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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$71.6M
2
MHI
Miller Howard Investments
New York
+$59.3M
3
VKH
Virtu KCG Holdings
New York
+$50.9M
4
AG
Aperio Group
California
+$45.8M
5
Northern Trust
Northern Trust
Illinois
+$44.9M

Top Sellers

1
Primecap Management
Primecap Management
California
-$230M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$143M
3
TCIM
TIAA CREF Investment Management
New York
-$101M
4
WHG
Westwood Holdings Group
Texas
-$73.8M
5
HTC
Haverford Trust Company
Pennsylvania
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
801
Archford Capital Strategies
Illinois
$27.5K +$27.5K +362 New
CG
802
Colony Group
Massachusetts
$25K – – –
TF
803
Trutina Financial
Washington
$25K +$25K +331 New
CHC
804
City Holding Co
West Virginia
$24K +$4.89K +63 +26%
KPCM
805
Kings Point Capital Management
New York
$23K +$8.39K +112 +57%
AA
806
AlphaMark Advisors
Kentucky
$21K -$50.4K -670 -71%
MAS
807
Madden Advisory Services
Florida
$20K – – –
MA
808
MCF Advisors
Kentucky
$19K +$19K +254 New
CAL
809
Capital Advisors Ltd
Ohio
$18K – – –
Group One Trading
810
Group One Trading
Illinois
$17K -$112K -1,495 -87%
IWC
811
Integrated Wealth Counsel
California
$17K -$16.6K -218 -49%
ST
812
Smithfield Trust
Pennsylvania
$17K – – –
WA
813
WealthTrust-Arizona
Arizona
$16K – – –
KCPG
814
Kavar Capital Partners Group
Kansas
$14K – – –
JIR
815
James Investment Research
Ohio
$14K – – –
BRWM
816
B. Riley Wealth Management
Tennessee
$14K +$14K +184 New
PFA
817
Paradigm Financial Advisors
Missouri
$13K -$45.5K -606 -78%
SMG
818
Spectrum Management Group
Indiana
$13K – – –
ECM
819
Exchange Capital Management
Michigan
$13K +$13K +167 New
TRCT
820
Tower Research Capital (TRC)
New York
$12K -$88.8K -1,110 -88%
NC
821
NewSquare Capital
Pennsylvania
$11K – – –
DAM
822
Delta Asset Management
Tennessee
$10K -$5.2K -65 -34%
1832 Asset Management
823
1832 Asset Management
Ontario, Canada
$9K -$2.26M -28,085 -100%
GAM
824
Gemmer Asset Management
California
$9K +$9K +112 New
HRIA
825
Haberer Registered Investment Advisor
Ohio
$8K – – –
31 32
33
34 35