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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 %
AI
551
Atria Investments
North Carolina
$939K -$29.8K -359 -3%
NRS
552
Neville Rodie & Shaw
New York
$939K -$13.5K -162 -1%
MFS
553
Monetta Financial Services
Illinois
$927K +$927K +11,160 New
CCM
554
Catapult Capital Management
New York
$927K +$927K +11,160 New
CTC
555
Central Trust Company
Missouri
$921K +$6.39K +77 +0.7%
SAM
556
Silvercrest Asset Management
New York
$917K +$92.6K +1,116 +11%
NAM
557
Nichols Asset Management
Massachusetts
$915K – – –
ACM
558
Argyle Capital Management
Pennsylvania
$910K – – –
NCCM
559
Nine Chapters Capital Management
New Jersey
$908K +$908K +10,937 New
TYCC
560
Texas Yale Capital Corp
Florida
$905K +$39.9K +481 +5%
IFB
561
iAB Financial Bank
Indiana
$899K -$9.3K -112 -1%
Hotchkis & Wiley Capital Management
562
Hotchkis & Wiley Capital Management
California
$896K +$1.74K +21 +0.2%
SFSG
563
Stearns Financial Services Group
North Carolina
$891K -$4.98K -60 -0.6%
WS
564
Wedbush Securities
California
$891K +$57.3K +690 +7%
GI
565
GAMCO Investors
Connecticut
$889K -$55.7K -670 -6%
DWT
566
Dorsey & Whitney Trust
South Dakota
$886K +$498 +6 +0.1%
NGA
567
Naples Global Advisors
Florida
$880K +$73.1K +881 +9%
HL
568
HeadInvest LLC
Maine
$879K +$101K +1,217 +13%
CWM
569
Concert Wealth Management
California
$876K +$78.6K +942 +10%
Vanguard Group
570
Vanguard Group
Pennsylvania
$871K – – –
EIM
571
Essex Investment Management
Massachusetts
$869K – – –
IT
572
Investors Trust
Texas
$853K -$89.9K -1,082 -10%
IC
573
Inverness Counsel
New York
$852K +$914 +11 +0.1%
IT
574
Independence Trust
Tennessee
$836K +$313K +3,768 +60%
BCMO
575
Buckingham Capital Management (Ohio)
Ohio
$834K -$85.8K -1,033 -9%
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