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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.

New
Increased
Maintained
Reduced
Closed
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
Dodge & Cox
California
+$422M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
3
Northern Trust
Northern Trust
Illinois
+$72.5M
4
Parnassus Investments
Parnassus Investments
California
+$39.1M
5
TAM
Tocqueville Asset Management
New York
+$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$150M
2
Franklin Resources
Franklin Resources
California
-$126M
3
Invesco
Invesco
Georgia
-$105M
4
BBHC
Brown Brothers Harriman & Co
New York
-$89.8M
5
IC
Institutional Capital
Illinois
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
751
Seven Eight Capital
New York
$181K +$181K +2,232 New
EWM
752
Edge Wealth Management
New York
$179K +$12.2K +150 +7%
LOCC
753
Lombard Odier & Cie (Canada)
Quebec, Canada
$178K – – –
JFGIW
754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$73.6K +909 +73%
FMT
755
First Mercantile Trust
Tennessee
$173K +$38.7K +477 +29%
TWA
756
TCI Wealth Advisors
Arizona
$166K +$5.93K +73 +4%
WEC
757
Winslow Evans & Crocker
Massachusetts
$155K – – –
HR
758
Howe & Rusling
New York
$147K -$37.8K -466 -20%
PAS
759
Partnervest Advisory Services
California
$147K -$1.54K -19 -1%
PR
760
Payden & Rygel
California
$134K – – –
Legal & General Group
761
Legal & General Group
United Kingdom
$127K – – –
EWM
762
Elite Wealth Management
Washington
$127K – – –
NES
763
New England Securities
New York
$124K -$2.03K -25 -2%
TDC
764
Thompson Davis & Co
Virginia
$124K +$90.2K +1,116 +266%
WAM
765
Wolverine Asset Management
Illinois
$117K -$8.95K -111 -7%
MCM
766
McKinley Capital Management
Alaska
$110K +$110K +1,358 New
PO
767
Private Ocean
California
$109K – – –
PAM
768
Panagora Asset Management
Massachusetts
$106K – – –
CIS
769
Capital International Sarl
California
$105K – – –
RFA
770
Reilly Financial Advisors
California
$103K +$823 +10 +0.8%
TFO
771
Tarbox Family Office
California
$99K -$364K -4,507 -79%
MMG
772
Monetary Management Group
Missouri
$91K -$159K -1,953 -64%
WA
773
Waverly Advisors
Alabama
$88K -$7.68K -95 -8%
S
774
SignatureFD
Georgia
$87K -$54.2K -668 -38%
BIT
775
BlackRock Institutional Trust
California
$87K +$87K +1,076 New
29 30
31
32 33