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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 %
DY
751
Dowling & Yahnke
California
$245K 2,642 +88 +3%
AA
752
Ancora Advisors
Ohio
$243K 2,625 +2,625 New
BBI
753
Baxter Bros Inc
Connecticut
$241K 2,603 – –
DCM
754
Donaldson Capital Management
Indiana
$241K 2,604 +2,604 New
Manulife (Manufacturers Life Insurance)
755
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241K 2,596,991 +129,290 +5%
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$240K 2,589 -10 -0.4%
PWLP
757
Prio Wealth Limited Partnership
Massachusetts
$240K 2,595 – –
ARMT
758
Amica Retiree Medical Trust
Rhode Island
$240K 2,592 – –
QCMC
759
Quantum Capital Management (California)
California
$240K 2,591 +55 +2%
CIP
760
Cornerstone Investment Partners
Georgia
$240K 2,592 +2,592 New
LOCC
761
Lombard Odier & Cie (Canada)
Quebec, Canada
$238K 2,570 – –
SRIM
762
Saratoga Research & Investment Management
California
$236K 2,545 – –
PCM
763
Palisade Capital Management
New Jersey
$236K 2,546 – –
WIL
764
Winifred I. Li
$234K 2,520 -200 -7%
PTC
765
Private Trust Company
Ohio
$234K 2,530 +57 +2%
HIC
766
Holderness Investments Company
North Carolina
$233K 2,519 +2,519 New
MNBTD
767
Moody National Bank Trust Division
Texas
$232K 2,500 -2,000 -44%
ANRIA
768
American National Registered Investment Advisor
Texas
$232K 2,500 – –
AAP
769
Ardsley Advisory Partners
Connecticut
$232K 2,500 – –
NFC
770
Northeast Financial Consultants
Connecticut
$232K 2,500 – –
Twin Tree Management
771
Twin Tree Management
Texas
$232K 2,503 +2,503 New
HIMCH
772
Hartford Investment Management Co (HIMCO)
Connecticut
$230K 2,481 +22 +0.9%
CG
773
Colony Group
Massachusetts
$230K 2,479 +2,190 +758%
AB
774
AT Bancorp
Iowa
$227K 2,451 -87 -3%
ALA
775
Atherton Lane Advisers
California
$227K 2,450 – –
29 30
31
32 33