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

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
Brown Brothers Harriman & Co
New York
$962M
3
IC
Institutional Capital
Illinois
$0
4
SCCM
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
Dodge & Cox
California
$4.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
426
American Money Management
California
$2.03M +$15.4K +186 +0.8%
CCMINC
427
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.01M +$117K +1,406 +6%
BFA
428
Benedict Financial Advisors
Georgia
$1.98M +$1.98M +22,337 New
PAI
429
Pittenger & Anderson Inc
Nebraska
$1.97M +$9.3K +112 +0.5%
ECM
430
ETrade Capital Management
Virginia
$1.97M -$8.05K -97 -0.4%
NCM
431
Narwhal Capital Management
Georgia
$1.96M -$248K -2,986 -11%
DA
432
Dillon & Associates
Michigan
$1.96M +$31.5K +378 +2%
WMSA
433
Weiss Multi-Strategy Advisers
New York
$1.95M – – –
DIA
434
Denver Investment Advisors
Colorado
$1.93M – – –
CA
435
Cambridge Advisors
Nebraska
$1.91M +$1.91M +23,016 New
WOC
436
West Oak Capital
California
$1.9M +$15.3K +184 +0.8%
CP
437
Cinque Partners
California
$1.89M -$326K -3,923 -15%
SAS
438
Spectrum Advisory Services
Georgia
$1.88M – – –
JIC
439
Johnson Investment Counsel
Ohio
$1.88M +$260K +3,130 +16%
HPCM
440
High Pointe Capital Management
Illinois
$1.87M -$78.8K -949 -4%
PPSG
441
Princeton Portfolio Strategies Group
New Jersey
$1.87M -$34.8K -419 -2%
TCM
442
Tradition Capital Management
New Jersey
$1.86M -$86.6K -1,043 -4%
TH
443
Timber Hill
Connecticut
$1.86M +$1.86M +22,362 New
LNC
444
Lincoln National Corp
Pennsylvania
$1.82M +$38.9K +468 +2%
CC
445
Cannell & Co
New York
$1.81M -$32.5K -391 -2%
RBC
446
Ronald Blue & Co
Georgia
$1.8M +$29.5K +355 +2%
SG Americas Securities
447
SG Americas Securities
New York
$1.8M +$50.6K +610 +3%
ECM
448
EagleClaw Capital Management
Massachusetts
$1.8M -$9.31K -112 -0.5%
Capital Fund Management (CFM)
449
Capital Fund Management (CFM)
France
$1.77M +$817K +9,844 +85%
CONA
450
Capital One National Association
New York
$1.76M -$323K -3,894 -16%
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