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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 %
LJHT
701
Laurie J. Hall Trustee
$366K 3,955 – –
MSS
702
Mitchell Sinkler & Starr
Pennsylvania
$364K 3,926 -400 -9%
FWM
703
Frontier Wealth Management
Missouri
$356K 3,845 +3,845 New
AW
704
ACG Wealth
Georgia
$352K 3,804 -52 -1%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$350K 3,777 -668 -15%
WA
706
WFG Advisors
Texas
$349K 3,763 -1,165 -24%
SSA
707
South Street Advisors
New York
$347K 3,750 -3,200 -46%
BCA
708
Bray Capital Advisors
Florida
$347K 3,749 +3,749 New
FIB
709
First Interstate Bank
Montana
$344K 3,711 +786 +27%
VFS
710
VSR Financial Services
Kansas
$339K 3,658 -1,510 -29%
RG
711
Rathbones Group
United Kingdom
$335K 3,610 -1,525 -30%
PFM
712
Parsec Financial Management
North Carolina
$335K 3,613 – –
DDPIC
713
Deroy & Devereaux Private Investment Counsel
Michigan
$334K 3,600 -85 -2%
FBT
714
First Bankers Trust
Kentucky
$334K 3,600 +800 +29%
SKK
715
Shepherd Kaplan Krochuk
Massachusetts
$330K 3,560 – –
RMDI
716
R.M. Davis Inc
Maine
$326K 3,515 +545 +18%
GT
717
Greenleaf Trust
Michigan
$320K 3,452 -944 -21%
WPP
718
Whalerock Point Partners
Rhode Island
$317K 3,425 – –
MBTD
719
Mechanics Bank - Trust Department
California
$315K 3,400 -4,180 -55%
OMC
720
Old Mission Capital
Illinois
$315K 3,396 +3,396 New
BTNA
721
Bremer Trust National Association
Minnesota
$312K 3,366 -4 -0.1%
OIA
722
Optimum Investment Advisors
Illinois
$307K 3,310 – –
RCA
723
Rex Capital Advisors
Rhode Island
$303K 3,271 – –
SHA
724
Smith Hayes Advisers
Nebraska
$299K 3,222 – –
1IA
725
1834 Investment Advisors
Wisconsin
$292K 3,154 -2,220 -41%
27 28
29
30 31