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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 %
AAM
551
Aberdeen Asset Management
United Kingdom
$740K – – –
DMC
552
Drexel Morgan & Co
Pennsylvania
$737K – – –
CP
553
Camelot Portfolios
Ohio
$734K -$959K -12,587 -57%
JC
554
Jacobs & Co
California
$721K +$85K +1,116 +13%
DSC
555
Duncker Streett & Co
Missouri
$718K – – –
Citadel Advisors
556
Citadel Advisors
Florida
$717K -$1.42M -18,693 -66%
Credit Agricole
557
Credit Agricole
France
$714K +$51K +669 +8%
FGP
558
Foyston, Gordon, & Payne
Ontario, Canada
$711K -$22.1K -290 -3%
PVWM
559
Point View Wealth Management
New Jersey
$710K -$38.6K -507 -5%
FNYS
560
First New York Securities
New York
$706K +$706K +9,263 New
NGA
561
Naples Global Advisors
Florida
$704K +$50.9K +669 +8%
AP
562
Advisor Partners
California
$702K -$16.9K -222 -2%
FCCM
563
First City Capital Management
Georgia
$700K -$8.46K -111 -1%
Federated Hermes
564
Federated Hermes
Pennsylvania
$699K +$58.6K +769 +9%
BFA
565
BlackRock Fund Advisors
California
$691K +$1.68K +22 +0.2%
DC
566
Davenport & Co
Virginia
$688K -$16.2K -213 -2%
CCA
567
Checchi Capital Advisers
California
$687K -$2.97K -39 -0.4%
MAA
568
Mraz Amerine & Associates
California
$685K -$32.2K -422 -4%
BAM
569
Burgundy Asset Management
Ontario, Canada
$685K – – –
SFSIG
570
San Francisco Sentry Investment Group
California
$684K – – –
IIC
571
Ironwood Investment Counsel
Arizona
$678K +$3.81K +50 +0.6%
CWM
572
Concert Wealth Management
California
$676K +$38.6K +532 +6%
WS
573
Wedbush Securities
California
$664K +$143K +1,875 +27%
CIP
574
Convergence Investment Partners
Florida
$662K -$168K -2,211 -20%
NA
575
Navellier & Associates
Nevada
$660K -$32.1K -422 -5%
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