NVS icon

Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$71.6M
2
MHI
Miller Howard Investments
New York
+$59.3M
3
VKH
Virtu KCG Holdings
New York
+$50.9M
4
AG
Aperio Group
California
+$45.8M
5
Northern Trust
Northern Trust
Illinois
+$44.9M

Top Sellers

1
Primecap Management
Primecap Management
California
-$230M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$143M
3
TCIM
TIAA CREF Investment Management
New York
-$101M
4
WHG
Westwood Holdings Group
Texas
-$73.8M
5
HTC
Haverford Trust Company
Pennsylvania
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
701
Reliance Trust
Georgia
$252K +$18.4K +242 +8%
DHFB
702
Dixon Hubard Feinour & Brown
Virginia
$252K +$252K +3,306 New
CFA
703
Carroll Financial Associates
North Carolina
$251K +$25.7K +338 +11%
QT
704
Quantbot Technologies
New York
$249K +$249K +3,273 New
GT
705
Greenleaf Trust
Michigan
$248K -$1.06M -13,942 -81%
BC
706
Banced Corp
Illinois
$247K -$113K -1,485 -31%
SSWM
707
Sheets Smith Wealth Management
North Carolina
$245K -$102K -1,339 -29%
VFS
708
VSR Financial Services
Kansas
$245K -$43.6K -571 -15%
FA
709
FCG Advisors
New Jersey
$240K -$5.56K -73 -2%
FBT
710
First Bankers Trust
Kentucky
$238K -$25.5K -335 -10%
SI
711
SII Investments
Wisconsin
$236K +$929 +13 +0.4%
MMG
712
Monetary Management Group
Missouri
$234K -$85.1K -1,116 -27%
PWAP
713
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$230K – – –
AW
714
ACG Wealth
Georgia
$230K – – –
PTB
715
Pioneer Trust Bank
Oregon
$228K -$1.58M -20,765 -87%
CFG
716
CKW Financial Group
Hawaii
$226K +$4.4K +59 +2%
FIM
717
Freedom Investment Management
Connecticut
$224K +$224K +2,940 New
SCA
718
Stonebridge Capital Advisors
Minnesota
$223K +$223K +2,925 New
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$221K – – –
OA
720
OFI Advisors
Pennsylvania
$220K -$8.47K -111 -4%
ARMT
721
Amica Retiree Medical Trust
Rhode Island
$220K +$198K +2,598 +881%
HW
722
Hancock Whitney
Mississippi
$218K +$218K +2,855 New
WSTAM
723
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$218K +2,858 New
PTC
724
Private Trust Company
Ohio
$216K -$280K -3,674 -56%
SRIM
725
Saratoga Research & Investment Management
California
$216K -$25.5K -335 -11%
27 28
29
30 31