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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.

New
Increased
Maintained
Reduced
Closed
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
SCM
1
Sterling Capital Management
North Carolina
$138M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$181M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$79.8M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$87.6M
5
Northern Trust
5
Northern Trust
Illinois
$354M

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 Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Carret Asset Management
New York
$4.04M -$42.9K -517 -1%
Federated Hermes
302
Federated Hermes
Pennsylvania
$4.03M +$1.03M +12,349 +34%
FA
303
FDx Advisors
Illinois
$4M -$136K -1,644 -3%
VV
304
Verity & Verity
South Carolina
$3.99M +$27.5K +331 +0.7%
NB
305
NBT Bank
New York
$3.97M +$111K +1,333 +3%
CCM
306
Covington Capital Management
California
$3.97M +$181K +2,175 +5%
BAAM
307
Baker Avenue Asset Management
California
$3.96M -$168K -2,023 -4%
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$3.95M +$130K +1,569 +3%
ABC
309
Associated Banc-Corp
Wisconsin
$3.94M -$315K -3,794 -7%
BUB
310
BBVA USA Bancshares
Texas
$3.93M +$694K +8,361 +21%
KIA
311
KCM Investment Advisors
California
$3.91M +$16K +193 +0.4%
CIM
312
Calvert Investment Management
Maryland
$3.86M +$100K +1,207 +3%
MA
313
Montag & Associates
Georgia
$3.86M +$283K +3,404 +8%
EA
314
Euclid Advisors
Connecticut
$3.78M +$97.3K +1,172 +3%
SAG
315
Sterne Agee Group
Alabama
$3.75M +$1.27M +15,310 +51%
LTFS
316
Ladenburg Thalmann Financial Services
Florida
$3.74M +$1.08M +13,008 +41%
SC
317
SouthState Corp
Florida
$3.73M +$1.33M +16,025 +55%
Barclays
318
Barclays
United Kingdom
$3.73M +$3.02M +36,630 +425%
RhumbLine Advisers
319
RhumbLine Advisers
Massachusetts
$3.73M +$224K +2,695 +6%
FBB
320
Fulton Breakefield Broenniman
Maryland
$3.72M +$71.3K +859 +2%
RWM
321
Rench Wealth Management
Texas
$3.7M -$94.3K -1,136 -2%
ACI
322
AMP Capital Investors
Australia
$3.63M -$2.03M -24,307 -36%
DLCIG
323
D.L. Carlson Investment Group
New Hampshire
$3.63M -$757K -9,123 -17%
ISL
324
Ingalls & Snyder LLC
New York
$3.62M -$9.3K -112 -0.3%
MCM
325
Matterhorn Capital Management
Texas
$3.61M +$41K +494 +1%
11 12
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