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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
$185M
2
Boston Partners
Boston Partners
Massachusetts
$182M
3
TCIM
TIAA CREF Investment Management
New York
$113M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$205M
5
WCM
Wedge Capital Management
North Carolina
$44.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$339M
2
EAM
Edge Asset Management
Washington
$71.8M
3
BBHC
Brown Brothers Harriman & Co
New York
$992M
4
Northern Trust
Northern Trust
Illinois
$218M
5
VKH
Virtu KCG Holdings
New York
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
426
Congress Asset Management
Massachusetts
$1.56M +$183K +2,536 +13%
CPIM
427
Columbia Partners Investment Management
Virginia
$1.55M -$1.18M -16,410 -43%
RGC
428
Roberts, Glore & Co
Illinois
$1.54M +$22K +306 +1%
COI
429
Connable Office Inc
Michigan
$1.5M -$52.7K -732 -3%
CT
430
Cambridge Trust
Massachusetts
$1.5M -$10.4K -145 -0.7%
AI
431
Atria Investments
North Carolina
$1.46M -$150K -2,077 -9%
EGA
432
E&G Advisors
Texas
$1.46M +$1.46M +20,200 New
LBC
433
Lowe Brockenbrough & Co
Virginia
$1.45M – – –
SF
434
Synovus Financial
Georgia
$1.45M +$17.9K +248 +1%
HT
435
HighTower Trust
Texas
$1.45M +$361K +5,005 +33%
HCA
436
Horan Capital Advisors
Ohio
$1.44M +$75.6K +1,049 +6%
FAAS
437
First Allied Advisory Services
California
$1.43M +$18.3K +255 +1%
GA
438
GFS Advisors
Texas
$1.42M – – –
OC
439
Oarsman Capital
Wisconsin
$1.41M +$5.98K +83 +0.4%
WA
440
Wheatland Advisors
Pennsylvania
$1.4M +$1.4M +19,446 New
ECM
441
ETrade Capital Management
Virginia
$1.4M +$41.6K +578 +3%
SC
442
SouthState Corp
Florida
$1.39M +$20.3K +282 +1%
RWM
443
Rench Wealth Management
Texas
$1.36M +$1.36M +18,893 New
WA
444
WealthTrust Axiom
Pennsylvania
$1.36M -$8.35K -116 -0.6%
ACM
445
Argentus Capital Management
Texas
$1.35M -$50.7K -704 -4%
LNC
446
Lincoln National Corp
Pennsylvania
$1.35M +$1.35M +18,748 New
SRC
447
Shufro Rose & Co
New York
$1.34M – – –
NPC
448
National Planning Corporation
California
$1.34M +$210K +2,927 +19%
JWBC
449
J.W. Burns & Co
New York
$1.34M +$19.2K +267 +1%
TCOO
450
Trust Company of Oklahoma
Oklahoma
$1.33M +$103K +1,425 +8%
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