Novartis
NVS
919 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.
137% more call options, than puts
Call options by funds: $183M | Put options by funds: $76.9M
115% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 47
5% more funds holding
Funds holding: 875 → 919 (+44)
5% more repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 320
0.05% more ownership
Funds ownership: 9.72% → 9.77% (+0.05%)
1% less capital invested
Capital invested by funds: $22.5B → $22.3B (-$272M)
13% less funds holding in top 10
Funds holding in top 10: 71 → 62 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$71.7M |
| 2 |
Bank of New York Mellon
New York
|
+$63.7M |
| 3 |
Renaissance Technologies
New York
|
+$53.2M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$51.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$106M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$87.9M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$76.8M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
-$68.4M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$53.7M |
NVS Hedge Fund Activity: Q4 2014 in Review
919 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q4 2014, worth a combined $22.3B — down 1.2% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new NVS positions and 47 closed out — a net gain of 54 holders — while 335 added to existing stakes and 320 trimmed.
The largest buyer was Sterling Capital Management, adding an estimated $71.7M. The largest seller was Arrowstreet Capital, cutting an estimated $106M.
- 919 institutional investors held Novartis (NVS) as of Q4 2014, up from 875 in Q3 2014.
- Funds reported $22.3B of Novartis stock for Q4 2014, down 1.2% quarter-over-quarter.
- 101 funds opened new Novartis positions in Q4 2014 and 47 closed out, a net change of +54 holders.
- The largest Novartis buyer in Q4 2014 was Sterling Capital Management, an estimated $71.7M added.
- The largest Novartis seller in Q4 2014 was Arrowstreet Capital, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2014.