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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$222M
2
TH
TCTC Holdings
Texas
+$40.1M
3
PP
PDT Partners
New York
+$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$34.6M
5
Wells Fargo
Wells Fargo
California
+$30.7M

Top Sellers

1
Primecap Management
Primecap Management
California
-$151M
2
SCM
Sterling Capital Management
North Carolina
-$80.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.2M
4
Northern Trust
Northern Trust
Illinois
-$67.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
651
Courier Capital
New York
$439K +$253 +3 +0.1%
RCAG
652
Rehmann Capital Advisory Group
Michigan
$436K +$2.53K +30 +0.6%
CHAM
653
Clear Harbor Asset Management
Connecticut
$430K +$3.79K +45 +0.9%
MNBTD
654
Moody National Bank Trust Division
Texas
$424K -$51.3K -608 -11%
Sanders Capital
655
Sanders Capital
Florida
$424K – – –
LA
656
Lau Associates
Delaware
$421K – – –
HVIA
657
Hudson Valley Investment Advisors
New York
$419K -$35.4K -419 -8%
SYBT
658
Stock Yards Bank & Trust
Kentucky
$418K -$109K -1,299 -21%
SNT
659
Security National Trust
West Virginia
$416K -$25.9K -307 -6%
HCC
660
Hirtle Callaghan & Co
Pennsylvania
$415K -$286K -3,393 -41%
SCM
661
SOL Capital Management
Maryland
$414K -$26.2K -310 -6%
GT
662
Greenleaf Trust
Michigan
$414K +$142K +1,677 +52%
MPI
663
Mairs & Power Inc
Minnesota
$408K +$21.3K +252 +6%
MSS
664
Mitchell Sinkler & Starr
Pennsylvania
$407K +$36.7K +435 +10%
1SB
665
1ST Source Bank
Indiana
$406K -$2.53K -30 -0.6%
CNBT
666
Canandaigua National Bank & Trust
New York
$402K +$2.36K +28 +0.6%
CB
667
Chemical Bank
Michigan
$400K – – –
ANBTV
668
American National Bank & Trust (Virginia)
Virginia
$398K +$129K +1,534 +48%
WB
669
WesBanco Bank
West Virginia
$394K – – –
KCM
670
Kornitzer Capital Management
Kansas
$394K +$38.3K +454 +11%
LBC
671
Lawrence B. Cohen
$393K -$3.03K -36 -0.8%
ST
672
Spinnaker Trust
Maine
$391K -$153K -1,814 -28%
CBN
673
Cadence Bank NA
Texas
$385K +$37.3K +442 +11%
WTB
674
Washington Trust Bank
Washington
$382K -$162K -1,917 -30%
ACM
675
Apex Capital Management
Ohio
$381K – – –
25 26
27
28 29