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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 %
LDB
576
Lee, Danner & Bass
Tennessee
$742K – – –
CS
577
Comerica Securities
Michigan
$742K +$742K +8,803 New
AAM
578
Aberdeen Asset Management
United Kingdom
$734K -$84.7K -1,004 -10%
RCG
579
Ruane, Cunniff & Goldfarb
New York
$732K +$732K +8,674 New
Barclays
580
Barclays
United Kingdom
$728K -$1.59M -18,797 -69%
BFA
581
BlackRock Fund Advisors
California
$716K -$53.3K -632 -7%
MBTD
582
Mechanics Bank - Trust Department
California
$714K -$200K -2,366 -22%
IB
583
Intrust Bank
Kansas
$714K +$8.94K +106 +1%
PIA
584
Peachtree Investment Advisors
Georgia
$704K -$409K -4,854 -37%
BWAM
585
Boyd Watterson Asset Management
Ohio
$701K – – –
FTUS
586
Flow Traders U.S.
New York
$699K +$699K +8,290 New
GHAM
587
Gilman Hill Asset Management
Connecticut
$694K – – –
LCM
588
Logan Capital Management
Pennsylvania
$686K -$32.5K -386 -5%
DC
589
Davenport & Co
Virginia
$685K +$14.1K +167 +2%
PFM
590
PacWest Financial Management
Arizona
$657K – – –
FWCM
591
Ferguson Wellman Capital Management
Oregon
$655K -$16K -190 -2%
SIC
592
Salem Investment Counselors
North Carolina
$654K – – –
SSA
593
South Street Advisors
New York
$654K – – –
Luther King Capital Management (LKCM)
594
Luther King Capital Management (LKCM)
Texas
$637K +$292K +3,462 +85%
SC
595
Schulhoff & Co
Ohio
$631K -$21.2K -251 -3%
AMIM
596
Aull & Monroe Investment Management
Alabama
$626K +$9.2K +109 +1%
NA
597
Navellier & Associates
Nevada
$621K -$80.8K -959 -12%
BC
598
Banced Corp
Illinois
$617K +$58.2K +690 +10%
HT
599
HighTower Trust
Texas
$616K -$358K -4,239 -37%
CC
600
Columbia Capital
California
$614K +$614K +7,284 New
22 23
24
25 26