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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
$185M
2
Boston Partners
Boston Partners
Massachusetts
$182M
3
TCIM
TIAA CREF Investment Management
New York
$113M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$205M
5
WCM
Wedge Capital Management
North Carolina
$44.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$339M
2
EAM
Edge Asset Management
Washington
$71.8M
3
BBHC
Brown Brothers Harriman & Co
New York
$992M
4
Northern Trust
Northern Trust
Illinois
$218M
5
VKH
Virtu KCG Holdings
New York
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
376
Guardian Capital Advisors
Ontario, Canada
$2.14M +$173K +2,332 +9%
KCMRT
377
Kemper Corp Master Retirement Trust
Illinois
$2.13M – – –
FC
378
FCA Corp
Texas
$2.12M -$32.1K -446 -1%
TCM
379
Telos Capital Management
California
$2.1M -$42.6K -592 -2%
PGFC
380
Peapack-Gladstone Financial Corp
New Jersey
$2.08M -$43.7K -607 -2%
CP
381
Cinque Partners
California
$2.08M +$342K +4,753 +20%
CAM
382
Cypress Asset Management
Texas
$2.05M +$7.99K +111 +0.4%
WIS
383
Wright Investors Service
Connecticut
$2.04M -$27.4K -380 -1%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$2.03M +$2.03M +28,197 New
Citadel Advisors
385
Citadel Advisors
Florida
$2.03M +$1.78M +24,762 +740%
AC
386
Alleghany Corporation
New York
$2.01M – – –
BSWMG
387
Barrington Strategic Wealth Management Group
Illinois
$1.99M +$115K +1,600 +6%
AT
388
Arden Trust
Delaware
$1.98M +$9.87K +137 +0.5%
FHA
389
First Horizon Advisors
Tennessee
$1.96M +$547K +7,974 +39%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$1.94M +$109K +1,511 +6%
Cambridge Investment Research Advisors
391
Cambridge Investment Research Advisors
Iowa
$1.94M +$187K +2,603 +11%
NCM
392
Narwhal Capital Management
Georgia
$1.93M -$80.4K -1,116 -4%
RIL
393
Rothschild Investment LLC
Illinois
$1.9M -$52.2K -725 -3%
OA
394
Oak Associates
Ohio
$1.9M +$1.9M +26,338 New
TCM
395
Tradition Capital Management
New Jersey
$1.89M -$51.2K -711 -3%
UCFA
396
United Capital Financial Advisors
Texas
$1.87M -$4.59M -63,777 -71%
CCM
397
Covington Capital Management
California
$1.86M +$8.86K +123 +0.5%
PAI
398
Pittenger & Anderson Inc
Nebraska
$1.86M – – –
IT
399
Investors Trust
Texas
$1.86M -$3.44M -47,379 -65%
TAM
400
Taurus Asset Management
New York
$1.86M -$92K -1,278 -5%
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