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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 %
Envestnet Asset Management
451
Envestnet Asset Management
Illinois
$1.46M -$3.44M -45,122 -70%
PPSG
452
Princeton Portfolio Strategies Group
New Jersey
$1.44M +$99.5K +1,306 +7%
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$1.44M +$577K +7,571 +67%
SRC
454
Shufro Rose & Co
New York
$1.42M – – –
APFBOT
455
Amica Pension Fund Board of Trustees
Rhode Island
$1.41M +$1.27M +16,614 +867%
JWBC
456
J.W. Burns & Co
New York
$1.4M -$8.46K -111 -0.6%
FIM
457
Foresters Investment Management
New York
$1.4M -$1.28M -16,740 -48%
T. Rowe Price Associates
458
T. Rowe Price Associates
Maryland
$1.4M – – –
ACI
459
Alpha Cubed Investments
California
$1.36M -$1.43M -18,743 -51%
HC
460
Hawkins Capital
Texas
$1.36M – – –
CAN
461
Cetera Advisor Networks
California
$1.35M +$118K +1,532 +10%
FC
462
FIC Capital
New York
$1.35M -$25.5K -335 -2%
OCG
463
Opus Capital Group
Ohio
$1.35M +$39.2K +514 +3%
PJSIMP
464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.32M -$17K -223 -1%
RHBC
465
R.H. Bluestein & Co
Michigan
$1.3M – – –
MSFP
466
Mark Sheptoff Financial Planning
Connecticut
$1.3M +$1.3M +17,054 New
KFP
467
Keystone Financial Planning
Ohio
$1.3M -$597K -7,841 -32%
CT
468
Coastline Trust
Rhode Island
$1.29M +$8.46K +111 +0.7%
ACM
469
Argentus Capital Management
Texas
$1.27M -$159K -2,089 -11%
WCM
470
Wunderlich Capital Managemnt
Tennessee
$1.27M -$48.2K -630 -4%
BFM
471
Boston Financial Management
Massachusetts
$1.26M +$15.5K +204 +1%
EFS
472
Essex Financial Services
Connecticut
$1.25M +$31.5K +413 +3%
SCM
473
Stonebridge Capital Management
California
$1.24M +$8.15K +107 +0.7%
FC
474
Fayerweather Charles
$1.24M -$1.75K -23 -0.1%
KFS
475
KMS Financial Services
Washington
$1.23M -$14.3K -188 -1%
17 18
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