NVS icon

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 %
SGAM
501
Steinberg Global Asset Management
Florida
$1.1M +$58.4K +720 +6%
PIA
502
Peachtree Investment Advisors
Georgia
$1.07M -$95.1K -1,172 -8%
DC
503
Deere & Company
Illinois
$1.06M -$80.5K -993 -7%
PAG
504
Private Advisor Group
New Jersey
$1.05M +$103K +1,271 +11%
Bessemer Group
505
Bessemer Group
New Jersey
$1.04M -$68.2K -841 -6%
CCA
506
Catalyst Capital Advisors
New York
$1.04M – – –
VCM
507
Violich Capital Management
California
$1.02M -$36.2K -446 -3%
GLA
508
Great Lakes Advisors
Illinois
$1.02M +$38.8K +479 +4%
NAM
509
NTV Asset Management
West Virginia
$999K – – –
FFA
510
Fragasso Financial Advisors
Pennsylvania
$999K +$16.5K +203 +2%
AHS
511
Aspiriant Holdings S3
California
$997K +$45.3K +559 +5%
PAM
512
Palisade Asset Management
Minnesota
$982K – – –
FAM
513
Formidable Asset Management
Ohio
$978K +$978K +12,053 New
GD
514
Grandfield & Dodd
New York
$977K -$1.14K -14 -0.1%
PCM
515
Parsons Capital Management
Rhode Island
$975K -$7.47K -92 -0.8%
BUB
516
BBVA USA Bancshares
Texas
$966K +$72.5K +894 +8%
ASN
517
Advisory Services Network
Georgia
$965K -$43.1K -531 -4%
KFS
518
KMS Financial Services
Washington
$960K -$353K -4,350 -27%
CTC
519
Central Trust Company
Missouri
$952K -$568 -7 -0.1%
CIC
520
Carnegie Investment Counsel
Ohio
$951K +$12.2K +151 +1%
BCMO
521
Buckingham Capital Management (Ohio)
Ohio
$936K -$12.2K -150 -1%
HT
522
HighTower Trust
Texas
$936K – – –
ACM
523
Argentus Capital Management
Texas
$935K -$418K -5,151 -31%
GI
524
GAMCO Investors
Connecticut
$927K -$45.3K -558 -5%
AI
525
Atria Investments
North Carolina
$922K -$729K -8,995 -44%
19 20
21
22 23