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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$222M
2
TH
TCTC Holdings
Texas
+$40.1M
3
PP
PDT Partners
New York
+$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$34.6M
5
Wells Fargo
Wells Fargo
California
+$30.7M

Top Sellers

1
Primecap Management
Primecap Management
California
-$151M
2
SCM
Sterling Capital Management
North Carolina
-$80.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.2M
4
Northern Trust
Northern Trust
Illinois
-$67.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
501
Penobscot Investment Management
Massachusetts
$1.21M -$44.2K -524 -4%
First Eagle Investment Management
502
First Eagle Investment Management
New York
$1.21M -$20K -237 -2%
SGAM
503
Steinberg Global Asset Management
Florida
$1.2M +$65.9K +781 +6%
CAN
504
Cetera Advisor Networks
California
$1.19M -$367K -4,367 -24%
PSI
505
Pinnacle Summer Investments
Virginia
$1.18M -$79.5K -943 -6%
State Street
506
State Street
Massachusetts
$1.16M -$5.06K -60 -0.4%
CASB
507
Cape Ann Savings Bank
Massachusetts
$1.16M -$2.36K -28 -0.2%
SSWM
508
Smith Salley Wealth Management
North Carolina
$1.14M +$218K +2,584 +24%
LMGAM
509
Liberty Mutual Group Asset Management
Massachusetts
$1.14M +$1.14M +13,454 New
AHS
510
Aspiriant Holdings S3
California
$1.11M +$74.4K +882 +7%
FBT
511
Founders Bank & Trust
Michigan
$1.11M -$43.7K -518 -4%
KFS
512
KMS Financial Services
Washington
$1.08M +$83.4K +988 +8%
CSS
513
Cubist Systematic Strategies
Connecticut
$1.07M +$648K +7,685 +153%
CCA
514
Checchi Capital Advisers
California
$1.06M +$110K +1,302 +12%
GLA
515
Great Lakes Advisors
Illinois
$1.05M -$13.2K -157 -1%
GD
516
Grandfield & Dodd
New York
$1.04M +$25.7K +305 +3%
NAM
517
NTV Asset Management
West Virginia
$1.04M – – –
Bessemer Group
518
Bessemer Group
New Jersey
$1.04M -$43.9K -521 -4%
DC
519
Deere & Company
Illinois
$1.02M -$77.2K -915 -7%
PAM
520
Palisade Asset Management
Minnesota
$1.02M -$506 -6 -0%
PCM
521
Parsons Capital Management
Rhode Island
$1.01M -$3.8K -45 -0.4%
Toronto Dominion Bank
522
Toronto Dominion Bank
Ontario, Canada
$1M -$22.1K -311 -2%
VKH
523
Virtu KCG Holdings
New York
$994K -$210K -2,491 -17%
AI
524
Atria Investments
North Carolina
$984K +$25.1K +298 +3%
NFG
525
Next Financial Group
Texas
$976K +$970K +11,505 +17,172%
19 20
21
22 23