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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.

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
1
Arrowstreet Capital
Massachusetts
$247M
2
TH
2
TCTC Holdings
Texas
$40.1M
3
PP
3
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
5
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.09B
2
SCM
2
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
4
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Scout Investments
Missouri
$73.8M -$6.37M -75,490 -8%
Goldman Sachs
52
Goldman Sachs
New York
$69.6M -$12M -142,406 -15%
OCM
53
Osterweis Capital Management
California
$68.2M +$1.84M +21,762 +3%
MHI
54
Miller Howard Investments
New York
$67.8M +$923K +10,940 +1%
SCM
55
Sterling Capital Management
North Carolina
$66.9M -$80.1M -950,219 -55%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$63.4M +$8.97M +106,356 +16%
AG
57
Aperio Group
California
$63.1M +$4.95M +58,689 +9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$61.3M +$1.06M +12,591 +2%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$57.6M +$1.02M +12,037 +2%
First Manhattan
60
First Manhattan
New York
$53.3M -$632K -7,490 -1%
DCLA
61
Douglas C. Lane & Associates
New York
$52.3M +$138K +1,635 +0.3%
WHG
62
Westwood Holdings Group
Texas
$48.2M -$43.2M -512,057 -47%
CTB
63
Country Trust Bank
Illinois
$46.5M -$24.8K -294 -0.1%
SFM
64
Sphera Funds Management
Israel
$45.2M -$5.11M -60,464 -10%
BC
65
Bartlett & Co
Ohio
$43.5M -$614K -7,274 -1%
BFS
66
Bradley Foster & Sargent
Connecticut
$43.4M -$882K -10,458 -2%
RJA
67
Raymond James & Associates
Florida
$42.8M +$2.89M +34,295 +7%
WCM
68
Wedge Capital Management
North Carolina
$41.6M -$9.36M -110,930 -18%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$41.3M +$1.22M +14,449 +3%
NPA
70
Nichols & Pratt Advisers
Massachusetts
$40.6M -$536K -6,355 -1%
VanEck Associates
71
VanEck Associates
New York
$40.5M +$4.32M +51,182 +12%
TH
72
TCTC Holdings
Texas
$40.1M +$40.1M +475,407 New
Massachusetts Financial Services
73
Massachusetts Financial Services
Massachusetts
$39.8M +$372K +4,410 +0.9%
PP
74
PDT Partners
New York
$38M +$38M +450,228 New
MIP
75
Mondrian Investment Partners
United Kingdom
$37M -$10.3M -121,644 -22%
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