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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 %
BJL
776
Brighton Jones LLC
Washington
$226K 2,437 -223 -8%
SLG
777
Stanley-Laman Group
Pennsylvania
$226K 2,437 +2,437 New
ICAS
778
Investors Capital Advisory Services
Massachusetts
$225K 2,433 +268 +12%
TSBJ
779
Trevor, Stewart, Burton & Jacobsen
New York
$223K 2,750 -48,790 -95%
CS
780
Cannell & Spears
New York
$222K 2,400 – –
BA
781
Boston Advisors
Massachusetts
$222K 2,399 +2,399 New
HW
782
Hancock Whitney
Mississippi
$221K 2,389 -600 -20%
FNT
783
First National Trust
Pennsylvania
$221K 2,389 -202 -8%
EB
784
Eastern Bank
Massachusetts
$220K 2,373 – –
BB
785
Busey Bank
Illinois
$220K 2,379 +12 +0.5%
SMC
786
Smith, Moore & Co
Missouri
$218K 2,350 +100 +4%
CL
787
CSS LLC
Illinois
$217K 2,338 – –
SAM
788
Symphony Asset Management
California
$217K 2,341 +200 +9%
YP
789
Yellowstone Partners
Idaho
$215K 2,317 +2,317 New
ST
790
SpiderRock Trading
Illinois
– – – –
PAA
791
Peregrine Asset Advisers
Oregon
$213K 2,300 – –
LCM
792
Lucas Capital Management
New Jersey
$213K 2,300 – –
PTB
793
Pioneer Trust Bank
Oregon
$212K 2,285 -400 -15%
N
794
Natixis
France
$212K 2,288 – –
MHIC
795
Marble Harbor Investment Counsel
Massachusetts
$211K 2,279 – –
RIA
796
Regal Investment Advisors
Michigan
$211K 2,276 +518 +29%
MMG
797
Monetary Management Group
Missouri
$210K 2,268 +100 +5%
BO
798
BRR OpCo
Ohio
$208K 2,243 -295 -12%
AL
799
Agran Libbie
California
$206K 2,225 – –
FM
800
Foster & Motley
Ohio
$205K 2,215 +85 +4%
30 31
32
33 34