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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.

New
Increased
Maintained
Reduced
Closed
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
Loomis, Sayles & Company
Massachusetts
+$71.6M
2
MHI
Miller Howard Investments
New York
+$59.3M
3
VKH
Virtu KCG Holdings
New York
+$50.9M
4
AG
Aperio Group
California
+$45.8M
5
Northern Trust
Northern Trust
Illinois
+$44.9M

Top Sellers

1
Primecap Management
Primecap Management
California
-$230M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$143M
3
TCIM
TIAA CREF Investment Management
New York
-$101M
4
WHG
Westwood Holdings Group
Texas
-$73.8M
5
HTC
Haverford Trust Company
Pennsylvania
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
476
JNBA Financial Advisors
Minnesota
$1.22M -$62.5K -820 -5%
K
477
Kemper
Illinois
$1.22M – – –
AIG
478
American International Group
New York
$1.2M +$42.8K +562 +4%
TCOTO
479
Trust Company of the Ozarks
Missouri
$1.2M -$20.9K -275 -2%
PWP
480
Private Wealth Partners
California
$1.2M – – –
ONB
481
Old National Bancorp
Indiana
$1.2M -$46.3K -607 -4%
JMH
482
J.M. Hartwell
New York
$1.19M +$42.5K +558 +4%
PSI
483
Pinnacle Summer Investments
Virginia
$1.16M +$52.6K +676 +5%
SCM
484
Shelton Capital Management
Colorado
$1.14M – – –
MCM
485
Murphy Capital Management
New Jersey
$1.14M -$17K -223 -1%
HFS
486
HL Financial Services
Kentucky
$1.14M +$98.9K +1,298 +9%
WSCM
487
Wellington Shields Capital Management
New York
$1.14M – – –
WWM
488
Willingdon Wealth Management
North Carolina
$1.14M +$115K +1,505 +11%
AAM
489
Azzad Asset Management
Virginia
$1.13M +$49.8K +654 +5%
PIM
490
Penobscot Investment Management
Massachusetts
$1.13M +$25.5K +335 +2%
First Eagle Investment Management
491
First Eagle Investment Management
New York
$1.11M – – –
ATC
492
Argent Trust Company
Louisiana
$1.1M -$21.3K -279 -2%
YIA
493
YHB Investment Advisors
Connecticut
$1.1M +$97.3K +1,278 +10%
PIA
494
Peachtree Investment Advisors
Georgia
$1.1M +$11.7K +154 +1%
SCA
495
SAC Capital Advisors
Connecticut
$1.09M +$365K +4,789 +50%
Toronto Dominion Bank
496
Toronto Dominion Bank
Ontario, Canada
$1.09M +$471K +5,952 +76%
DC
497
Deere & Company
Illinois
$1.07M – – –
State Street
498
State Street
Massachusetts
$1.06M -$7.69K -101 -0.7%
CASB
499
Cape Ann Savings Bank
Massachusetts
$1.06M -$10.2K -134 -1%
Lord, Abbett & Co
500
Lord, Abbett & Co
New Jersey
$1.05M +$76.6K +1,005 +8%
18 19
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