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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.

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
1
Sterling Capital Management
North Carolina
$138M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$181M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$79.8M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$87.6M
5
Northern Trust
5
Northern Trust
Illinois
$354M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$137M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$962M
3
IC
3
Institutional Capital
Illinois
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$100M
5
Dodge & Cox
5
Dodge & Cox
California
$4.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
601
Credential Securities
$690K +$154K +1,857 +29%
QIM
602
Quantitative Investment Management
Virginia
$685K +$120K +1,450 +21%
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$682K +$54.7K +659 +9%
PFM
604
PacWest Financial Management
Arizona
$676K +$29.2K +352 +5%
IB
605
Intrust Bank
Kansas
$675K -$27.9K -336 -4%
DC
606
Davenport & Co
Virginia
$674K – – –
WJA
607
Williams Jones & Associates
New York
$673K +$241K +2,902 +56%
LMGAM
608
Liberty Mutual Group Asset Management
Massachusetts
$670K -$447K -5,383 -40%
BWAM
609
Boyd Watterson Asset Management
Ohio
$666K -$24.4K -294 -4%
SIC
610
Salem Investment Counselors
North Carolina
$643K – – –
GVT
611
Genesee Valley Trust
New York
$633K -$138K -1,660 -18%
FWCM
612
Ferguson Wellman Capital Management
Oregon
$631K -$13.9K -167 -2%
HCM
613
Howland Capital Management
Massachusetts
$630K +$46.3K +558 +8%
FFC
614
First Financial Corp
Indiana
$629K +$37K +446 +6%
SC
615
Schulhoff & Co
Ohio
$623K +$2.32K +28 +0.4%
HT
616
HighTower Trust
Texas
$623K +$16.7K +201 +3%
BC
617
Banced Corp
Illinois
$622K +$14K +169 +2%
ZAM
618
Zevin Asset Management
Massachusetts
$617K +$14K +168 +2%
SA
619
Strategic Advisors
New York
$612K -$120K -1,450 -16%
NA
620
Navellier & Associates
Nevada
$607K -$5.07K -61 -0.8%
NFG
621
Next Financial Group
Texas
$606K -$356K -4,279 -37%
MIP
622
Marietta Investment Partners
Wisconsin
$600K +$600K +7,227 New
TCB
623
Texas Capital Bancshares
Texas
$596K +$13K +156 +2%
HCC
624
Hirtle Callaghan & Co
Pennsylvania
$593K +$185K +2,232 +45%
BAS
625
Brown Advisory Securities
Maryland
$592K +$12.1K +146 +2%
23 24
25
26 27