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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.

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
1
Loomis, Sayles & Company
Massachusetts
$245M
2
MHI
2
Miller Howard Investments
New York
$59.3M
3
VKH
3
Virtu KCG Holdings
New York
$52.2M
4
AG
4
Aperio Group
California
$45.8M
5
Northern Trust
5
Northern Trust
Illinois
$275M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.04B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$216M
3
TCIM
3
TIAA CREF Investment Management
New York
$18.1M
4
WHG
4
Westwood Holdings Group
Texas
$75.7M
5
HTC
5
Haverford Trust Company
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
51
Thomaspartners
Massachusetts
$76.2M +$9.62M +126,280 +14%
WHG
52
Westwood Holdings Group
Texas
$75.7M -$73.8M -968,953 -49%
EAM
53
Edge Asset Management
Washington
$75.7M -$274K -3,599 -0.4%
PPA
54
Parametric Portfolio Associates
Washington
$69.1M +$2.93M +38,443 +4%
MHI
55
Miller Howard Investments
New York
$59.3M +$59.3M +778,871 New
OCM
56
Osterweis Capital Management
California
$59M +$690K +9,062 +1%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$53.5M +$2.87M +37,698 +6%
VKH
58
Virtu KCG Holdings
New York
$52.2M +$50.9M +668,611 +4,135%
SJIC
59
St. James Investment Company
Texas
$52.2M -$2.68M -35,236 -5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$51.3M +$4.34M +56,949 +9%
First Manhattan
61
First Manhattan
New York
$50.4M -$1.48M -19,420 -3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$50.2M -$1.39M -18,194 -3%
WCM
63
Wedge Capital Management
North Carolina
$49.9M +$2.91M +38,195 +6%
DCLA
64
Douglas C. Lane & Associates
New York
$47.4M +$799K +10,483 +2%
AG
65
Aperio Group
California
$45.8M +$45.8M +600,768 New
SFM
66
Sphera Funds Management
Israel
$45.4M +$42.9M +563,692 +1,684%
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
$44.7M +$2.98M +39,071 +7%
MIP
68
Mondrian Investment Partners
United Kingdom
$42.7M – – –
BC
69
Bartlett & Co
Ohio
$41.1M -$354K -4,649 -0.9%
BFS
70
Bradley Foster & Sargent
Connecticut
$40.6M +$1.17M +15,324 +3%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$39.5M -$2.52M -33,041 -6%
NPA
72
Nichols & Pratt Advisers
Massachusetts
$37.4M -$370K -4,860 -1%
Massachusetts Financial Services
73
Massachusetts Financial Services
Massachusetts
$37.3M +$25.9M +339,645 +226%
TH
74
TCTC Holdings
Texas
$36.4M -$51K -669 -0.1%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$35.1M +$409K +5,374 +1%
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