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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 %
RJT
401
Raymond James Trust
Florida
$1.95M +$115K +1,510 +6%
IT
402
Investors Trust
Texas
$1.93M -$17.1K -224 -0.9%
PCTC
403
Perkins Coie Trust Company
Washington
$1.93M +$28.7K +377 +2%
III
404
Independent Investors Inc
New York
$1.9M -$51K -670 -3%
CCMIC
405
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.87M +$1.87M +24,524 New
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$1.86M -$189K -2,484 -9%
GC
407
Grace Capital
Massachusetts
$1.86M +$136K +1,785 +8%
WKWM
408
Walter & Keenan Wealth Management
Indiana
$1.85M +$1.85M +24,217 New
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$1.84M +$41.5K +544 +2%
WOC
410
West Oak Capital
California
$1.83M -$3.43K -45 -0.2%
Allianz Asset Management
411
Allianz Asset Management
Germany
$1.81M +$1.81M +29,389 New
CCM
412
Cutler Capital Management
Massachusetts
$1.81M -$72.2K -948 -4%
CAM
413
Congress Asset Management
Massachusetts
$1.8M +$152K +1,998 +9%
AMM
414
American Money Management
California
$1.78M +$1.3K +17 +0.1%
SAG
415
Sterne Agee Group
Alabama
$1.75M +$866K +11,362 +98%
DA
416
Dillon & Associates
Michigan
$1.75M +$8.99K +118 +0.5%
SAS
417
Spectrum Advisory Services
Georgia
$1.73M – – –
Geode Capital Management
418
Geode Capital Management
Massachusetts
$1.72M -$1.64M -21,601 -49%
V
419
Veritable
Delaware
$1.72M +$40.9K +537 +2%
BF
420
BOK Financial
Oklahoma
$1.7M +$39.3K +516 +2%
NPF
421
Norris Perne & French
Michigan
$1.67M +$442K +5,805 +36%
1GA
422
1st Global Advisors
Texas
$1.67M -$171K -2,243 -9%
HCA
423
Horan Capital Advisors
Ohio
$1.67M +$142K +1,864 +9%
COI
424
Connable Office Inc
Michigan
$1.66M +$76.9K +1,010 +5%
SBH
425
Segall Bryant & Hamill
Illinois
$1.66M -$619K -8,128 -27%
15 16
17
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