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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 %
TIC
326
Trees Investment Counsel
Illinois
$2.93M -$93.5K -1,228 -3%
TG
327
TCW Group
California
$2.92M -$1.17M -15,373 -29%
SAM
328
Shamrock Asset Management
Texas
$2.92M +$10.3K +135 +0.4%
SBAM
329
Santa Barbara Asset Management
California
$2.91M -$434K -5,692 -13%
FHC
330
First Houston Capital
Texas
$2.87M +$55.2K +725 +2%
ANI
331
American National Insurance
Texas
$2.86M – – –
BHWM
332
Bar Harbor Wealth Management
New Hampshire
$2.85M -$77K -1,011 -3%
EIP
333
Epoch Investment Partners
New York
$2.83M +$2.83M +37,169 New
DMIC
334
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.82M +$254K +3,332 +10%
JWA
335
JFS Wealth Advisors
Pennsylvania
$2.79M -$26.4K -346 -0.9%
FPTW
336
Franklin, Parlapiano, Turner & Welch
Texas
$2.79M -$16.7K -219 -0.6%
NCMW
337
Northern Capital Management (Wisconsin)
Wisconsin
$2.73M -$40.4K -530 -1%
Mirae Asset Global Investments
338
Mirae Asset Global Investments
South Korea
$2.73M +$1.58M +20,758 +138%
M&T Bank
339
M&T Bank
New York
$2.71M -$83.7K -1,099 -3%
BTW
340
Boston Trust Walden
Massachusetts
$2.69M -$37.9K -497 -1%
SSIA
341
Spero-Smith Investment Advisers
Ohio
$2.68M -$16.6K -218 -0.6%
CIP
342
Chartwell Investment Partners
Pennsylvania
$2.67M +$33.1K +435 +1%
SAM
343
Sectoral Asset Management
Quebec, Canada
$2.65M +$1.62M +21,315 +158%
NME
344
Notis-McConarty Edward
$2.65M +$17K +223 +0.6%
ST
345
Spot Trading
Illinois
$2.65M +$2.64M +34,681 +66,694%
PI
346
Putnam Investments
Massachusetts
$2.64M – – –
FCH
347
Freestone Capital Holdings
Washington
$2.64M -$779K -10,225 -23%
MC
348
Moors & Cabot
Massachusetts
$2.55M +$2.55M +33,432 New
GA
349
Geneva Advisors
Illinois
$2.55M +$666K +8,745 +35%
LPC
350
Loeb Partners Corp
New York
$2.5M -$327K -4,296 -12%
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