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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$71.6M
2
MHI
Miller Howard Investments
New York
+$59.3M
3
VKH
Virtu KCG Holdings
New York
+$50.9M
4
AG
Aperio Group
California
+$45.8M
5
Northern Trust
Northern Trust
Illinois
+$44.9M

Top Sellers

1
Primecap Management
Primecap Management
California
-$230M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$143M
3
TCIM
TIAA CREF Investment Management
New York
-$101M
4
WHG
Westwood Holdings Group
Texas
-$73.8M
5
HTC
Haverford Trust Company
Pennsylvania
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLAM
601
First Light Asset Management
Minnesota
$516K – – –
G
602
GlobalBridge
Minnesota
$514K +$16.2K +212 +3%
IT
603
Independence Trust
Tennessee
$513K +$70.1K +920 +16%
FWCM
604
Ferguson Wellman Capital Management
Oregon
$511K -$214K -2,803 -29%
CK
605
Cohen Klingenstein
New York
$510K – – –
SSWM
606
Smith Salley Wealth Management
North Carolina
$509K +$151K +1,984 +42%
BT
607
Beacon Trust
New Jersey
$500K -$767K -10,062 -61%
AIA
608
Alerus Investment Advisors
Minnesota
$498K +$472K +6,196 +1,822%
HCM
609
Hutchinson Capital Management
California
$490K – – –
HL
610
HeadInvest LLC
Maine
$488K +$42.5K +558 +10%
CPP
611
Crow Point Partners
Massachusetts
$486K +$486K +6,384 New
STMM
612
South Texas Money Management
Texas
$481K +$31.6K +414 +7%
PL
613
Plancorp LLC
Missouri
$480K +$17.3K +227 +4%
WTB
614
Washington Trust Bank
Washington
$473K +$473K +6,203 New
LC
615
Lilley & Co
Michigan
$469K -$301K -3,942 -39%
BAS
616
Brown Advisory Securities
Maryland
$468K +$25.1K +329 +6%
SC
617
Schulhoff & Co
Ohio
$464K -$42.9K -564 -8%
FFBTD
618
First Financial Bank - Trust Division
Ohio
$460K -$17.1K -224 -4%
ST
619
Semper Trust
Pennsylvania
$455K – – –
FFC
620
First Financial Corp
Indiana
$451K – – –
FNB
621
First Niagara Bank
New York
$446K -$8.53K -112 -2%
SIC
622
Shoker Investment Counsel
Ohio
$445K +$36.7K +482 +9%
WCBA
623
Weaver C. Barksdale & Associates
Tennessee
$441K -$24.2K -318 -5%
Canada Life
624
Canada Life
Manitoba, Canada
$439K – – –
CIC
625
Chilton Investment Company
Connecticut
$438K – – –
23 24
25
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