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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.

New
Increased
Maintained
Reduced
Closed
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
SCM
Sterling Capital Management
North Carolina
$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$181M
3
Renaissance Technologies
Renaissance Technologies
New York
$79.8M
4
FWIA
Fort Washington Investment Advisors
Ohio
$87.6M
5
Northern Trust
Northern Trust
Illinois
$354M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
Brown Brothers Harriman & Co
New York
$962M
3
IC
Institutional Capital
Illinois
$0
4
SCCM
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
Dodge & Cox
California
$4.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
Wheatland Advisors
Pennsylvania
$1.53M – – –
SF
477
Synovus Financial
Georgia
$1.52M -$244K -2,943 -14%
SFP
478
Santa Fe Partners
New Mexico
$1.51M -$1.77M -21,329 -54%
DDC
479
Daniel Devine & Co
Florida
$1.51M +$1.51M +18,135 New
CCA
480
Catalyst Capital Advisors
New York
$1.5M – – –
FPFS
481
First Personal Financial Services
North Carolina
$1.5M +$1.5M +18,086 New
PJSIMP
482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.5M +$7.47K +90 +0.5%
HC
483
Hawkins Capital
Texas
$1.48M – – –
CT
484
Coastline Trust
Rhode Island
$1.48M +$29.2K +352 +2%
AIA
485
AIMZ Investment Advisors
California
$1.47M +$1.47M +17,728 New
SWA
486
SFMG Wealth Advisors
Texas
$1.47M +$1.47M +17,658 New
OSNBOA
487
Old Second National Bank of Aurora
Illinois
$1.47M +$75.7K +912 +5%
FC
488
FIC Capital
New York
$1.45M – – –
VNA
489
Valley National Advisers
Pennsylvania
$1.43M +$1.43M +19,871 New
SCA
490
Stonebridge Capital Advisors
Minnesota
$1.43M +$1.15M +13,902 +419%
RHBC
491
R.H. Bluestein & Co
Michigan
$1.43M – – –
MCM
492
Millie Capital Management
California
$1.43M +$1.43M +17,184 New
WB
493
Webster Bank
Connecticut
$1.42M -$348K -4,185 -20%
JHIU
494
Janus Henderson Investors US
Colorado
$1.41M +$1.41M +16,926 New
GA
495
GFS Advisors
Texas
$1.4M – – –
MCM
496
Murphy Capital Management
New Jersey
$1.39M -$13.9K -167 -1%
LIM
497
Leavell Investment Management
Alabama
$1.38M – – –
SCM
498
Stonebridge Capital Management
California
$1.38M -$13.9K -167 -1%
BP
499
Ballentine Partners
Massachusetts
$1.38M +$1.02M +12,254 +283%
BFM
500
Boston Financial Management
Massachusetts
$1.36M -$23.2K -279 -2%
18 19
20
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