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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 %
JAM
326
Jolley Asset Management
North Carolina
$3.6M +$8.47K +102 +0.2%
CB
327
Community Bank
New York
$3.53M +$3.53M +42,457 New
PHIMC
328
Private Harbour Investment Management & Counsel
Ohio
$3.42M -$273K -3,291 -7%
CB
329
Commerce Bank
Missouri
$3.42M -$183K -2,203 -5%
SBAM
330
Santa Barbara Asset Management
California
$3.39M -$33.9K -408 -1%
RW
331
Rand Wealth
Maryland
$3.38M +$102K +1,181 +3%
GCA
332
Guardian Capital Advisors
Ontario, Canada
$3.35M +$57.9K +563 +2%
HA
333
Hamel Associates
New Jersey
$3.34M – – –
WIC
334
Woodmont Investment Counsel
Tennessee
$3.33M -$110K -1,329 -3%
DMIC
335
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.31M – – –
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$3.31M +$12.5K +151 +0.4%
PWS
337
Peloton Wealth Strategists
Indiana
$3.28M -$4.65K -56 -0.1%
EIP
338
Epoch Investment Partners
New York
$3.28M -$93.2K -1,123 -3%
FPTW
339
Franklin, Parlapiano, Turner & Welch
Texas
$3.25M +$41.7K +502 +1%
MIM
340
Marco Investment Management
Georgia
$3.24M -$14K -168 -0.4%
FHA
341
First Horizon Advisors
Tennessee
$3.22M +$22.3K +267 +0.7%
TCCM
342
Timber Creek Capital Management
Massachusetts
$3.14M -$223K -2,689 -7%
RIM
343
Reliant Investment Management
Tennessee
$3.13M -$82K -988 -3%
ANI
344
American National Insurance
Texas
$3.11M – – –
MBE
345
Michael B. Elefante
$3.07M -$5.25M -63,216 -63%
TIC
346
Trees Investment Counsel
Illinois
$3.07M -$60.3K -726 -2%
RFC
347
Russell Frank Company
Washington
$3.04M -$156K -1,865 -5%
CIP
348
Chartwell Investment Partners
Pennsylvania
$3.01M +$388K +4,676 +15%
JWA
349
JFS Wealth Advisors
Pennsylvania
$3.01M -$25.5K -307 -0.8%
BHWM
350
Bar Harbor Wealth Management
New Hampshire
$3M +$14.4K +173 +0.5%
12 13
14
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