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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.

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

Top Sellers

1
Primecap Management
Primecap Management
California
$2.09B
2
SCM
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
751
Cannell & Spears
New York
$226K – – –
EB
752
Eastern Bank
Massachusetts
$224K -$4.23K -50 -2%
BB
753
Busey Bank
Illinois
$223K – – –
EI
754
EDMP Inc
Florida
$221K +$2.37K +28 +1%
CL
755
CSS LLC
Illinois
$220K – – –
EWM
756
Evermay Wealth Management
Virginia
$217K -$2.87K -34 -1%
LCM
757
Lucas Capital Management
New Jersey
$216K – – –
PAA
758
Peregrine Asset Advisers
Oregon
$216K +$216K +2,567 New
N
759
Natixis
France
$215K -$18.6K -221 -8%
MHIC
760
Marble Harbor Investment Counsel
Massachusetts
$215K – – –
BOS
761
Bank of Stockton
California
$213K +$2.36K +28 +1%
PP
762
Palladium Partners
Virginia
$213K +$213K +2,526 New
SMC
763
Smith, Moore & Co
Missouri
$212K – – –
FA
764
FCG Advisors
New Jersey
$211K -$28.8K -413 -12%
LNB
765
Ledyard National Bank
$210K – – –
AL
766
Agran Libbie
California
$209K +$209K +2,483 New
OA
767
OFI Advisors
Pennsylvania
$207K -$18K -213 -8%
EHWM
768
Eads & Heald Wealth Management
Georgia
$207K -$926 -11 -0.4%
MMG
769
Monetary Management Group
Missouri
$204K +$110K +1,303 +117%
BONST
770
Bank of Nova Scotia Trust
Ontario, Canada
$203K +$203K +2,411 New
ICAS
771
Investors Capital Advisory Services
Massachusetts
$203K +$203K +2,416 New
SAM
772
Symphony Asset Management
California
$202K +$202K +2,389 New
TFCP
773
Twin Focus Capital Partners
Massachusetts
$202K +$202K +2,401 New
FMW
774
Farr Miller & Washington
District of Columbia
$201K -$11.7K -139 -6%
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$19K +225 +10%
29 30
31
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