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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 %
T. Rowe Price Associates
451
T. Rowe Price Associates
Maryland
$1.32M +$8.64K +120 +0.7%
FC
452
FIC Capital
New York
$1.3M -$6.12K -85 -0.5%
RBC
453
Ronald Blue & Co
Georgia
$1.3M -$95.5K -1,326 -7%
HC
454
Hawkins Capital
Texas
$1.29M – – –
PPSG
455
Princeton Portfolio Strategies Group
New Jersey
$1.27M -$290K -4,029 -19%
PJSIMP
456
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$66.7K +926 +6%
Creative Planning
457
Creative Planning
Kansas
$1.26M -$84.7K -1,175 -6%
Pacer Advisors
458
Pacer Advisors
Pennsylvania
$1.25M +$1.25M +15,099 New
WCM
459
Wunderlich Capital Managemnt
Tennessee
$1.24M +$1.24M +17,236 New
GT
460
Greenleaf Trust
Michigan
$1.24M -$287K -3,986 -19%
OCG
461
Opus Capital Group
Ohio
$1.23M +$470K +6,528 +62%
RHBC
462
R.H. Bluestein & Co
Michigan
$1.23M -$388K -5,385 -24%
SCIA
463
Sanibel Captiva Investment Advisers
Illinois
$1.23M +$330K +4,576 +37%
JFA
464
JNBA Financial Advisors
Minnesota
$1.22M -$38.5K -535 -3%
CT
465
Coastline Trust
Rhode Island
$1.21M +$4.03K +56 +0.3%
DRGI
466
del Rey Global Investors
California
$1.2M -$192K -2,663 -14%
BT
467
Beacon Trust
New Jersey
$1.2M -$141K -1,960 -11%
KFS
468
KMS Financial Services
Washington
$1.18M +$59.4K +825 +5%
ONB
469
Old National Bancorp
Indiana
$1.18M -$123K -1,704 -9%
BFM
470
Boston Financial Management
Massachusetts
$1.18M +$16.8K +234 +1%
FC
471
Fayerweather Charles
$1.17M +$97.7K +1,356 +9%
SCM
472
Stonebridge Capital Management
California
$1.17M – – –
VKH
473
Virtu KCG Holdings
New York
$1.16M -$43.8M -608,005 -97%
NPF
474
Norris Perne & French
Michigan
$1.16M +$54.2K +753 +5%
TCOTO
475
Trust Company of the Ozarks
Missouri
$1.16M +$39.4K +547 +4%
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