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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
3
Northern Trust
Illinois
$365M
4
Parnassus Investments
4
Parnassus Investments
California
$246M
5
TAM
5
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$239M
3
Invesco
3
Invesco
Georgia
$254M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
5
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$78.5M -$16.3M -201,059 -17%
SI
52
Scout Investments
Missouri
$77.1M -$8.62M -106,271 -10%
IC
53
Institutional Capital
Illinois
$76.9M -$73.6M -907,106 -49%
PPA
54
Parametric Portfolio Associates
Washington
$76.8M +$3.26M +40,132 +4%
CS
55
Credit Suisse
Switzerland
$76.4M -$9.28M -114,396 -11%
MHI
56
Miller Howard Investments
New York
$64.3M +$1.15M +14,125 +2%
OCM
57
Osterweis Capital Management
California
$63.8M +$1M +12,377 +2%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$59.1M +$2.13M +26,248 +4%
Hotchkis & Wiley Capital Management
59
Hotchkis & Wiley Capital Management
California
$58.8M -$150M -1,845,236 -72%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$58M +$3.34M +41,170 +6%
AG
61
Aperio Group
California
$55.9M +$7.15M +88,153 +15%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$54.4M +$6.82M +84,113 +14%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$52.4M -$1.11M -13,700 -2%
First Manhattan
64
First Manhattan
New York
$51.9M -$1.75M -21,539 -3%
DCLA
65
Douglas C. Lane & Associates
New York
$50.2M -$278K -3,425 -0.6%
WCM
66
Wedge Capital Management
North Carolina
$49M -$4.1M -50,527 -8%
SFM
67
Sphera Funds Management
Israel
$48.3M -$181K -2,232 -0.4%
MIP
68
Mondrian Investment Partners
United Kingdom
$45.4M – – –
CTB
69
Country Trust Bank
Illinois
$44.8M +$44.8M +552,017 New
Natixis Advisors
70
Natixis Advisors
Massachusetts
$43.5M +$1.45M +17,859 +3%
BFS
71
Bradley Foster & Sargent
Connecticut
$42.6M -$652K -8,037 -2%
BC
72
Bartlett & Co
Ohio
$42.4M -$1.37M -16,926 -3%
NPA
73
Nichols & Pratt Advisers
Massachusetts
$39.6M -$254K -3,134 -0.6%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$38.6M +$1.24M +15,232 +3%
RJA
75
Raymond James & Associates
Florida
$38.4M +$4.15M +51,130 +12%
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