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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 %
GCA
351
Guardian Capital Advisors
Ontario, Canada
$2.97M +$80.7K +871 +3%
HTC
352
Haverford Trust Company
Pennsylvania
$2.92M -$106K -1,254 -3%
AllianceBernstein
353
AllianceBernstein
Tennessee
$2.9M -$451K -5,349 -13%
KBG
354
Kahn Brothers Group
New York
$2.86M +$377K +4,464 +15%
SSIA
355
Spero-Smith Investment Advisers
Ohio
$2.86M -$50.3K -597 -2%
DD
356
Dominick & Dominick
New York
$2.77M -$466K -5,525 -14%
HK
357
Horizon Kinetics
New York
$2.77M – – –
CCM
358
Catawba Capital Management
Virginia
$2.77M +$11.8K +140 +0.4%
ARTA
359
A.R.T. Advisors
New York
$2.75M +$2.75M +32,639 New
PAIM
360
Punch & Associates Investment Management
Minnesota
$2.75M -$11.7K -139 -0.4%
NME
361
Notis-McConarty Edward
$2.7M -$293K -3,471 -10%
LTFS
362
Ladenburg Thalmann Financial Services
Florida
$2.68M -$20.8K -246 -0.8%
FHC
363
First Houston Capital
Texas
$2.68M -$546K -6,473 -17%
BMO
364
Beck Mack & Oliver
New York
$2.66M – – –
CIP
365
Chartwell Investment Partners
Pennsylvania
$2.66M -$98.9K -1,172 -4%
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$2.65M +$525K +6,219 +25%
CPA
367
Court Place Advisors
Maryland
$2.61M -$18.8K -223 -0.7%
AMI
368
Amica Mutual Insurance
Rhode Island
$2.61M – – –
ONB
369
Old National Bancorp
Indiana
$2.59M +$371K +4,398 +17%
FCH
370
Freestone Capital Holdings
Washington
$2.56M -$130K -1,541 -5%
FNBT
371
FineMark National Bank & Trust
Florida
$2.54M +$74.4K +882 +3%
NCMW
372
Northern Capital Management (Wisconsin)
Wisconsin
$2.52M -$36.5K -433 -1%
BIC
373
Beach Investment Counsel
Pennsylvania
$2.51M -$9.36K -111 -0.4%
HCM
374
Harvey Capital Management
Florida
$2.51M – – –
SAG
375
Sterne Agee Group
Alabama
$2.51M +$75.8K +904 +3%
13 14
15
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