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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 %
PGFC
376
Peapack-Gladstone Financial Corp
New Jersey
$2.2M -$8.46K -111 -0.4%
D.E. Shaw & Co
377
D.E. Shaw & Co
New York
$2.16M -$5.34M -70,041 -71%
TCOT
378
Trust Company of Toledo
Ohio
$2.16M +$333K +4,364 +18%
AC
379
Alleghany Corporation
New York
$2.13M – – –
BSWMG
380
Barrington Strategic Wealth Management Group
Illinois
$2.12M +$16.7K +219 +0.8%
TCM
381
Telos Capital Management
California
$2.11M -$107K -1,401 -5%
IPC
382
Independent Portfolio Consultants
Florida
$2.1M -$222K -2,913 -10%
CONA
383
Capital One National Association
New York
$2.09M -$197K -2,580 -9%
FNBT
384
FineMark National Bank & Trust
Florida
$2.09M +$274K +3,591 +15%
TCM
385
Tradition Capital Management
New Jersey
$2.07M +$73.5K +965 +4%
CCMINC
386
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.07M +$113K +1,482 +6%
CAM
387
Cypress Asset Management
Texas
$2.07M -$98.7K -1,296 -5%
FANJ
388
Financial Architects (New Jersey)
New Jersey
$2.05M – – –
WCF
389
West Coast Financial
California
$2.05M -$554K -7,278 -21%
WIS
390
Wright Investors Service
Connecticut
$2.05M -$114K -1,495 -5%
NCM
391
Narwhal Capital Management
Georgia
$2.04M – – –
RIL
392
Rothschild Investment LLC
Illinois
$2.01M – – –
OA
393
Oak Associates
Ohio
$2.01M – – –
TCM
394
Texan Capital Management
Texas
$2M +$1.28M +16,779 +177%
CP
395
Cinque Partners
California
$1.99M -$214K -2,802 -10%
HBT
396
Hills Bank & Trust
Iowa
$1.97M +$20.2K +265 +1%
PAI
397
Pittenger & Anderson Inc
Nebraska
$1.97M – – –
TAM
398
Taurus Asset Management
New York
$1.96M – – –
RNS
399
Robert N. Shapiro
$1.96M -$1.63M -21,366 -45%
HC
400
HHG & Company
Connecticut
$1.95M +$180K +2,357 +10%
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