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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 %
IPC
426
Independent Portfolio Consultants
Florida
$2M -$272K -3,229 -12%
HPCM
427
High Pointe Capital Management
Illinois
$1.98M +$292K +3,460 +17%
TCM
428
Tradition Capital Management
New Jersey
$1.98M -$292K -3,463 -13%
WMSA
429
Weiss Multi-Strategy Advisers
New York
$1.98M +$1.98M +23,436 New
DIA
430
Denver Investment Advisors
Colorado
$1.96M -$386K -4,575 -16%
DA
431
Dillon & Associates
Michigan
$1.95M +$35.6K +423 +2%
BF
432
BOK Financial
Oklahoma
$1.94M +$26.1K +309 +1%
CC
433
Cannell & Co
New York
$1.94M -$81.8K -937 -4%
PPSG
434
Princeton Portfolio Strategies Group
New Jersey
$1.93M +$264K +3,136 +16%
CCMINC
435
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.92M +$147K +1,740 +8%
WOC
436
West Oak Capital
California
$1.92M -$66.8K -792 -3%
VAM
437
Visium Asset Management
New York
$1.91M -$4.02M -47,634 -68%
SAS
438
Spectrum Advisory Services
Georgia
$1.91M – – –
NPC
439
National Planning Corporation
California
$1.9M +$42.8K +517 +2%
QCM
440
Quadrant Capital Management
New Jersey
$1.9M +$108K +1,284 +6%
GACM
441
Green Arrow Capital Management
New York
$1.88M +$1.88M +22,320 New
NPF
442
Norris Perne & French
Michigan
$1.87M +$38K +451 +2%
1GA
443
1st Global Advisors
Texas
$1.87M -$81K -960 -4%
BFG
444
Beacon Financial Group
Texas
$1.84M -$2.18M -26,000 -54%
ECM
445
EagleClaw Capital Management
Massachusetts
$1.83M +$11.7K +139 +0.6%
HJGA
446
Hardman Johnston Global Advisors
Connecticut
$1.81M -$777K -9,219 -30%
LNC
447
Lincoln National Corp
Pennsylvania
$1.81M +$130K +1,540 +8%
RBC
448
Ronald Blue & Co
Georgia
$1.8M +$84.4K +1,001 +5%
EGA
449
E&G Advisors
Texas
$1.8M – – –
SF
450
Synovus Financial
Georgia
$1.8M +$42.7K +506 +2%
16 17
18
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