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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 %
AT
376
Arden Trust
Delaware
$2.5M +$63.9K +758 +3%
Creative Planning
377
Creative Planning
Kansas
$2.5M +$687K +8,143 +38%
KCMRT
378
Kemper Corp Master Retirement Trust
Illinois
$2.49M – – –
ACP
379
Ashfield Capital Partners
California
$2.49M +$30.6K +363 +1%
HC
380
HHG & Company
Connecticut
$2.48M +$183K +2,169 +8%
TCM
381
Telos Capital Management
California
$2.48M +$65K +770 +3%
TWA
382
Tillar-Wenstrup Advisors
Ohio
$2.48M -$96K -1,138 -4%
Geode Capital Management
383
Geode Capital Management
Massachusetts
$2.45M +$596K +7,064 +32%
SC
384
SouthState Corp
Florida
$2.44M +$579K +6,864 +31%
KFC
385
Klingenstein Fields & Co
New York
$2.42M -$94.1K -1,116 -4%
ACM
386
Ativo Capital Management
Illinois
$2.4M -$1.43K -17 -0.1%
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$2.39M -$91.6K -1,086 -4%
MFS
388
MSI Financial Services
Massachusetts
$2.38M +$324K +3,846 +16%
CNB
389
City National Bank
California
$2.37M -$753K -8,927 -24%
AC
390
Alleghany Corporation
New York
$2.35M – – –
CA
391
Commerzbank Aktiengesellschaft
Germany
$2.35M +$2.35M +27,900 New
FC
392
FCA Corp
Texas
$2.34M – – –
RJT
393
Raymond James Trust
Florida
$2.33M +$135K +1,599 +6%
V
394
Veritable
Delaware
$2.32M +$260K +3,086 +13%
MCM
395
McKinley Capital Management
Alaska
$2.31M +$2.19M +25,990 +1,914%
RIL
396
Rothschild Investment LLC
Illinois
$2.26M +$164K +1,950 +8%
SCA
397
Salient Capital Advisors
Texas
$2.26M +$352K +4,169 +18%
AUB
398
Atlantic Union Bankshares
Virginia
$2.26M -$30.5K -361 -1%
TCOO
399
Trust Company of Oklahoma
Oklahoma
$2.26M +$132K +1,565 +6%
HCA
400
Horan Capital Advisors
Ohio
$2.26M +$345K +4,092 +18%
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16
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