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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 %
RIL
401
Rothschild Investment LLC
Illinois
$2.02M -$120K -1,478 -6%
PAI
402
Pittenger & Anderson Inc
Nebraska
$2.01M -$83.8K -1,033 -4%
PCTC
403
Perkins Coie Trust Company
Washington
$1.99M -$66.1K -815 -3%
WKWM
404
Walter & Keenan Wealth Management
Indiana
$1.99M +$22.6K +279 +1%
V
405
Veritable
Delaware
$1.98M +$151K +1,858 +8%
MFS
406
MSI Financial Services
Massachusetts
$1.98M -$460K -5,667 -19%
CAM
407
Congress Asset Management
Massachusetts
$1.96M +$42K +518 +2%
WOC
408
West Oak Capital
California
$1.91M -$38.5K -474 -2%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$1.9M +$371K +4,570 +24%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$1.89M -$63.5K -783 -3%
CC
411
Cannell & Co
New York
$1.88M -$1.34M -16,541 -42%
ECM
412
ETrade Capital Management
Virginia
$1.88M +$116K +1,427 +7%
1GA
413
1st Global Advisors
Texas
$1.87M +$96.1K +1,185 +5%
DA
414
Dillon & Associates
Michigan
$1.85M -$21.9K -269 -1%
BF
415
BOK Financial
Oklahoma
$1.85M +$35K +431 +2%
HCA
416
Horan Capital Advisors
Ohio
$1.84M +$64.2K +792 +4%
SCA
417
Salient Capital Advisors
Texas
$1.84M +$248K +3,060 +16%
SAS
418
Spectrum Advisory Services
Georgia
$1.83M -$9.08K -112 -0.5%
RNS
419
Robert N. Shapiro
$1.82M -$260K -3,203 -12%
NPC
420
National Planning Corporation
California
$1.82M +$170K +2,100 +10%
AMM
421
American Money Management
California
$1.81M -$91.9K -1,133 -5%
SC
422
SouthState Corp
Florida
$1.79M +$56.9K +702 +3%
Geode Capital Management
423
Geode Capital Management
Massachusetts
$1.78M -$50.3K -620 -3%
IT
424
Investors Trust
Texas
$1.78M -$284K -3,497 -14%
NPF
425
Norris Perne & French
Michigan
$1.76M -$16.2K -200 -0.9%
15 16
17
18 19