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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$185M
2
Boston Partners
Boston Partners
Massachusetts
+$182M
3
TCIM
TIAA CREF Investment Management
New York
+$61.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.5M
5
WCM
Wedge Capital Management
North Carolina
+$44.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
2
EAM
Edge Asset Management
Washington
-$74.7M
3
BBHC
Brown Brothers Harriman & Co
New York
-$69.8M
4
Northern Trust
Northern Trust
Illinois
-$44.6M
5
VKH
Virtu KCG Holdings
New York
-$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
326
Millennium Management
New York
$2.88M +$2.88M +40,012 New
TIC
327
Trees Investment Counsel
Illinois
$2.86M – – –
RIM
328
Reliant Investment Management
Tennessee
$2.82M +$2.82M +39,121 New
RC
329
Roundview Capital
New Jersey
$2.78M -$80.4K -1,116 -3%
BHWM
330
Bar Harbor Wealth Management
New Hampshire
$2.77M -$25.6K -356 -0.9%
SAM
331
Shamrock Asset Management
Texas
$2.75M +$1.14M +15,782 +71%
Arrowstreet Capital
332
Arrowstreet Capital
Massachusetts
$2.73M -$18.2M -252,556 -87%
PMG
333
ProVise Management Group
Florida
$2.72M +$141K +1,963 +5%
ANI
334
American National Insurance
Texas
$2.7M – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.7M +$16.2K +225 +0.6%
HJGA
336
Hardman Johnston Global Advisors
Connecticut
$2.68M +$251K +3,482 +10%
KB
337
Kimelman & Baird
New York
$2.67M -$52.2K -725 -2%
LPC
338
Loeb Partners Corp
New York
$2.67M -$241K -3,348 -8%
JWA
339
JFS Wealth Advisors
Pennsylvania
$2.66M -$80K -1,111 -3%
FHC
340
First Houston Capital
Texas
$2.66M +$36.2K +502 +1%
FPTW
341
Franklin, Parlapiano, Turner & Welch
Texas
$2.65M +$59.9K +831 +2%
M&T Bank
342
M&T Bank
New York
$2.64M -$26.7K -370 -1%
ACI
343
Alpha Cubed Investments
California
$2.64M +$2.64M +36,615 New
NCMW
344
Northern Capital Management (Wisconsin)
Wisconsin
$2.62M -$171K -2,377 -6%
BTW
345
Boston Trust Walden
Massachusetts
$2.58M +$160K +2,227 +7%
CIM
346
Calvert Investment Management
Maryland
$2.56M +$1.64M +22,698 +176%
SSIA
347
Spero-Smith Investment Advisers
Ohio
$2.55M -$107K -1,492 -4%
FIM
348
Foresters Investment Management
New York
$2.53M -$804K -11,160 -24%
DD
349
Dominick & Dominick
New York
$2.53M -$32.2K -447 -1%
LTFS
350
Ladenburg Thalmann Financial Services
Florida
$2.53M +$154K +2,143 +6%
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