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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 %
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$3.91M +$1.12M +13,247 +40%
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$3.88M -$13.5M -159,693 -78%
RWM
303
Rench Wealth Management
Texas
$3.86M +$63.5K +753 +2%
CCM
304
Covington Capital Management
California
$3.85M +$398K +4,719 +12%
CIM
305
Calvert Investment Management
Maryland
$3.82M -$543K -6,440 -12%
PHIMC
306
Private Harbour Investment Management & Counsel
Ohio
$3.75M -$3.54K -42 -0.1%
EA
307
Euclid Advisors
Connecticut
$3.74M +$3.74M +44,305 New
FBB
308
Fulton Breakefield Broenniman
Maryland
$3.71M +$95K +1,126 +3%
ISL
309
Ingalls & Snyder LLC
New York
$3.69M -$73.4K -870 -2%
RFC
310
Regions Financial Corp
Alabama
$3.67M -$254K -3,013 -6%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$3.67M +$499K +5,915 +16%
CB
312
Commerce Bank
Missouri
$3.66M +$55.7K +660 +2%
JAM
313
Jolley Asset Management
North Carolina
$3.65M -$93K -1,103 -2%
SCM
314
Stevens Capital Management
Pennsylvania
$3.64M -$1.37M -16,295 -27%
MA
315
Montag & Associates
Georgia
$3.64M -$284K -3,365 -7%
CFS
316
Community Financial System
New York
$3.63M -$61.2K -726 -2%
MCM
317
Matterhorn Capital Management
Texas
$3.63M +$49.2K +583 +1%
PMG
318
ProVise Management Group
Florida
$3.57M +$165K +1,959 +5%
RhumbLine Advisers
319
RhumbLine Advisers
Massachusetts
$3.56M – – –
WIC
320
Woodmont Investment Counsel
Tennessee
$3.49M -$191K -2,259 -5%
SBAM
321
Santa Barbara Asset Management
California
$3.48M -$110K -1,302 -3%
EIP
322
Epoch Investment Partners
New York
$3.42M +$178K +2,109 +5%
TCCM
323
Timber Creek Capital Management
Massachusetts
$3.41M -$6.58K -78 -0.2%
HA
324
Hamel Associates
New Jersey
$3.4M -$44.7K -530 -1%
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$3.39M +$3.39M +40,176 New
11 12
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