NVS icon

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 %
HK
351
Horizon Kinetics
New York
$2.5M +$4.95K +65 +0.2%
ACM
352
Ativo Capital Management
Illinois
$2.49M +$25.4K +334 +1%
LTFS
353
Ladenburg Thalmann Financial Services
Florida
$2.49M -$191K -2,501 -7%
HJGA
354
Hardman Johnston Global Advisors
Connecticut
$2.48M -$355K -4,654 -13%
CCM
355
Catawba Capital Management
Virginia
$2.47M – – –
PAIM
356
Punch & Associates Investment Management
Minnesota
$2.47M -$26.1K -342 -1%
CCM
357
Covington Capital Management
California
$2.44M +$471K +6,185 +24%
CCM
358
Carderock Capital Management
Maryland
$2.43M +$24.8K +325 +1%
FHA
359
First Horizon Advisors
Tennessee
$2.42M +$263K +3,480 +12%
BMO
360
Beck Mack & Oliver
New York
$2.42M -$19.6K -257 -0.8%
TWA
361
Tillar-Wenstrup Advisors
Ohio
$2.4M +$45.5K +597 +2%
KBG
362
Kahn Brothers Group
New York
$2.39M +$59.5K +781 +3%
AUB
363
Atlantic Union Bankshares
Virginia
$2.38M +$2.38M +34,679 New
CPA
364
Court Place Advisors
Maryland
$2.38M – – –
AMI
365
Amica Mutual Insurance
Rhode Island
$2.35M +$2.1M +27,609 +843%
ACP
366
Ashfield Capital Partners
California
$2.35M -$24K -315 -1%
DIA
367
Denver Investment Advisors
Colorado
$2.31M -$76.5K -1,004 -3%
GCA
368
Guardian Capital Advisors
Ontario, Canada
$2.3M +$154K +2,076 +7%
AT
369
Arden Trust
Delaware
$2.3M +$200K +2,619 +10%
BIC
370
Beach Investment Counsel
Pennsylvania
$2.29M -$124K -1,629 -5%
MFS
371
MSI Financial Services
Massachusetts
$2.29M +$354K +4,642 +18%
KFC
372
Klingenstein Fields & Co
New York
$2.27M -$2.1M -27,619 -48%
HCM
373
Harvey Capital Management
Florida
$2.27M – – –
KCMRT
374
Kemper Corp Master Retirement Trust
Illinois
$2.25M – – –
FC
375
FCA Corp
Texas
$2.22M -$94.2K -1,200 -4%
13 14
15
16 17