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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 %
WB
451
Webster Bank
Connecticut
$1.79M -$336K -3,989 -16%
COI
452
Connable Office Inc
Michigan
$1.79M – – –
SG Americas Securities
453
SG Americas Securities
New York
$1.78M +$1.04M +12,276 +140%
WA
454
WealthTrust Axiom
Pennsylvania
$1.77M – – –
PAG
455
Private Advisor Group
New Jersey
$1.7M +$606K +7,185 +55%
SBH
456
Segall Bryant & Hamill
Illinois
$1.69M -$843 -10 -0%
CT
457
Cambridge Trust
Massachusetts
$1.68M -$9.7K -115 -0.6%
RNS
458
Robert N. Shapiro
$1.65M -$249K -2,957 -13%
JIC
459
Johnson Investment Counsel
Ohio
$1.64M +$759 +9 +0%
OC
460
Oarsman Capital
Wisconsin
$1.63M +$5.23K +62 +0.3%
LBC
461
Lowe Brockenbrough & Co
Virginia
$1.62M -$22.1K -262 -1%
WCF
462
West Coast Financial
California
$1.61M -$137K -1,621 -8%
RGC
463
Roberts, Glore & Co
Illinois
$1.6M -$3.29K -39 -0.2%
SRC
464
Shufro Rose & Co
New York
$1.57M – – –
APFBOT
465
Amica Pension Fund Board of Trustees
Rhode Island
$1.56M – – –
WA
466
Wheatland Advisors
Pennsylvania
$1.55M – – –
QT
467
Quantbot Technologies
New York
$1.53M +$1.53M +18,170 New
CCA
468
Catalyst Capital Advisors
New York
$1.53M +$452K +5,357 +42%
PJSIMP
469
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.52M +$48.3K +573 +3%
HC
470
Hawkins Capital
Texas
$1.51M – – –
1IC
471
1919 Investment Counsel
Maryland
$1.49M +$329K +3,895 +28%
CT
472
Coastline Trust
Rhode Island
$1.48M +$51.7K +613 +4%
FC
473
FIC Capital
New York
$1.48M -$9.44K -112 -0.6%
AIG
474
American International Group
New York
$1.46M +$95.4K +1,131 +7%
JWBC
475
J.W. Burns & Co
New York
$1.46M -$94.1K -1,116 -6%
17 18
19
20 21