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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 %
CA
551
Cetera Advisors
Colorado
$877K -$3.2K -38 -0.4%
IC
552
Inverness Counsel
New York
$864K – – –
MWR
553
McAdams Wright Ragen
Washington
$855K -$9.02K -107 -1%
CCA
554
Cobblestone Capital Advisors
New York
$854K -$64.1K -760 -7%
WS
555
Wedbush Securities
California
$847K +$50.5K +599 +6%
CBU
556
CIBC Bank USA
Illinois
$841K -$29.4K -348 -3%
SAM
557
Silvercrest Asset Management
New York
$838K – – –
MAA
558
Mraz Amerine & Associates
California
$834K +$19.3K +229 +2%
NGA
559
Naples Global Advisors
Florida
$820K +$11.7K +139 +1%
CWM
560
Concert Wealth Management
California
$801K -$72.5K -865 -8%
DSC
561
Duncker Streett & Co
Missouri
$795K – – –
PAMG
562
Patton Albertson Miller Group
Tennessee
$794K +$9.35K +112 +1%
DMC
563
Drexel Morgan & Co
Pennsylvania
$793K -$17.6K -209 -2%
AP
564
Advisor Partners
California
$787K +$8.1K +96 +1%
GVT
565
Genesee Valley Trust
New York
$783K +$14.1K +167 +2%
HL
566
HeadInvest LLC
Maine
$779K +$247K +2,968 +46%
FGP
567
Foyston, Gordon, & Payne
Ontario, Canada
$762K -$24.4K -289 -3%
JC
568
Jacobs & Co
California
$755K – – –
PVWM
569
Point View Wealth Management
New Jersey
$753K -$31.4K -373 -4%
CCM
570
Chickasaw Capital Management
Tennessee
$753K – – –
WCBA
571
Weaver C. Barksdale & Associates
Tennessee
$752K – – –
IIC
572
Ironwood Investment Counsel
Arizona
$750K -$4.72K -56 -0.6%
FCCM
573
First City Capital Management
Georgia
$745K -$15.3K -181 -2%
SA
574
Strategic Advisors
New York
$744K +$744K +8,816 New
VCM
575
Violich Capital Management
California
$743K -$320K -3,792 -30%
21 22
23
24 25