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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 %
FA
726
FCG Advisors
New Jersey
$292K 3,069 +353 +13%
HJA
727
Hugh Johnson Advisors
New York
$285K 3,068 -375 -11%
VST
728
Van Strum & Towne
California
$284K 3,065 +3,065 New
MMPW
729
Mitchell McLeod Pugh & Williams
Alabama
$282K 3,041 +3,041 New
FAAM
730
First Allied Asset Management
California
$280K 3,075 -220 -7%
CICI
731
Capital Investment Counsel Inc
North Carolina
$280K 3,025 -200 -6%
VNA
732
VNBTrust National Association
Virginia
$280K 3,017 – –
RIM
733
RS Investment Management
California
$278K 3,000 -56,008 -95%
Citadel Advisors
734
Citadel Advisors
Florida
$278K 3,000 – –
MM
735
Midas Management
New York
$278K 3,000 – –
KCM
736
Kanawha Capital Management
Virginia
$278K 3,000 – –
AIA
737
Alerus Investment Advisors
Minnesota
$274K 2,951 -79 -3%
DHFB
738
Dixon Hubard Feinour & Brown
Virginia
$274K 2,962 – –
SI
739
SII Investments
Wisconsin
$273K 2,966 +12 +0.4%
MWM
740
Merriman Wealth Management
Washington
$272K 2,956 – –
SSWM
741
Sheets Smith Wealth Management
North Carolina
$267K 2,880 – –
PWMAG
742
Pinnacle Wealth Management Advisory Group
New Jersey
$263K 2,840 +2,840 New
DAC
743
Dividend Assets Capital
South Carolina
$262K 2,826 +238 +9%
BCM
744
Becker Capital Management
Oregon
$261K 2,812 +400 +17%
VAM
745
Visium Asset Management
New York
$260K 2,800 -17,516 -86%
PWAP
746
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$259K 2,800 – –
WSTAM
747
Wilbanks Smith & Thomas Asset Management
Virginia
$251K 2,704 -16 -0.6%
BOS
748
Bank of Stockton
California
$247K 2,665 +400 +18%
MCM
749
MAI Capital Management
Ohio
$247K 2,667 +2,667 New
LJAC
750
L.J. Altfest & Co
New York
$247K 2,664 +2,664 New
28 29
30
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