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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 %
Bessemer Group
501
Bessemer Group
New Jersey
$1.04M +$77.3K +1,013 +8%
CFA
502
CT Financial Advisors
Pennsylvania
$1.03M +$1.03M +11,670 New
QIM
503
Quantitative Investment Management
Virginia
$1.03M +$76.5K +1,005 +8%
BOH
504
Bank of Hawaii
Hawaii
$1.03M +$56.7K +744 +6%
GVT
505
Genesee Valley Trust
New York
$1.01M +$42.4K +557 +4%
FBT
506
Founders Bank & Trust
Michigan
$1M +$48.2K +633 +5%
AIA
507
Avalon Investment & Advisory
Texas
$996K -$10.7K -140 -1%
VCM
508
Violich Capital Management
California
$994K -$15.2K -200 -2%
CPIM
509
Columbia Partners Investment Management
Virginia
$988K -$654K -8,584 -40%
SGAM
510
Steinberg Global Asset Management
Florida
$973K -$6.43M -84,428 -87%
LIM
511
Leavell Investment Management
Alabama
$973K – – –
CCA
512
Catalyst Capital Advisors
New York
$972K +$38.3K +502 +4%
CCM
513
Chickasaw Capital Management
Tennessee
$960K +$24.9K +327 +3%
ASN
514
Advisory Services Network
Georgia
$947K +$30.1K +395 +3%
NAM
515
NTV Asset Management
West Virginia
$939K – – –
FFA
516
Fragasso Financial Advisors
Pennsylvania
$923K – – –
PCM
517
Parsons Capital Management
Rhode Island
$922K -$28.3K -371 -3%
PAM
518
Palisade Asset Management
Minnesota
$922K -$17K -223 -2%
GD
519
Grandfield & Dodd
New York
$919K -$35.1K -460 -4%
GLA
520
Great Lakes Advisors
Illinois
$919K -$3.5K -46 -0.4%
SAM
521
Smithbridge Asset Management
Pennsylvania
$918K -$8.45K -111 -0.9%
GI
522
GAMCO Investors
Connecticut
$913K -$8.46K -111 -0.9%
IAS
523
IMA Advisory Services
Colorado
$913K +$3.35K +44 +0.4%
CTC
524
Central Trust Company
Missouri
$894K -$61.1K -802 -6%
AHS
525
Aspiriant Holdings S3
California
$894K -$33.1K -434 -4%
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