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Novartis
NVS

Overview Fund Activity

918 hedge funds and large institutions have $22.3B invested in Novartis in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 47 closing their positions.

Holders
918
Holders Change
+44
Holders Change %
+5.03%
% of All Funds
24.5%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.65%
New
101
Increased
335
Reduced
320
Closed
47
Calls
$183M
Puts
$76.9M
Net Calls
+$106M
Net Calls Change
+$28.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$452M
2
SCM
2
Sterling Capital Management
North Carolina
$138M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$79.8M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$87.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$962M
3
IC
3
Institutional Capital
Illinois
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
5
Dodge & Cox
California
$4.66B
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
26
Macquarie Group
Australia
$176M 1,898,216 -142,080 -7%
SSM
27
Sound Shore Management
Connecticut
$171M 1,849,897 +132,628 +8%
Mawer Investment Management
28
Mawer Investment Management
Alberta, Canada
$162M 1,744,438 +78,026 +5%
BG
29
Bahl & Gaynor
Ohio
$156M 1,683,201 +26,912 +2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$154M 1,659,582 -316,653 -16%
Ameriprise
31
Ameriprise
Minnesota
$152M 1,638,988 +22,628 +1%
CI
32
Cambiar Investors
Colorado
$145M 1,559,773 -42,233 -3%
SCM
33
Sterling Capital Management
North Carolina
$138M 1,485,845 +775,500 +109%
SI
34
Scharf Investments
California
$137M 1,475,768 +128,512 +10%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$137M 1,473,725 -1,150,518 -44%
Capital International Investors
36
Capital International Investors
California
$136M 1,464,000 – –
USSCPF
37
United States Steel & Carnegie Pension Fund
New York
$133M 1,430,642 – –
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$126M 1,356,658 +208,666 +18%
USAA
39
United Services Automobile Association
Texas
$117M 1,265,061 +58,169 +5%
JWBC
40
John W. Bristol & Co
New York
$114M 1,233,637 -32,906 -3%
T
41
Thomaspartners
Massachusetts
$106M 1,138,924 +74,713 +7%
RFS
42
Rockefeller Financial Services
New York
$105M 1,137,989 -16,538 -1%
SC
43
Saturna Capital
Washington
$103M 1,115,253 – –
SCCM
44
Schafer Cullen Capital Management
New York
$100M 1,080,490 -739,352 -41%
FWIA
45
Fort Washington Investment Advisors
Ohio
$87.6M 945,352 +559,438 +145%
Capital World Investors
46
Capital World Investors
California
$86.5M 934,000 – –
CS
47
Credit Suisse
Switzerland
$82.6M 891,521 -6,601 -0.7%
PPA
48
Parametric Portfolio Associates
Washington
$81.9M 884,005 +62,140 +8%
Brown Advisory
49
Brown Advisory
Maryland
$81.3M 877,626 -11,781 -1%
Renaissance Technologies
50
Renaissance Technologies
New York
$79.8M 860,800 +574,900 +201%
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