NVS icon

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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.35M +$21.1K +250 +0.6%
PWS
327
Peloton Wealth Strategists
Indiana
$3.34M +$2.08M +24,663 +166%
SFP
328
Santa Fe Partners
New Mexico
$3.33M +$2.59M +30,744 +351%
DMIC
329
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.31M +$70.8K +839 +2%
MIM
330
Marco Investment Management
Georgia
$3.3M -$384K -4,551 -10%
BUB
331
BBVA USA Bancshares
Texas
$3.29M +$2.28M +27,071 +227%
PAAMCP
332
Pacific Alternative Asset Management Company (PAAMCO)
California
$3.28M +$1.67M +19,803 +104%
RIM
333
Reliant Investment Management
Tennessee
$3.26M +$63.1K +748 +2%
FPTW
334
Franklin, Parlapiano, Turner & Welch
Texas
$3.26M +$79.7K +945 +3%
FHA
335
First Horizon Advisors
Tennessee
$3.24M +$88.9K +1,055 +3%
RFC
336
Russell Frank Company
Washington
$3.23M +$3.23M +38,234 New
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$3.22M +$1.25M +14,762 +63%
RW
338
Rand Wealth
Maryland
$3.19M -$125K -1,482 -4%
TIC
339
Trees Investment Counsel
Illinois
$3.18M – – –
ANI
340
American National Insurance
Texas
$3.16M – – –
JWA
341
JFS Wealth Advisors
Pennsylvania
$3.08M – – –
RC
342
Roundview Capital
New Jersey
$3.08M -$28.3K -335 -0.9%
SAM
343
Shamrock Asset Management
Texas
$3.08M -$179K -2,123 -5%
GA
344
Geneva Advisors
Illinois
$3.07M -$137K -1,624 -4%
Federated Hermes
345
Federated Hermes
Pennsylvania
$3.05M +$1.52M +17,972 +99%
BHWM
346
Bar Harbor Wealth Management
New Hampshire
$3.03M -$114K -1,350 -4%
TSW
347
Thompson Siegel & Walmsley
Virginia
$3.03M -$9.6M -113,811 -76%
MC
348
Moors & Cabot
Massachusetts
$3.01M +$55.5K +660 +2%
Lord, Abbett & Co
349
Lord, Abbett & Co
New Jersey
$3.01M +$1.51M +17,856 +100%
BHA
350
Beech Hill Advisors
New York
$2.97M -$2.06M -24,412 -41%
12 13
14
15 16