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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 %
SRC
451
Shufro Rose & Co
New York
$1.51M – – –
APFBOT
452
Amica Pension Fund Board of Trustees
Rhode Island
$1.5M – – –
CAN
453
Cetera Advisor Networks
California
$1.5M +$70.5K +872 +5%
JWBC
454
J.W. Burns & Co
New York
$1.49M -$2.27K -28 -0.2%
WA
455
Wheatland Advisors
Pennsylvania
$1.49M -$113K -1,395 -7%
Federated Hermes
456
Federated Hermes
Pennsylvania
$1.48M +$731K +9,016 +98%
HC
457
Hawkins Capital
Texas
$1.45M – – –
Lord, Abbett & Co
458
Lord, Abbett & Co
New Jersey
$1.45M +$335K +4,129 +30%
FC
459
FIC Capital
New York
$1.43M -$9K -111 -0.6%
RHBC
460
R.H. Bluestein & Co
Michigan
$1.41M +$29.3K +361 +2%
PJSIMP
461
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.41M +$2.92K +36 +0.2%
ACI
462
Alpha Cubed Investments
California
$1.39M -$55.6K -686 -4%
CT
463
Coastline Trust
Rhode Island
$1.37M -$2.19K -27 -0.2%
BFM
464
Boston Financial Management
Massachusetts
$1.37M +$24.9K +307 +2%
WIS
465
Wright Investors Service
Connecticut
$1.36M -$821K -10,117 -38%
OCG
466
Opus Capital Group
Ohio
$1.35M -$85.6K -1,055 -6%
EFS
467
Essex Financial Services
Connecticut
$1.33M -$2.68K -33 -0.2%
SCM
468
Stonebridge Capital Management
California
$1.33M – – –
MCM
469
Murphy Capital Management
New Jersey
$1.32M +$99.6K +1,228 +8%
AIG
470
American International Group
New York
$1.32M +$33.8K +417 +3%
FC
471
Fayerweather Charles
$1.31M -$3.16K -39 -0.2%
LIM
472
Leavell Investment Management
Alabama
$1.31M +$271K +3,344 +26%
WWM
473
Willingdon Wealth Management
North Carolina
$1.31M +$91.8K +1,131 +8%
K
474
Kemper
Illinois
$1.3M – – –
MSFP
475
Mark Sheptoff Financial Planning
Connecticut
$1.29M -$90K -1,110 -7%
17 18
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