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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 %
PCM
526
Parsons Capital Management
Rhode Island
$1.17M +$181K +2,177 +18%
SCM
527
Shelton Capital Management
Colorado
$1.15M -$92.6K -1,116 -7%
State Street
528
State Street
Massachusetts
$1.15M – – –
PSI
529
Pinnacle Summer Investments
Virginia
$1.14M -$23.2K -279 -2%
GLA
530
Great Lakes Advisors
Illinois
$1.12M +$86.4K +1,040 +8%
CCA
531
Checchi Capital Advisers
California
$1.11M +$71.2K +858 +7%
CAN
532
Cetera Advisor Networks
California
$1.1M -$69.2K -834 -6%
CASB
533
Cape Ann Savings Bank
Massachusetts
$1.08M -$62.3K -750 -5%
SWP
534
Stratos Wealth Partners
Ohio
$1.06M +$135K +1,632 +15%
CA
535
Cetera Advisors
Colorado
$1.06M +$191K +2,283 +22%
LPT
536
Legacy Private Trust
Wisconsin
$1.05M +$185K +2,232 +21%
FBT
537
Founders Bank & Trust
Michigan
$1.05M -$42K -506 -4%
NAM
538
NTV Asset Management
West Virginia
$1.04M +$18.5K +223 +2%
GD
539
Grandfield & Dodd
New York
$1.01M -$11.8K -142 -1%
CFA
540
CT Financial Advisors
Pennsylvania
$1.01M +$1.01M +12,199 New
DC
541
Deere & Company
Illinois
$1.01M – – –
SPC
542
Sigma Planning Corp
Michigan
$1.01M +$1.01M +12,101 New
AAM
543
Azzad Asset Management
Virginia
$1M -$304K -3,663 -23%
PAM
544
Palisade Asset Management
Minnesota
$1M -$3.82K -46 -0.4%
GC
545
Garde Capital
Washington
$996K +$996K +11,997 New
ANTB
546
AMG National Trust Bank
Colorado
$986K +$986K +11,878 New
RFC
547
Regions Financial Corp
Alabama
$982K -$2.63M -31,713 -73%
CIC
548
Carnegie Investment Counsel
Ohio
$974K +$28.6K +335 +3%
HPC
549
HM Payson & Co
Maine
$953K +$63.5K +765 +7%
ST
550
Somerset Trust
Pennsylvania
$950K +$24.5K +295 +3%
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