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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
1
Sterling Capital Management
North Carolina
$138M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$181M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$79.8M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$87.6M
5
Northern Trust
5
Northern Trust
Illinois
$354M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$962M
3
IC
3
Institutional Capital
Illinois
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
5
Dodge & Cox
California
$4.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
401
Trust Company of Toledo
Ohio
$2.27M +$70.9K +854 +3%
CFG
402
CKW Financial Group
Hawaii
$2.26M – – –
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$2.26M +$292K +3,516 +15%
TCM
404
Texan Capital Management
Texas
$2.25M +$62.8K +756 +3%
MFS
405
MSI Financial Services
Massachusetts
$2.24M -$111K -1,336 -5%
FANJ
406
Financial Architects (New Jersey)
New Jersey
$2.23M +$6.97K +84 +0.3%
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$2.22M -$128K -1,545 -5%
BSWMG
408
Barrington Strategic Wealth Management Group
Illinois
$2.22M +$41.4K +499 +2%
CNB
409
City National Bank
California
$2.21M -$123K -1,481 -5%
Creative Planning
410
Creative Planning
Kansas
$2.2M -$263K -3,164 -11%
OA
411
Oak Associates
Ohio
$2.19M – – –
HBT
412
Hills Bank & Trust
Iowa
$2.17M +$11.3K +136 +0.5%
RIL
413
Rothschild Investment LLC
Illinois
$2.15M -$74.2K -893 -3%
LA
414
LVW Advisors
New York
$2.14M +$2.14M +25,819 New
AUB
415
Atlantic Union Bankshares
Virginia
$2.13M -$92.2K -1,111 -4%
NPF
416
Norris Perne & French
Michigan
$2.12M +$276K +3,328 +15%
V
417
Veritable
Delaware
$2.11M -$175K -2,108 -8%
FAAS
418
First Allied Advisory Services
California
$2.1M +$81.2K +976 +4%
PCTC
419
Perkins Coie Trust Company
Washington
$2.09M +$19.2K +231 +0.9%
CAM
420
Cypress Asset Management
Texas
$2.09M -$69.5K -837 -3%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$2.08M +$56K +674 +3%
III
422
Independent Investors Inc
New York
$2.08M – – –
TAM
423
Taurus Asset Management
New York
$2.05M -$46.3K -558 -2%
TG
424
TCW Group
California
$2.04M -$2.1M -25,345 -51%
WKWM
425
Walter & Keenan Wealth Management
Indiana
$2.03M – – –
15 16
17
18 19