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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
UBS Group
1
UBS Group
Switzerland
$452M
2
SCM
2
Sterling Capital Management
North Carolina
$138M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$79.8M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$87.6M

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 Market Value Shares Shares
Change 		Shares
Change %
STMM
651
South Texas Money Management
Texas
$500K 5,394 – –
ST
652
Semper Trust
Pennsylvania
$496K 5,350 +2,850 +114%
SS
653
Sunbelt Securities
Texas
$493K 5,325 +5,325 New
BBA
654
BLB&B Advisors
Pennsylvania
$488K 5,268 -357 -6%
BFC
655
Blue Fin Capital
Rhode Island
$487K 5,261 -394 -7%
SFT
656
Simmons First Trust
Arkansas
$485K 5,231 +5,231 New
CS
657
Comerica Securities
Michigan
$484K 5,221 -2,667 -34%
BAM
658
Burnham Asset Management
New York
$484K 5,225 +300 +6%
PM
659
Penbrook Management
New York
$482K 5,200 – –
FNB
660
First Niagara Bank
New York
$480K 5,178 -99 -2%
BFEC
661
Benjamin F. Edwards & Company
Missouri
$476K 5,134 -149 -3%
TI
662
Turner Investments
Pennsylvania
$476K 5,140 – –
KCM
663
Kornitzer Capital Management
Kansas
$475K 5,125 +943 +23%
AAM
664
AR Asset Management
California
$473K 5,100 – –
CHAM
665
Clear Harbor Asset Management
Connecticut
$465K 5,020 +450 +10%
HP
666
Hikari Power
Japan
$461K 5,000 – –
FIM
667
Freedom Investment Management
Connecticut
$457K 4,935 +1,079 +28%
B
668
BancorpSouth
Mississippi
$450K 4,858 -27 -0.6%
HW
669
Hedeker Wealth
Illinois
$449K 4,850 +4,850 New
DBT
670
Dubuque Bank & Trust
Iowa
$446K 4,811 +775 +19%
CPA
671
Capital Planning Advisors
California
$441K 4,757 +4,757 New
RCAG
672
Rehmann Capital Advisory Group
Michigan
$440K 4,753 +120 +3%
BOTW
673
Bank of the West
California
$437K 4,717 +4,717 New
SM
674
Stratton Management
Pennsylvania
$433K 4,673 +1,923 +70%
GIA
675
Guyasuta Investment Advisors
Pennsylvania
$425K 4,592 +663 +17%
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