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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.

New
Increased
Maintained
Reduced
Closed
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
Dodge & Cox
California
+$422M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
3
Northern Trust
Northern Trust
Illinois
+$72.5M
4
Parnassus Investments
Parnassus Investments
California
+$39.1M
5
TAM
Tocqueville Asset Management
New York
+$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$150M
2
Franklin Resources
Franklin Resources
California
-$126M
3
Invesco
Invesco
Georgia
-$105M
4
BBHC
Brown Brothers Harriman & Co
New York
-$89.8M
5
IC
Institutional Capital
Illinois
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
476
First Merchants Corp
Indiana
$1.28M +$680K +8,379 +113%
JFA
477
JNBA Financial Advisors
Minnesota
$1.28M -$18.1K -223 -1%
PWP
478
Private Wealth Partners
California
$1.28M – – –
HFS
479
HL Financial Services
Kentucky
$1.27M +$50.3K +620 +4%
Renaissance Technologies
480
Renaissance Technologies
New York
$1.27M -$7.42M -91,512 -85%
JMH
481
J.M. Hartwell
New York
$1.26M – – –
BOH
482
Bank of Hawaii
Hawaii
$1.25M +$160K +1,968 +15%
DCM
483
Dynamic Capital Management
Jersey
$1.25M +$1.25M +15,419 New
AAM
484
Azzad Asset Management
Virginia
$1.24M +$30.7K +378 +3%
WSCM
485
Wellington Shields Capital Management
New York
$1.23M +$13.5K +167 +1%
SCM
486
Shelton Capital Management
Colorado
$1.22M – – –
TCOTO
487
Trust Company of the Ozarks
Missouri
$1.22M -$63.4K -781 -5%
PSI
488
Pinnacle Summer Investments
Virginia
$1.21M – – –
PIM
489
Penobscot Investment Management
Massachusetts
$1.21M +$4.38K +54 +0.4%
YIA
490
YHB Investment Advisors
Connecticut
$1.19M +$18.3K +226 +2%
First Eagle Investment Management
491
First Eagle Investment Management
New York
$1.18M – – –
Toronto Dominion Bank
492
Toronto Dominion Bank
Ontario, Canada
$1.17M +$52.9K +653 +5%
VKH
493
Virtu KCG Holdings
New York
$1.16M -$54.4M -670,507 -98%
BP
494
Banyan Partners
Florida
$1.13M +$757K +9,340 +205%
State Street
495
State Street
Massachusetts
$1.12M -$9.07K -112 -0.8%
CASB
496
Cape Ann Savings Bank
Massachusetts
$1.12M -$6.33K -78 -0.6%
1IC
497
1919 Investment Counsel
Maryland
$1.12M +$228K +2,810 +26%
AIA
498
Avalon Investment & Advisory
Texas
$1.11M +$53.9K +664 +5%
FBT
499
Founders Bank & Trust
Michigan
$1.11M +$38.8K +478 +4%
PWS
500
Peloton Wealth Strategists
Indiana
$1.1M -$1.91M -25,835 -63%
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