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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 %
DMIC
326
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.12M +$121K +1,494 +4%
DD
327
Dominick & Dominick
New York
$3.12M -$177K -2,176 -5%
FHC
328
First Houston Capital
Texas
$3.11M +$54.3K +670 +2%
GA
329
Geneva Advisors
Illinois
$3.09M +$377K +4,649 +14%
RIM
330
Reliant Investment Management
Tennessee
$3.08M -$77.4K -954 -2%
TIC
331
Trees Investment Counsel
Illinois
$3.06M -$64.3K -793 -2%
FPTW
332
Franklin, Parlapiano, Turner & Welch
Texas
$3.06M +$88K +1,085 +3%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$3.05M +$145K +1,785 +5%
ANI
334
American National Insurance
Texas
$3.04M – – –
BHWM
335
Bar Harbor Wealth Management
New Hampshire
$3.02M -$10.3K -127 -0.3%
CNB
336
City National Bank
California
$3M +$1.24M +15,238 +70%
RC
337
Roundview Capital
New Jersey
$2.99M -$138K -1,701 -4%
JWA
338
JFS Wealth Advisors
Pennsylvania
$2.96M -$8.11K -100 -0.3%
FHA
339
First Horizon Advisors
Tennessee
$2.94M +$417K +5,289 +16%
HTC
340
Haverford Trust Company
Pennsylvania
$2.91M -$534K -6,581 -16%
M&T Bank
341
M&T Bank
New York
$2.9M +$7.06K +87 +0.2%
NME
342
Notis-McConarty Edward
$2.88M +$65.6K +809 +2%
MC
343
Moors & Cabot
Massachusetts
$2.85M +$138K +1,705 +5%
SSIA
344
Spero-Smith Investment Advisers
Ohio
$2.8M -$57K -703 -2%
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
$2.79M +$2.39M +29,525 +606%
CCMIC
346
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.77M +$646K +7,466 +30%
Envestnet Asset Management
347
Envestnet Asset Management
Illinois
$2.68M +$1.13M +13,906 +73%
CCM
348
Carderock Capital Management
Maryland
$2.67M +$76.1K +938 +3%
HK
349
Horizon Kinetics
New York
$2.66M +$6K +74 +0.2%
PAIM
350
Punch & Associates Investment Management
Minnesota
$2.66M +$26.9K +331 +1%
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