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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
+$422M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
3
Northern Trust
Northern Trust
Illinois
+$72.5M
4
Parnassus Investments
Parnassus Investments
California
+$39.1M
5
TAM
Tocqueville Asset Management
New York
+$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$150M
2
Franklin Resources
Franklin Resources
California
-$126M
3
Invesco
Invesco
Georgia
-$105M
4
BBHC
Brown Brothers Harriman & Co
New York
-$89.8M
5
IC
Institutional Capital
Illinois
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
376
Ativo Capital Management
Illinois
$2.31M -$345K -4,255 -13%
AC
377
Alleghany Corporation
New York
$2.26M – – –
DIA
378
Denver Investment Advisors
Colorado
$2.26M -$199K -2,456 -8%
FC
379
FCA Corp
Texas
$2.25M -$42.5K -524 -2%
BSWMG
380
Barrington Strategic Wealth Management Group
Illinois
$2.22M -$38K -469 -2%
Barclays
381
Barclays
United Kingdom
$2.21M -$1.36M -16,827 -38%
HC
382
HHG & Company
Connecticut
$2.21M +$135K +1,658 +6%
AUB
383
Atlantic Union Bankshares
Virginia
$2.2M -$611K -7,528 -22%
FANJ
384
Financial Architects (New Jersey)
New Jersey
$2.19M +$4.46K +55 +0.2%
TCM
385
Tradition Capital Management
New Jersey
$2.18M -$24.4K -301 -1%
IPC
386
Independent Portfolio Consultants
Florida
$2.18M -$55.6K -686 -2%
NCM
387
Narwhal Capital Management
Georgia
$2.17M – – –
CP
388
Cinque Partners
California
$2.15M +$32.5K +400 +2%
OA
389
Oak Associates
Ohio
$2.14M – – –
ONB
390
Old National Bancorp
Indiana
$2.13M +$858K +10,579 +67%
TCM
391
Texan Capital Management
Texas
$2.13M – – –
CONA
392
Capital One National Association
New York
$2.12M -$111K -1,370 -5%
CAM
393
Cypress Asset Management
Texas
$2.11M -$93K -1,146 -4%
RJT
394
Raymond James Trust
Florida
$2.11M +$34.3K +423 +2%
HBT
395
Hills Bank & Trust
Iowa
$2.07M -$29.6K -365 -1%
TAM
396
Taurus Asset Management
New York
$2.06M -$25.3K -312 -1%
WB
397
Webster Bank
Connecticut
$2.05M -$2.01M -24,748 -50%
TCOO
398
Trust Company of Oklahoma
Oklahoma
$2.05M +$408K +5,030 +25%
Cambridge Investment Research Advisors
399
Cambridge Investment Research Advisors
Iowa
$2.04M +$57.4K +708 +3%
III
400
Independent Investors Inc
New York
$2.03M – – –
14 15
16
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