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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 %
IFB
526
iAB Financial Bank
Indiana
$919K -$9.09K -112 -1%
CCA
527
Checchi Capital Advisers
California
$914K +$182K +2,240 +25%
NAM
528
Nichols Asset Management
Massachusetts
$893K – – –
ACM
529
Argyle Capital Management
Pennsylvania
$889K – – –
CCA
530
Cobblestone Capital Advisors
New York
$883K -$38.5K -474 -4%
ST
531
Somerset Trust
Pennsylvania
$882K +$64.7K +797 +8%
SSWM
532
Smith Salley Wealth Management
North Carolina
$881K +$340K +4,192 +63%
MBTD
533
Mechanics Bank - Trust Department
California
$879K -$29.9K -368 -3%
SFSG
534
Stearns Financial Services Group
North Carolina
$875K -$19.7K -243 -2%
PL
535
Parkwood LLC
Ohio
$868K +$868K +10,702 New
HPC
536
HM Payson & Co
Maine
$867K +$21.7K +268 +3%
DWT
537
Dorsey & Whitney Trust
South Dakota
$865K -$20K -246 -2%
SWP
538
Stratos Wealth Partners
Ohio
$862K +$862K +10,596 New
EIM
539
Essex Investment Management
Massachusetts
$849K – – –
LPT
540
Legacy Private Trust
Wisconsin
$849K +$849K +10,466 New
CA
541
Cetera Advisors
Colorado
$848K +$49.7K +613 +6%
IAS
542
IMA Advisory Services
Colorado
$845K -$127K -1,562 -13%
CBU
543
CIBC Bank USA
Illinois
$837K -$60.2K -742 -7%
IC
544
Inverness Counsel
New York
$831K – – –
MWR
545
McAdams Wright Ragen
Washington
$831K – – –
CWM
546
Concert Wealth Management
California
$809K +$85.9K +1,106 +12%
BRWA
547
B. Riley Wealth Advisors
Florida
$807K +$639K +7,873 +380%
SAM
548
Silvercrest Asset Management
New York
$806K -$8.2K -101 -1%
AAM
549
Aberdeen Asset Management
United Kingdom
$788K – – –
MAA
550
Mraz Amerine & Associates
California
$784K +$54.5K +672 +7%
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