.2M -$56.7K -699 -2%
RW
322
Rand Wealth
Maryland
$3.19M -$1.38M -17,053 -30%
SAM
323
Sectoral Asset Management
Quebec, Canada
$3.14M +$317K +3,906 +11%
SAM
324
Shamrock Asset Management
Texas
$3.13M +$27K +333 +0.9%
EIP
325
Epoch Investment Partners
New York
$3.12M +$107K +1,317 +4%
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