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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 %
CIP
351
Chartwell Investment Partners
Pennsylvania
$2.66M -$190K -2,339 -7%
CCM
352
Catawba Capital Management
Virginia
$2.65M +$18.1K +223 +0.7%
LTFS
353
Ladenburg Thalmann Financial Services
Florida
$2.6M -$47.1K -580 -2%
FCH
354
Freestone Capital Holdings
Washington
$2.59M -$216K -2,657 -8%
BMO
355
Beck Mack & Oliver
New York
$2.56M -$13.5K -167 -0.5%
CPA
356
Court Place Advisors
Maryland
$2.53M -$9.09K -112 -0.4%
GCA
357
Guardian Capital Advisors
Ontario, Canada
$2.51M +$17.1K +212 +0.7%
AMI
358
Amica Mutual Insurance
Rhode Island
$2.51M – – –
HJGA
359
Hardman Johnston Global Advisors
Connecticut
$2.49M -$152K -1,874 -6%
TWA
360
Tillar-Wenstrup Advisors
Ohio
$2.47M -$87.4K -1,077 -3%
California Public Employees Retirement System
361
California Public Employees Retirement System
California
$2.47M +$2.47M +30,452 New
NCMW
362
Northern Capital Management (Wisconsin)
Wisconsin
$2.46M -$447K -5,507 -15%
BIC
363
Beach Investment Counsel
Pennsylvania
$2.42M -$20.4K -252 -0.8%
KFC
364
Klingenstein Fields & Co
New York
$2.41M – – –
HCM
365
Harvey Capital Management
Florida
$2.41M – – –
KCMRT
366
Kemper Corp Master Retirement Trust
Illinois
$2.4M – – –
Allianz Asset Management
367
Allianz Asset Management
Germany
$2.39M +$9K +111 +0.4%
KBG
368
Kahn Brothers Group
New York
$2.39M -$154K -1,897 -6%
PGFC
369
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$46.6K +575 +2%
FNBT
370
FineMark National Bank & Trust
Florida
$2.37M +$154K +1,898 +7%
ACP
371
Ashfield Capital Partners
California
$2.36M -$144K -1,770 -6%
SAG
372
Sterne Agee Group
Alabama
$2.35M +$489K +6,023 +26%
AT
373
Arden Trust
Delaware
$2.34M -$101K -1,243 -4%
TCOT
374
Trust Company of Toledo
Ohio
$2.33M +$34.3K +423 +1%
TCM
375
Telos Capital Management
California
$2.32M +$70.1K +864 +3%
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