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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.

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
1
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
3
Northern Trust
Illinois
$365M
4
Parnassus Investments
4
Parnassus Investments
California
$246M
5
TAM
5
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$239M
3
Invesco
3
Invesco
Georgia
$254M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
5
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$170M +$1.6M +19,755 +0.9%
SCCM
27
Schafer Cullen Capital Management
New York
$164M -$1.42M -17,508 -0.9%
Morgan Stanley
28
Morgan Stanley
New York
$154M -$11.9M -146,127 -7%
BG
29
Bahl & Gaynor
Ohio
$148M -$343K -4,223 -0.2%
CI
30
Cambiar Investors
Colorado
$145M -$2.89M -35,635 -2%
Ameriprise
31
Ameriprise
Minnesota
$145M -$436K -5,369 -0.3%
TIM
32
Thornburg Investment Management
New Mexico
$144M +$19.9M +244,955 +16%
Mawer Investment Management
33
Mawer Investment Management
Alberta, Canada
$142M -$5.83M -71,828 -4%
SCM
34
Sterling Capital Management
North Carolina
$141M -$5.31M -65,495 -4%
Capital International Investors
35
Capital International Investors
California
$133M – – –
SSM
36
Sound Shore Management
Connecticut
$131M -$7.21M -88,909 -5%
USSCPF
37
United States Steel & Carnegie Pension Fund
New York
$130M – – –
JWBC
38
John W. Bristol & Co
New York
$119M -$2.7M -33,249 -2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$116M -$21.3M -262,664 -16%
SI
40
Scharf Investments
California
$115M +$2.1M +25,852 +2%
USAA
41
United Services Automobile Association
Texas
$108M +$1.43M +17,660 +1%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$102M +$101M +1,243,247 +6,790%
Fayez Sarofim & Co
43
Fayez Sarofim & Co
Texas
$102M +$1.56M +19,227 +2%
SC
44
Saturna Capital
Washington
$101M – – –
RFS
45
Rockefeller Financial Services
New York
$99.3M +$1.91M +23,606 +2%
T
46
Thomaspartners
Massachusetts
$90.5M +$9.37M +115,459 +12%
WHG
47
Westwood Holdings Group
Texas
$87.9M +$7.25M +89,392 +9%
Capital World Investors
48
Capital World Investors
California
$84.6M – – –
EAM
49
Edge Asset Management
Washington
$83M +$2.37M +29,221 +3%
Brown Advisory
50
Brown Advisory
Maryland
$81M -$2.08M -25,686 -3%
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