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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.

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
1
Loomis, Sayles & Company
Massachusetts
$245M
2
MHI
2
Miller Howard Investments
New York
$59.3M
3
VKH
3
Virtu KCG Holdings
New York
$52.2M
4
AG
4
Aperio Group
California
$45.8M
5
Northern Trust
5
Northern Trust
Illinois
$275M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.04B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$216M
3
TCIM
3
TIAA CREF Investment Management
New York
$18.1M
4
WHG
4
Westwood Holdings Group
Texas
$75.7M
5
HTC
5
Haverford Trust Company
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$159M +$15.1M +197,729 +11%
Morgan Stanley
27
Morgan Stanley
New York
$156M -$28M -367,086 -15%
SCCM
28
Schafer Cullen Capital Management
New York
$156M +$10.7M +140,973 +7%
IC
29
Institutional Capital
Illinois
$141M +$9.64M +126,479 +7%
BG
30
Bahl & Gaynor
Ohio
$139M -$264K -3,466 -0.2%
Mawer Investment Management
31
Mawer Investment Management
Alberta, Canada
$139M +$12.5M +164,718 +10%
CI
32
Cambiar Investors
Colorado
$139M +$7.77M +102,044 +6%
SCM
33
Sterling Capital Management
North Carolina
$138M -$1.8M -23,649 -1%
Ameriprise
34
Ameriprise
Minnesota
$137M +$30.9M +405,367 +29%
SSM
35
Sound Shore Management
Connecticut
$129M -$10.1M -132,621 -7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$129M +$16.2M +212,666 +14%
Capital International Investors
37
Capital International Investors
California
$124M – – –
USSCPF
38
United States Steel & Carnegie Pension Fund
New York
$122M – – –
TIM
39
Thornburg Investment Management
New Mexico
$117M -$17.5M -229,853 -13%
JWBC
40
John W. Bristol & Co
New York
$114M -$1.37M -18,048 -1%
SI
41
Scharf Investments
California
$106M +$5.37M +70,510 +5%
USAA
42
United Services Automobile Association
Texas
$100M +$3.27M +42,982 +3%
SC
43
Saturna Capital
Washington
$94.8M -$5.68M -74,549 -6%
Fayez Sarofim & Co
44
Fayez Sarofim & Co
Texas
$93.9M -$714K -9,379 -0.8%
RFS
45
Rockefeller Financial Services
New York
$91.5M +$3.09M +40,568 +3%
Goldman Sachs
46
Goldman Sachs
New York
$89M +$29.5M +387,740 +50%
SI
47
Scout Investments
Missouri
$80.5M +$206K +2,704 +0.3%
CS
48
Credit Suisse
Switzerland
$80.4M +$13.5M +176,785 +20%
Capital World Investors
49
Capital World Investors
California
$79.4M – – –
Brown Advisory
50
Brown Advisory
Maryland
$78.1M -$3.1M -40,668 -4%
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