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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
$247M
2
TH
TCTC Holdings
Texas
$40.1M
3
PP
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
Primecap Management
California
$2.09B
2
SCM
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
701
Smith Hayes Advisers
Nebraska
$303K – – –
Acadian Asset Management
702
Acadian Asset Management
Massachusetts
$298K +$102K +1,207 +52%
AIA
703
Alerus Investment Advisors
Minnesota
$285K -$167K -1,987 -37%
VNA
704
VNBTrust National Association
Virginia
$284K -$12K -142 -4%
Citadel Advisors
705
Citadel Advisors
Florida
$282K -$408K -4,841 -59%
KCM
706
Kanawha Capital Management
Virginia
$282K – – –
BACM
707
Blue Arrow Capital Management
New York
$282K +$282K +3,348 New
MM
708
Midas Management
New York
$282K +$282K +3,348 New
HW
709
Hancock Whitney
Mississippi
$281K -$30.3K -360 -10%
RMDI
710
R.M. Davis Inc
Maine
$280K -$147K -1,740 -34%
SCA
711
Stonebridge Capital Advisors
Minnesota
$280K +$23.6K +279 +9%
DHFB
712
Dixon Hubard Feinour & Brown
Virginia
$279K – – –
AF
713
Aldebaran Financial
$278K – – –
FIB
714
First Interstate Bank
Montana
$275K +$6.4K +76 +2%
SI
715
SII Investments
Wisconsin
$274K -$6.82K -82 -2%
MWM
716
Merriman Wealth Management
Washington
$271K – – –
SSWM
717
Sheets Smith Wealth Management
North Carolina
$271K – – –
CFG
718
CKW Financial Group
Hawaii
$265K – – –
FBT
719
First Bankers Trust
Kentucky
$264K – – –
PWAP
720
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$264K +$9.46K +112 +4%
SM
721
Stratton Management
Pennsylvania
$259K -$172K -2,037 -40%
WIL
722
Winifred I. Li
$256K -$23.5K -279 -8%
WSTAM
723
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$28.8K +341 +13%
PTB
724
Pioneer Trust Bank
Oregon
$252K – – –
BJL
725
Brighton Jones LLC
Washington
$250K -$5.73K -68 -2%
27 28
29
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