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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 %
MC
351
Moors & Cabot
Massachusetts
$2.94M -$33.9K -408 -1%
BHA
352
Beech Hill Advisors
New York
$2.94M +$13.9K +167 +0.5%
CPIM
353
Columbia Partners Investment Management
Virginia
$2.93M -$1.01M -12,180 -26%
HTC
354
Haverford Trust Company
Pennsylvania
$2.9M +$23.2K +279 +0.8%
KBG
355
Kahn Brothers Group
New York
$2.87M +$55.5K +669 +2%
AllianceBernstein
356
AllianceBernstein
Tennessee
$2.86M +$6.14K +74 +0.2%
SAM
357
Shamrock Asset Management
Texas
$2.84M -$190K -2,290 -6%
CCMIC
358
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.83M +$769K +9,263 +37%
SSIA
359
Spero-Smith Investment Advisers
Ohio
$2.82M +$4.15K +50 +0.1%
NME
360
Notis-McConarty Edward
$2.8M +$137K +1,646 +5%
FHC
361
First Houston Capital
Texas
$2.78M +$144K +1,730 +5%
State of Tennessee, Department of Treasury
362
State of Tennessee, Department of Treasury
Tennessee
$2.78M +$2.78M +33,480 New
HC
363
HHG & Company
Connecticut
$2.74M +$294K +3,542 +12%
DD
364
Dominick & Dominick
New York
$2.73M – – –
CCM
365
Catawba Capital Management
Virginia
$2.72M – – –
HK
366
Horizon Kinetics
New York
$2.72M -$5.31K -64 -0.2%
PAIM
367
Punch & Associates Investment Management
Minnesota
$2.69M -$17.1K -206 -0.6%
GA
368
Geneva Advisors
Illinois
$2.68M -$345K -4,154 -11%
FNBT
369
FineMark National Bank & Trust
Florida
$2.67M +$171K +2,058 +7%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$2.67M +$64.8K +780 +2%
BMO
371
Beck Mack & Oliver
New York
$2.62M – – –
CNFG
372
Creegan & Nassoura Financial Group
New Hampshire
$2.6M +$2.6M +31,276 New
TCM
373
Telos Capital Management
California
$2.58M +$145K +1,752 +6%
CPA
374
Court Place Advisors
Maryland
$2.57M -$2.33K -28 -0.1%
AMI
375
Amica Mutual Insurance
Rhode Island
$2.56M – – –
13 14
15
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