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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 %
FIM
801
Frontier Investment Management
Texas
$205K 2,211 +2,211 New
PP
802
Palladium Partners
Virginia
$204K 2,200 -63 -3%
CIA
803
Choate Investment Advisors
Massachusetts
$203K 2,194 +2,194 New
LNB
804
Ledyard National Bank
$203K 2,187 -50 -2%
OA
805
OFI Advisors
Pennsylvania
$202K 2,179 -18 -0.8%
CC
806
ClearArc Capital
Ohio
$202K 2,181 +2,181 New
BONST
807
Bank of Nova Scotia Trust
Ontario, Canada
$201K 2,170 +10 +0.5%
AT
808
Argent Trust
Texas
$201K 2,166 +2,166 New
AP
809
Atwood & Palmer
Missouri
$198K 2,128 +2,038 +2,264%
BOK
810
Bank of Kentucky
Kentucky
$197K 2,122 – –
PFSC
811
Peoples Financial Services Corp
Pennsylvania
$196K 2,122 -400 -16%
TF
812
Tompkins Financial
New York
$192K 2,071 – –
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K 2,057 -81 -4%
MBT
814
Monroe Bank & Trust
Michigan
$190K 2,050 +2,050 New
Acadian Asset Management
815
Acadian Asset Management
Massachusetts
$185K 2,000 -1,161 -37%
EWM
816
Edge Wealth Management
New York
$184K 1,978 – –
CFA
817
Carroll Financial Associates
North Carolina
$181K 1,843 -746 -29%
TWA
818
TCI Wealth Advisors
Arizona
$176K 1,901 +69 +4%
FWM
819
Focused Wealth Management
New York
$172K 1,861 – –
GWCM
820
Godshalk Welsh Capital Management
Pennsylvania
$171K 1,850 +1,850 New
ST
821
Spot Trading
Illinois
$168K 1,817 +296 +19%
IWC
822
Integrated Wealth Counsel
California
$163K 1,756 +1,756 New
SIA
823
Stancorp Investment Advisers
Oregon
$160K 1,731 +1,731 New
WEC
824
Winslow Evans & Crocker
Massachusetts
$159K 1,716 -180 -9%
HR
825
Howe & Rusling
New York
$150K 1,622 – –
31 32
33
34 35