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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 %
AP
576
Appleton Partners
Massachusetts
$830K +$317K +3,822 +62%
MAA
577
Mraz Amerine & Associates
California
$827K +$5.65K +68 +0.7%
FC
578
Forte Capital
New York
$809K +$216K +2,594 +36%
CCA
579
Cobblestone Capital Advisors
New York
$805K -$35K -422 -4%
CBU
580
CIBC Bank USA
Illinois
$800K -$27.4K -330 -3%
BW
581
Bison Wealth
Georgia
$796K +$796K +9,584 New
CC
582
Columbia Capital
California
$790K +$186K +2,241 +31%
DSC
583
Duncker Streett & Co
Missouri
$782K – – –
DMC
584
Drexel Morgan & Co
Pennsylvania
$781K – – –
AP
585
Advisor Partners
California
$772K -$1.99K -24 -0.3%
DAM
586
Doheny Asset Management
California
$762K +$762K +9,179 New
FGP
587
Foyston, Gordon, & Payne
Ontario, Canada
$751K – – –
JC
588
Jacobs & Co
California
$743K – – –
CCM
589
Chickasaw Capital Management
Tennessee
$741K – – –
IIC
590
Ironwood Investment Counsel
Arizona
$739K – – –
LDB
591
Lee, Danner & Bass
Tennessee
$730K – – –
OC
592
Oakworth Capital
Alabama
$730K +$141K +1,700 +24%
AAM
593
Aberdeen Asset Management
United Kingdom
$723K – – –
FCCM
594
First City Capital Management
Georgia
$710K -$23.2K -279 -3%
WCBA
595
Weaver C. Barksdale & Associates
Tennessee
$708K -$32.5K -391 -4%
VCM
596
Violich Capital Management
California
$704K -$27.8K -335 -4%
PVWM
597
Point View Wealth Management
New Jersey
$703K -$38.8K -467 -5%
CSS
598
Cubist Systematic Strategies
Connecticut
$702K -$353K -4,246 -33%
LCM
599
Logan Capital Management
Pennsylvania
$696K +$20.4K +246 +3%
GHAM
600
Gilman Hill Asset Management
Connecticut
$693K +$9.96K +120 +1%
22 23
24
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