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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 %
CNB
426
City National Bank
California
$1.66M -$136K -1,785 -8%
ECM
427
ETrade Capital Management
Virginia
$1.66M +$173K +2,274 +12%
JIC
428
Johnson Investment Counsel
Ohio
$1.65M -$30.2K -396 -2%
SC
429
SouthState Corp
Florida
$1.63M +$161K +2,115 +11%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$395K +5,184 +32%
WJA
431
Williams Jones & Associates
New York
$1.61M +$1.14M +14,910 +240%
ECM
432
EagleClaw Capital Management
Massachusetts
$1.61M +$1.61M +21,035 New
SF
433
Synovus Financial
Georgia
$1.59M +$53.2K +699 +3%
FAAS
434
First Allied Advisory Services
California
$1.57M +$47.5K +619 +3%
CT
435
Cambridge Trust
Massachusetts
$1.57M -$19K -249 -1%
AI
436
Atria Investments
North Carolina
$1.55M +$10.7K +141 +0.7%
NPC
437
National Planning Corporation
California
$1.54M +$127K +1,678 +9%
TCOO
438
Trust Company of Oklahoma
Oklahoma
$1.54M +$128K +1,681 +9%
LBC
439
Lowe Brockenbrough & Co
Virginia
$1.53M -$9.52K -125 -0.6%
HPCM
440
High Pointe Capital Management
Illinois
$1.51M +$401K +5,267 +36%
WA
441
WealthTrust Axiom
Pennsylvania
$1.51M +$74.4K +977 +5%
WA
442
Wheatland Advisors
Pennsylvania
$1.51M +$25.5K +335 +2%
LNC
443
Lincoln National Corp
Pennsylvania
$1.51M +$77.9K +1,023 +5%
RBC
444
Ronald Blue & Co
Georgia
$1.49M +$121K +1,585 +9%
SCA
445
Salient Capital Advisors
Texas
$1.49M +$933K +12,249 +167%
RGC
446
Roberts, Glore & Co
Illinois
$1.49M -$140K -1,841 -9%
GA
447
GFS Advisors
Texas
$1.49M -$17K -223 -1%
EGA
448
E&G Advisors
Texas
$1.48M -$59.6K -782 -4%
Creative Planning
449
Creative Planning
Kansas
$1.48M +$147K +1,927 +11%
OC
450
Oarsman Capital
Wisconsin
$1.47M -$17.4K -228 -1%
16 17
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