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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
Sterling Capital Management
North Carolina
$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$181M
3
Renaissance Technologies
Renaissance Technologies
New York
$79.8M
4
FWIA
Fort Washington Investment Advisors
Ohio
$87.6M
5
Northern Trust
Northern Trust
Illinois
$354M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
Brown Brothers Harriman & Co
New York
$962M
3
IC
Institutional Capital
Illinois
$0
4
SCCM
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
Dodge & Cox
California
$4.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
376
Stevens Capital Management
Pennsylvania
$2.56M -$1.03M -12,365 -29%
PAG
377
Private Advisor Group
New Jersey
$2.54M +$875K +10,587 +52%
FCH
378
Freestone Capital Holdings
Washington
$2.53M +$9.05K +109 +0.4%
TSW
379
Thompson Siegel & Walmsley
Virginia
$2.5M -$479K -5,764 -16%
CAM
380
Congress Asset Management
Massachusetts
$2.48M +$275K +3,317 +12%
Bank of Nova Scotia
381
Bank of Nova Scotia
Ontario, Canada
$2.47M -$864K -10,401 -26%
BIC
382
Beach Investment Counsel
Pennsylvania
$2.47M -$415 -5 -0%
HCM
383
Harvey Capital Management
Florida
$2.47M – – –
SC
384
Scotia Capital
Ontario, Canada
$2.46M -$2.39M -28,757 -49%
NCMW
385
Northern Capital Management (Wisconsin)
Wisconsin
$2.46M -$19K -229 -0.8%
KCMRT
386
Kemper Corp Master Retirement Trust
Illinois
$2.46M – – –
Geode Capital Management
387
Geode Capital Management
Massachusetts
$2.44M +$26.6K +320 +1%
AT
388
Arden Trust
Delaware
$2.43M -$35K -421 -1%
PG
389
Patten Group
Tennessee
$2.42M +$2.42M +29,171 New
ONB
390
Old National Bancorp
Indiana
$2.4M -$154K -1,855 -6%
SCA
391
Salient Capital Advisors
Texas
$2.38M +$157K +1,887 +7%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$2.34M -$828K -9,971 -26%
RJT
393
Raymond James Trust
Florida
$2.33M +$38.3K +461 +2%
HCA
394
Horan Capital Advisors
Ohio
$2.33M +$104K +1,250 +5%
AC
395
Alleghany Corporation
New York
$2.32M – – –
CA
396
Commerzbank Aktiengesellschaft
Germany
$2.32M – – –
QCM
397
Quadrant Capital Management
New Jersey
$2.31M +$438K +5,273 +23%
ACM
398
Ativo Capital Management
Illinois
$2.29M -$69.2K -834 -3%
MCM
399
McKinley Capital Management
Alaska
$2.29M +$16.9K +203 +0.7%
FC
400
FCA Corp
Texas
$2.28M -$26.7K -322 -1%
14 15
16
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