NVS icon

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 %
PAG
526
Private Advisor Group
New Jersey
$893K +$69.3K +910 +8%
BCMO
527
Buckingham Capital Management (Ohio)
Ohio
$891K -$47.6K -625 -5%
CIC
528
Carnegie Investment Counsel
Ohio
$882K – – –
HT
529
HighTower Trust
Texas
$879K -$653K -8,578 -43%
IFB
530
iAB Financial Bank
Indiana
$871K +$12.7K +167 +1%
CCA
531
Cobblestone Capital Advisors
New York
$865K -$4.48M -58,849 -84%
GOCM
532
Grey Owl Capital Management
Virginia
$865K +$14.6K +192 +2%
PM
533
Penbrook Management
New York
$860K +$430K +5,803 +100%
MBTD
534
Mechanics Bank - Trust Department
California
$853K – – –
CBU
535
CIBC Bank USA
Illinois
$842K -$10.1K -132 -1%
SFSG
536
Stearns Financial Services Group
North Carolina
$841K +$838 +11 +0.1%
NAM
537
Nichols Asset Management
Massachusetts
$839K – – –
BUB
538
BBVA USA Bancshares
Texas
$839K +$29.4K +386 +4%
ACM
539
Argyle Capital Management
Pennsylvania
$835K – – –
1IC
540
1919 Investment Counsel
Maryland
$834K -$49.3K -647 -6%
DWT
541
Dorsey & Whitney Trust
South Dakota
$831K +$93.5K +1,228 +13%
PAMG
542
Patton Albertson Miller Group
Tennessee
$817K +$24.2K +318 +3%
ST
543
Spinnaker Trust
Maine
$807K – – –
EIM
544
Essex Investment Management
Massachusetts
$798K – – –
HPC
545
HM Payson & Co
Maine
$794K +$10.4K +137 +1%
IC
546
Inverness Counsel
New York
$781K – – –
MWR
547
McAdams Wright Ragen
Washington
$780K +$4.26K +56 +0.5%
ST
548
Somerset Trust
Pennsylvania
$768K +$36.1K +474 +5%
SAM
549
Silvercrest Asset Management
New York
$764K -$838 -11 -0.1%
CA
550
Cetera Advisors
Colorado
$755K -$153 -2 -0%
20 21
22
23 24