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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 %
Capital Fund Management (CFM)
526
Capital Fund Management (CFM)
France
$972K -$1.93M -22,875 -66%
NRS
527
Neville Rodie & Shaw
New York
$967K +$967K +11,469 New
GI
528
GAMCO Investors
Connecticut
$959K -$4.72K -56 -0.5%
IT
529
Investors Trust
Texas
$958K -$889K -10,531 -48%
BP
530
Banyan Partners
Florida
$951K -$222K -2,627 -19%
IAS
531
IMA Advisory Services
Colorado
$949K +$70.6K +837 +8%
ACM
532
Argentus Capital Management
Texas
$945K -$27.3K -324 -3%
ST
533
Somerset Trust
Pennsylvania
$941K +$23.5K +279 +3%
SWP
534
Stratos Wealth Partners
Ohio
$941K +$47.6K +565 +5%
CIC
535
Carnegie Investment Counsel
Ohio
$935K -$54.2K -642 -5%
BCMO
536
Buckingham Capital Management (Ohio)
Ohio
$934K -$39.1K -464 -4%
CTC
537
Central Trust Company
Missouri
$930K -$59.4K -704 -6%
NAM
538
Nichols Asset Management
Massachusetts
$929K – – –
ACM
539
Argyle Capital Management
Pennsylvania
$925K – – –
HI
540
HBK Investments
Texas
$925K +$925K +10,967 New
IFB
541
iAB Financial Bank
Indiana
$922K -$32.9K -390 -3%
Two Sigma Investments
542
Two Sigma Investments
New York
$920K +$920K +10,912 New
SFSG
543
Stearns Financial Services Group
North Carolina
$910K – – –
Hotchkis & Wiley Capital Management
544
Hotchkis & Wiley Capital Management
California
$908K -$60.2M -714,098 -99%
HPC
545
HM Payson & Co
Maine
$903K +$1.6K +19 +0.2%
DWT
546
Dorsey & Whitney Trust
South Dakota
$898K – – –
Vanguard Group
547
Vanguard Group
Pennsylvania
$885K +$885K +10,490 New
EIM
548
Essex Investment Management
Massachusetts
$883K – – –
TYCC
549
Texas Yale Capital Corp
Florida
$879K +$456K +5,400 +108%
LPT
550
Legacy Private Trust
Wisconsin
$878K -$4.72K -56 -0.5%
20 21
22
23 24