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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 %
JWBC
501
J.W. Burns & Co
New York
$1.35M -$88K -1,060 -6%
AIA
502
Avalon Investment & Advisory
Texas
$1.34M -$35.8K -431 -3%
FC
503
Fayerweather Charles
$1.34M -$8.39K -101 -0.6%
EFS
504
Essex Financial Services
Connecticut
$1.34M -$17.3K -208 -1%
Bessemer Group
505
Bessemer Group
New Jersey
$1.34M +$316K +3,803 +31%
K
506
Kemper
Illinois
$1.33M – – –
ACI
507
Alpha Cubed Investments
California
$1.32M -$48.7K -586 -4%
JMH
508
J.M. Hartwell
New York
$1.29M – – –
KFC
509
Klingenstein Fields & Co
New York
$1.29M -$1.09M -13,110 -46%
JFA
510
JNBA Financial Advisors
Minnesota
$1.28M – – –
OCG
511
Opus Capital Group
Ohio
$1.27M -$115K -1,385 -8%
TCOTO
512
Trust Company of the Ozarks
Missouri
$1.26M -$14.1K -170 -1%
SSWM
513
Smith Salley Wealth Management
North Carolina
$1.26M +$140K +1,682 +13%
WSCM
514
Wellington Shields Capital Management
New York
$1.25M +$2.66K +32 +0.2%
WIS
515
Wright Investors Service
Connecticut
$1.25M -$71.8K -865 -5%
YIA
516
YHB Investment Advisors
Connecticut
$1.24M +$3.99K +48 +0.3%
EWMCB
517
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.23M +$1.23M +14,803 New
BOH
518
Bank of Hawaii
Hawaii
$1.23M -$57.2K -689 -4%
Toronto Dominion Bank
519
Toronto Dominion Bank
Ontario, Canada
$1.22M +$55.5K +669 +5%
HCM
520
Hall Capital Management
Rhode Island
$1.22M +$1.22M +14,718 New
CB
521
Chemical Bank
Michigan
$1.2M +$805K +9,692 +204%
PIM
522
Penobscot Investment Management
Massachusetts
$1.19M – – –
First Eagle Investment Management
523
First Eagle Investment Management
New York
$1.19M – – –
AHS
524
Aspiriant Holdings S3
California
$1.19M +$93.5K +1,126 +9%
FFA
525
Fragasso Financial Advisors
Pennsylvania
$1.18M -$15.4K -186 -1%
19 20
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