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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$422M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
3
Northern Trust
Northern Trust
Illinois
+$72.5M
4
Parnassus Investments
Parnassus Investments
California
+$39.1M
5
TAM
Tocqueville Asset Management
New York
+$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$150M
2
Franklin Resources
Franklin Resources
California
-$126M
3
Invesco
Invesco
Georgia
-$105M
4
BBHC
Brown Brothers Harriman & Co
New York
-$89.8M
5
IC
Institutional Capital
Illinois
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
601
HeadInvest LLC
Maine
$520K – – –
IT
602
Independence Trust
Tennessee
$510K -$36.2K -446 -7%
SYBT
603
Stock Yards Bank & Trust
Kentucky
$508K -$86K -1,060 -14%
STMM
604
South Texas Money Management
Texas
$508K -$3.57K -44 -0.7%
WJA
605
Williams Jones & Associates
New York
$503K -$1.21M -14,910 -71%
CS
606
Credential Securities
$495K +$45.7K +564 +10%
MCM
607
Manchester Capital Management
Vermont
$492K +$459K +5,658 +1,380%
CPP
608
Crow Point Partners
Massachusetts
$486K – – –
ST
609
Semper Trust
Pennsylvania
$484K – – –
CIP
610
Convergence Investment Partners
Florida
$483K -$222K -2,732 -31%
FFBTD
611
First Financial Bank - Trust Division
Ohio
$480K -$8.99K -111 -2%
PM
612
Penbrook Management
New York
$471K -$471K -5,803 -50%
NG
613
NatWest Group
United Kingdom
$471K +$83.8K +1,032 +22%
Canada Life
614
Canada Life
Manitoba, Canada
$469K – – –
RG
615
Rathbones Group
United Kingdom
$465K – – –
FNB
616
First Niagara Bank
New York
$463K -$11.8K -146 -2%
BFC
617
Blue Fin Capital
Rhode Island
$462K – – –
AAM
618
AR Asset Management
California
$462K – – –
AP
619
Appleton Partners
Massachusetts
$459K +$27.6K +340 +6%
MNBTD
620
Moody National Bank Trust Division
Texas
$457K +$159K +1,953 +53%
HP
621
Hikari Power
Japan
$453K – – –
WRM
622
Westport Resources Management
Connecticut
$452K – – –
OAM
623
Occidental Asset Management
California
$451K – – –
BAM
624
Burnham Asset Management
New York
$446K – – –
B
625
BancorpSouth
Mississippi
$442K -$14.3K -176 -3%
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25
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