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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 %
Goldman Sachs
51
Goldman Sachs
New York
$79.5M 858,491 +119,167 +16%
EAM
52
Edge Asset Management
Washington
$79.5M 858,287 -21,372 -2%
MHI
53
Miller Howard Investments
New York
$75.4M 813,827 +93,454 +13%
SI
54
Scout Investments
Missouri
$67M 723,018 -61,512 -8%
AG
55
Aperio Group
California
$66.2M 714,256 +44,355 +7%
TIM
56
Thornburg Investment Management
New Mexico
$64.5M 696,618 -482,298 -41%
OCM
57
Osterweis Capital Management
California
$64.2M 692,925 -31,634 -4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$64M 690,756 +16,819 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$61.9M 668,226 +16,624 +3%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$55.3M 596,324 -15,855 -3%
WHG
61
Westwood Holdings Group
Texas
$52.4M 565,386 +53,400 +10%
First Manhattan
62
First Manhattan
New York
$51.5M 555,754 -10,662 -2%
DCLA
63
Douglas C. Lane & Associates
New York
$51.4M 555,101 -807 -0.1%
WCM
64
Wedge Capital Management
North Carolina
$49.7M 535,925 +94,125 +21%
MC
65
Maverick Capital
Texas
$48.1M 519,369 +246,799 +91%
CTB
66
Country Trust Bank
Illinois
$45.9M 495,156 +781 +0.2%
RJA
67
Raymond James & Associates
Florida
$45.1M 486,713 +31,729 +7%
BFS
68
Bradley Foster & Sargent
Connecticut
$42.8M 461,646 +574 +0.1%
BC
69
Bartlett & Co
Ohio
$41.8M 451,049 -10,847 -2%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$41.6M 449,274 +10,402 +2%
SFM
71
Sphera Funds Management
Israel
$40.8M 439,621 -39,300 -8%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$40.2M 433,741 +67,984 +19%
NPA
73
Nichols & Pratt Advisers
Massachusetts
$39.8M 429,338 -1,960 -0.5%
TH
74
TCTC Holdings
Texas
$39.2M 422,792 -3,200 -0.8%
BIM
75
BlackRock Investment Management
Delaware
$37.4M 403,370 +31,578 +8%
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