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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 %
ST
676
Spinnaker Trust
Maine
$424K +$39.8K +480 +10%
CNBT
677
Canandaigua National Bank & Trust
New York
$423K +$27.8K +335 +7%
Sanders Capital
678
Sanders Capital
Florida
$417K – – –
MCM
679
Manchester Capital Management
Vermont
$415K -$136K -1,641 -25%
LA
680
Lau Associates
Delaware
$415K – – –
CC
681
Courier Capital
New York
$413K -$19.2K -231 -4%
HVIA
682
Hudson Valley Investment Advisors
New York
$410K -$2.33K -28 -0.6%
WTB
683
Washington Trust Bank
Washington
$408K +$32K +385 +9%
SCM
684
SOL Capital Management
Maryland
$407K – – –
WB
685
WesBanco Bank
West Virginia
$406K +$18.5K +223 +5%
BCM
686
Brookstone Capital Management
Illinois
$405K +$84.4K +1,016 +26%
SAM
687
Security Asset Management
New York
$405K +$405K +4,877 New
PIA
688
Peachtree Investment Advisors
Georgia
$403K -$289K -3,488 -42%
1SB
689
1ST Source Bank
Indiana
$402K +$915 +11 +0.2%
PG
690
PEAK6 Group
Illinois
$401K +$166K +1,996 +70%
MPI
691
Mairs & Power Inc
Minnesota
$397K -$4.74K -57 -1%
SJIC
692
St. James Investment Company
Texas
$396K -$129K -1,552 -25%
UR
693
USCA RIA
Texas
$390K +$15.4K +186 +4%
QT
694
Quantbot Technologies
New York
$387K -$1.12M -13,500 -74%
CBN
695
Cadence Bank NA
Texas
$383K +$4.32K +52 +1%
OAM
696
Occidental Asset Management
California
$380K -$81.6K -982 -18%
SNT
697
Security National Trust
West Virginia
$379K -$29.4K -355 -7%
FB
698
Fulton Bank
Pennsylvania
$373K +$6.9K +83 +2%
VWM
699
Valley Wealth Managers
New Jersey
$371K – – –
CIA
700
Capital Investment Advisors
Georgia
$368K +$9.71K +117 +3%
26 27
28
29 30