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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
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 %
CIP
626
Convergence Investment Partners
Florida
$587K -$7.56K -91 -1%
SIC
627
Shoker Investment Counsel
Ohio
$587K +$53K +638 +10%
AMIM
628
Aull & Monroe Investment Management
Alabama
$584K -$32.4K -390 -5%
CI
629
CAZ Investments
Texas
$584K +$584K +7,031 New
CIC
630
Chilton Investment Company
Connecticut
$581K +$116K +1,395 +25%
FNB
631
Farmers National Bank
Kentucky
$575K +$575K +6,925 New
CP
632
Camelot Portfolios
Ohio
$574K +$5.39K +65 +0.9%
CIS
633
Connors Investor Services
Pennsylvania
$564K -$18.5K -223 -3%
FLAM
634
First Light Asset Management
Minnesota
$562K – – –
CK
635
Cohen Klingenstein
New York
$556K – – –
SFSIG
636
San Francisco Sentry Investment Group
California
$556K – – –
RA
637
Rational Advisors
New York
$556K +$556K +6,696 New
MCA
638
Mercer Capital Advisers
New Jersey
$555K +$555K +6,685 New
LBC
639
Lawrence B. Cohen
$544K +$157K +1,897 +41%
PAM
640
Princeton Alpha Management
New Jersey
$543K +$43K +517 +9%
FAT
641
First American Trust
California
$542K – – –
ASN
642
Advisory Services Network
Georgia
$537K -$8.73K -96 -2%
IAS
643
IMA Advisory Services
Colorado
$534K -$400K -4,821 -43%
HCM
644
Hutchinson Capital Management
California
$534K – – –
WRM
645
Westport Resources Management
Connecticut
$534K +$66.4K +799 +14%
FFBTD
646
First Financial Bank - Trust Division
Ohio
$532K +$37.1K +447 +8%
BT
647
Beacon Trust
New Jersey
$521K -$13.4K -161 -3%
ACM
648
Apex Capital Management
Ohio
$512K +$137K +1,651 +37%
CIBC World Market
649
CIBC World Market
Ontario, Canada
$511K -$6.31K -76 -1%
ANBTV
650
American National Bank & Trust (Virginia)
Virginia
$508K +$116K +1,402 +30%
24 25
26
27 28