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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
Northern Trust
Illinois
$365M
4
Parnassus Investments
Parnassus Investments
California
$246M
5
TAM
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
Franklin Resources
California
$239M
3
Invesco
Invesco
Georgia
$254M
4
BBHC
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
801
Visionary Asset Management
Texas
$52K +$52K +642 New
HCM
802
Horrell Capital Management
Arkansas
$50K – – –
KPCM
803
Kings Point Capital Management
New York
$48K +$22.9K +279 +91%
SCG
804
Strategic Capital Group
Washington
$45K – – –
TIM
805
Tortoise Investment Management
New York
$45K +$45K +558 New
OSNBOA
806
Old Second National Bank of Aurora
Illinois
$43K -$94.2K -1,161 -69%
TFA
807
Transamerica Financial Advisors
Florida
$41K +$41K +502 New
FNBSF
808
First National Bank Sioux Falls
South Dakota
$39K – – –
CBT
809
Central Bank & Trust
Kentucky
$39K +$4.08K +56 +12%
TWM
810
Torch Wealth Management
Ohio
$36K – – –
CAW
811
Cornerstone Advisors (Washington)
Washington
$34K -$489 -6 -1%
BCM
812
Blume Capital Management
California
$33K – – –
DOA
813
D'Orazio & Associates
Virginia
$33K – – –
WC
814
Whitnell & Co
Illinois
$32K -$50.2K -613 -61%
GI
815
Gradient Investments
Minnesota
$32K -$10.6K -129 -25%
ACS
816
Archford Capital Strategies
Illinois
$29.3K – – –
AWCI
817
Alpine Woods Capital Investors
New York
$28.4K -$2.32K -28,646 -8%
ZTNA
818
Zions Trust National Association
Utah
$27K -$17.1K -212 -39%
CG
819
Colony Group
Massachusetts
$26K – – –
DAM
820
Delta Asset Management
Tennessee
$26K +$15.8K +195 +156%
AA
821
AlphaMark Advisors
Kentucky
$23K – – –
MAS
822
Madden Advisory Services
Florida
$22K – – –
GGPS
823
Gary Goldberg Planning Services
New York
$21K +$21K +257 New
CAL
824
Capital Advisors Ltd
Ohio
$19K – – –
MA
825
MCF Advisors
Kentucky
$19K – – –
31 32
33
34 35