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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 %
BTNA
676
Bremer Trust National Association
Minnesota
$294K +$2.35K +29 +0.8%
BA
677
Bridgewater Advisors
New York
$294K +$3.49K +43 +1%
FNT
678
First National Trust
Pennsylvania
$293K +$293K +3,605 New
SHA
679
Smith Hayes Advisers
Nebraska
$292K -$23.6K -291 -7%
VNA
680
VNBTrust National Association
Virginia
$285K +$2.36K +29 +0.8%
FA
681
FCG Advisors
New Jersey
$279K +$23.7K +292 +9%
HJA
682
Hugh Johnson Advisors
New York
$274K -$15.8K -194 -5%
SKK
683
Shepherd Kaplan Krochuk
Massachusetts
$272K – – –
KCM
684
Kanawha Capital Management
Virginia
$272K – – –
SI
685
SII Investments
Wisconsin
$271K +$6.18K +77 +2%
WIL
686
Winifred I. Li
$270K – – –
DHFB
687
Dixon Hubard Feinour & Brown
Virginia
$268K – – –
AF
688
Aldebaran Financial
$267K +$267K +3,292 New
BCM
689
Brookstone Capital Management
Illinois
$266K +$266K +3,282 New
GT
690
Greenleaf Trust
Michigan
$262K -$2.43K -30 -0.9%
MWM
691
Merriman Wealth Management
Washington
$261K – – –
SSWM
692
Sheets Smith Wealth Management
North Carolina
$261K – – –
FIB
693
First Interstate Bank
Montana
$259K +$259K +3,188 New
CFA
694
Carroll Financial Associates
North Carolina
$258K -$9.07K -112 -3%
ANBTV
695
American National Bank & Trust (Virginia)
Virginia
$258K +$258K +3,184 New
CFG
696
CKW Financial Group
Hawaii
$257K +$9.09K +111 +4%
UR
697
USCA RIA
Texas
$254K +$254K +3,130 New
FBT
698
First Bankers Trust
Kentucky
$253K – – –
BJL
699
Brighton Jones LLC
Washington
$246K -$37.8K -467 -13%
SCA
700
Stonebridge Capital Advisors
Minnesota
$246K +$9.07K +112 +4%
26 27
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