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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$185M
2
Boston Partners
2
Boston Partners
Massachusetts
$182M
3
TCIM
3
TIAA CREF Investment Management
New York
$113M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$205M
5
WCM
5
Wedge Capital Management
North Carolina
$44.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$339M
2
EAM
2
Edge Asset Management
Washington
$71.8M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$992M
4
Northern Trust
4
Northern Trust
Illinois
$218M
5
VKH
5
Virtu KCG Holdings
New York
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
601
Trustmark National Bank Trust Department
Mississippi
$507K -$1.37K -19 -0.3%
CIS
602
Connors Investor Services
Pennsylvania
$505K – – –
IB
603
Intrust Bank
Kansas
$503K +$5.91K +82 +1%
BBA
604
BLB&B Advisors
Pennsylvania
$499K +$57K +792 +13%
HSBC Holdings
605
HSBC Holdings
United Kingdom
$497K +$497K +6,886 New
WS
606
Wedbush Securities
California
$493K -$32.6K -452 -6%
RCAG
607
Rehmann Capital Advisory Group
Michigan
$488K -$5.69K -79 -1%
FLAM
608
First Light Asset Management
Minnesota
$488K +$488K +6,774 New
CK
609
Cohen Klingenstein
New York
$482K – – –
SC
610
Schulhoff & Co
Ohio
$480K +$14.1K +195 +3%
G
611
GlobalBridge
Minnesota
$470K -$50.3K -699 -10%
PTC
612
Private Trust Company
Ohio
$469K -$13.7K -190 -3%
HCM
613
Hutchinson Capital Management
California
$463K – – –
BFC
614
Blue Fin Capital
Rhode Island
$452K +$452K +6,272 New
FFBTD
615
First Financial Bank - Trust Division
Ohio
$450K -$38.1K -530 -8%
WJA
616
Williams Jones & Associates
New York
$447K +$42.6K +592 +11%
WCBA
617
Weaver C. Barksdale & Associates
Tennessee
$440K -$10.7K -148 -2%
AP
618
Appleton Partners
Massachusetts
$440K -$5.33K -74 -1%
FAT
619
First American Trust
California
$440K +$791 +11 +0.2%
PL
620
Plancorp LLC
Missouri
$437K +$437K +6,083 New
FNB
621
First Niagara Bank
New York
$431K – – –
ST
622
Semper Trust
Pennsylvania
$430K +$28.2K +391 +7%
FFC
623
First Financial Corp
Indiana
$425K -$196K -2,723 -32%
STMM
624
South Texas Money Management
Texas
$425K -$16.6K -230 -4%
HL
625
HeadInvest LLC
Maine
$421K -$7.99K -111 -2%
23 24
25
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