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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 %
NGA
551
Naples Global Advisors
Florida
$777K +$27.2K +335 +4%
WS
552
Wedbush Securities
California
$766K +$59K +728 +8%
DSC
553
Duncker Streett & Co
Missouri
$764K – – –
PAMG
554
Patton Albertson Miller Group
Tennessee
$762K -$107K -1,323 -12%
FGP
555
Foyston, Gordon, & Payne
Ontario, Canada
$757K – – –
PVWM
556
Point View Wealth Management
New Jersey
$755K -$1.22K -15 -0.2%
AP
557
Advisor Partners
California
$749K +$1.06K +13 +0.1%
GVT
558
Genesee Valley Trust
New York
$740K -$340K -4,184 -31%
BFA
559
BlackRock Fund Advisors
California
$740K +$3.57K +44 +0.5%
FCCM
560
First City Capital Management
Georgia
$731K -$13.6K -168 -2%
JC
561
Jacobs & Co
California
$726K -$41.7K -514 -5%
IIC
562
Ironwood Investment Counsel
Arizona
$726K +$4.54K +56 +0.6%
CCM
563
Chickasaw Capital Management
Tennessee
$724K -$298K -3,675 -29%
WCBA
564
Weaver C. Barksdale & Associates
Tennessee
$723K +$253K +3,125 +54%
LDB
565
Lee, Danner & Bass
Tennessee
$713K +$11.8K +146 +2%
SG Americas Securities
566
SG Americas Securities
New York
$712K +$18.1K +223 +3%
SFP
567
Santa Fe Partners
New Mexico
$711K -$3.17M -39,057 -82%
LCM
568
Logan Capital Management
Pennsylvania
$692K +$44.7K +550 +7%
IB
569
Intrust Bank
Kansas
$678K +$37.3K +460 +6%
NA
570
Navellier & Associates
Nevada
$675K -$27.7K -342 -4%
BWAM
571
Boyd Watterson Asset Management
Ohio
$674K -$4.38K -54 -0.6%
HCC
572
Hirtle Callaghan & Co
Pennsylvania
$674K +$263K +3,237 +64%
GHAM
573
Gilman Hill Asset Management
Connecticut
$668K -$6.74K -83 -1%
Citadel Advisors
574
Citadel Advisors
Florida
$664K -$99.6K -1,228 -13%
DC
575
Davenport & Co
Virginia
$645K -$87.4K -1,078 -12%
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