NVS icon

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 %
FANJ
401
Financial Architects (New Jersey)
New Jersey
$2.26M -$24.4K -289 -1%
NCM
402
Narwhal Capital Management
Georgia
$2.25M -$11.7K -139 -0.5%
CP
403
Cinque Partners
California
$2.25M +$12.9K +153 +0.6%
TCOT
404
Trust Company of Toledo
Ohio
$2.24M -$183K -2,169 -8%
CAM
405
Congress Asset Management
Massachusetts
$2.24M +$203K +2,410 +10%
OA
406
Oak Associates
Ohio
$2.22M – – –
TCM
407
Texan Capital Management
Texas
$2.22M +$4.89K +58 +0.2%
BSWMG
408
Barrington Strategic Wealth Management Group
Illinois
$2.21M -$97K -1,150 -4%
HBT
409
Hills Bank & Trust
Iowa
$2.19M +$44K +521 +2%
CAM
410
Cypress Asset Management
Texas
$2.19M -$4.72K -56 -0.2%
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
$2.18M +$2.18M +25,847 New
TAM
412
Taurus Asset Management
New York
$2.13M -$18.8K -223 -0.9%
CONA
413
Capital One National Association
New York
$2.11M -$88.7K -1,052 -4%
III
414
Independent Investors Inc
New York
$2.11M – – –
PCTC
415
Perkins Coie Trust Company
Washington
$2.1M +$31.4K +372 +2%
CCMIC
416
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.1M -$602K -7,131 -22%
WKWM
417
Walter & Keenan Wealth Management
Indiana
$2.07M – – –
HFS
418
HL Financial Services
Kentucky
$2.05M +$735K +8,708 +56%
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$2.05M +$84.7K +1,005 +4%
AMM
420
American Money Management
California
$2.05M +$168K +1,989 +9%
FAAS
421
First Allied Advisory Services
California
$2.04M +$251K +2,986 +14%
Point72 Asset Management
422
Point72 Asset Management
Connecticut
$2.01M -$4.53M -53,680 -69%
ECM
423
ETrade Capital Management
Virginia
$2.01M +$58.4K +692 +3%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$2M +$205K +2,427 +11%
PAI
425
Pittenger & Anderson Inc
Nebraska
$2M -$95.1K -1,127 -5%
15 16
17
18 19