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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$185M
2
Boston Partners
2
Boston Partners
Massachusetts
$182M
3
TCIM
3
TIAA CREF Investment Management
New York
$113M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$205M
5
WCM
5
Wedge Capital Management
North Carolina
$44.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$339M
2
EAM
2
Edge Asset Management
Washington
$71.8M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$992M
4
Northern Trust
4
Northern Trust
Illinois
$218M
5
VKH
5
Virtu KCG Holdings
New York
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
776
Cornerstone Advisors (Washington)
Washington
$46K – – –
HCM
777
Horrell Capital Management
Arkansas
$44K – – –
MFBTD
778
MB Financial Bank - Trust Department
Illinois
$41K -$233K -3,237 -85%
SCG
779
Strategic Capital Group
Washington
$40K – – –
CBT
780
Central Bank & Trust
Kentucky
$39K – – –
FNBSF
781
First National Bank Sioux Falls
South Dakota
$35K – – –
IWC
782
Integrated Wealth Counsel
California
$32K +$16.2K +223 +102%
TWM
783
Torch Wealth Management
Ohio
$32K +$32K +446 New
BCM
784
Blume Capital Management
California
$30K +$30K +412 New
FMP
785
Financial Management Professionals
Texas
$29K – – –
DOA
786
D'Orazio & Associates
Virginia
$29K +$29K +405 New
ITIM
787
Indiana Trust & Investment Management
Indiana
$24K – – –
AIA
788
Alerus Investment Advisors
Minnesota
$24K +$24K +340 New
CG
789
Colony Group
Massachusetts
$23K +$23K +323 New
ARMT
790
Amica Retiree Medical Trust
Rhode Island
$21K +$21K +295 New
MCM
791
Manchester Capital Management
Vermont
$19K -$5.14K -70 -21%
MAS
792
Madden Advisory Services
Florida
$19K +$19K +266 New
CHC
793
City Holding Co
West Virginia
$18K +$18K +246 New
CAL
794
Capital Advisors Ltd
Ohio
$17K +$17K +240 New
WA
795
WealthTrust-Arizona
Arizona
$16K -$110K -1,479 -87%
ST
796
Smithfield Trust
Pennsylvania
$16K – – –
SHWM
797
Smith & Howard Wealth Management
Georgia
$16K +$16K +229 New
ZTNA
798
Zions Trust National Association
Utah
$15K +$15K +212 New
KPCM
799
Kings Point Capital Management
New York
$14K – – –
DAM
800
Delta Asset Management
Tennessee
$14K – – –
30 31
32
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