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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 %
ECM
426
EagleClaw Capital Management
Massachusetts
$1.75M +$43K +531 +3%
Creative Planning
427
Creative Planning
Kansas
$1.74M +$170K +2,094 +11%
EGA
428
E&G Advisors
Texas
$1.73M +$154K +1,898 +10%
FAAS
429
First Allied Advisory Services
California
$1.73M +$64.2K +791 +4%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$5.6K +69 +0.3%
COI
431
Connable Office Inc
Michigan
$1.72M -$50.6K -624 -3%
QCM
432
Quadrant Capital Management
New Jersey
$1.72M +$1.72M +21,206 New
CCMINC
433
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.71M -$502K -6,187 -23%
WA
434
WealthTrust Axiom
Pennsylvania
$1.7M +$90.7K +1,119 +6%
WCF
435
West Coast Financial
California
$1.68M -$497K -6,127 -23%
SF
436
Synovus Financial
Georgia
$1.68M -$6.24K -77 -0.4%
RBC
437
Ronald Blue & Co
Georgia
$1.65M +$63.1K +778 +4%
CT
438
Cambridge Trust
Massachusetts
$1.63M -$38.1K -469 -2%
SBH
439
Segall Bryant & Hamill
Illinois
$1.63M -$142K -1,753 -8%
HPCM
440
High Pointe Capital Management
Illinois
$1.63M +$16.3K +201 +1%
BG
441
BlackRock Group
United Kingdom
$1.61M +$1.61M +19,896 New
LNC
442
Lincoln National Corp
Pennsylvania
$1.61M +$8.52K +105 +0.5%
PPSG
443
Princeton Portfolio Strategies Group
New Jersey
$1.6M +$67K +826 +4%
GA
444
GFS Advisors
Texas
$1.58M – – –
JIC
445
Johnson Investment Counsel
Ohio
$1.58M -$176K -2,171 -10%
BCM
446
Barometer Capital Management
Ontario, Canada
$1.58M +$1.58M +19,418 New
LBC
447
Lowe Brockenbrough & Co
Virginia
$1.57M -$50.4K -621 -3%
OC
448
Oarsman Capital
Wisconsin
$1.57M -$1.87K -23 -0.1%
PAAMCP
449
Pacific Alternative Asset Management Company (PAAMCO)
California
$1.54M +$1.54M +19,036 New
RGC
450
Roberts, Glore & Co
Illinois
$1.54M -$45.3K -558 -3%
16 17
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