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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$247M
2
TH
TCTC Holdings
Texas
$40.1M
3
PP
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
Primecap Management
California
$2.09B
2
SCM
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
826
Kemnay Advisory Services
New York
$56K – – –
HCM
827
Highlander Capital Management
New Jersey
$55.3K – – –
HPBT
828
High Point Bank & Trust
North Carolina
$55K – – –
WA
829
WealthTrust-Arizona
Arizona
$54K +$37.5K +447 +228%
HCM
830
Horrell Capital Management
Arkansas
$52K – – –
KPCM
831
Kings Point Capital Management
New York
$49K – – –
FI
832
FCM Investments
Texas
$47K -$21.1K -251 -31%
AA
833
Apriem Advisors
California
$45K +$45K +530 New
TFA
834
Transamerica Financial Advisors
Florida
$43K – – –
CBT
835
Central Bank & Trust
Kentucky
$40K -$4.67K -56 -10%
FNBSF
836
First National Bank Sioux Falls
South Dakota
$40K – – –
SSG
837
Summit Securities Group
New York
$38K -$171K -2,009 -82%
ST
838
SpiderRock Trading
Illinois
$37K – – –
CAW
839
Cornerstone Advisors (Washington)
Washington
$35K – – –
BCM
840
Blume Capital Management
California
$35K – – –
DOA
841
D'Orazio & Associates
Virginia
$34K – – –
LWM
842
LBA Wealth Management
Florida
$33K +$18.9K +224 +134%
VVP
843
Vulcan Value Partners
Alabama
$28K -$26.1K -312 -48%
ZTNA
844
Zions Trust National Association
Utah
$28K – – –
CG
845
Colony Group
Massachusetts
$27K – – –
AA
846
AlphaMark Advisors
Kentucky
$24K – – –
DAM
847
Delta Asset Management
Tennessee
$22K -$5.18K -61 -19%
MAS
848
Madden Advisory Services
Florida
$22K – – –
GGPS
849
Gary Goldberg Planning Services
New York
$22K – – –
ACS
850
Archford Capital Strategies
Illinois
$21K -$9.41K -112 -31%
32 33
34
35 36