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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 %
TDC
826
Thompson Davis & Co
Virginia
$148K 1,592 -400 -20%
FMT
827
First Mercantile Trust
Tennessee
$140K 1,515 – –
LFR
828
Lehman Financial Resources
Pennsylvania
$139K 1,500 -300 -17%
KT
829
Kanaly Trust
Texas
$138K 1,487 +8 +0.5%
NES
830
New England Securities
New York
$135K 1,462 -60 -4%
RFA
831
Reilly Financial Advisors
California
$134K 1,442 +320 +29%
Legal & General Group
832
Legal & General Group
United Kingdom
$130K 1,400 – –
S
833
SignatureFD
Georgia
$118K 1,269 +343 +37%
PO
834
Private Ocean
California
$111K 1,200 – –
MFBTD
835
MB Financial Bank - Trust Department
Illinois
$109K 1,172 -2,258 -66%
PAM
836
Panagora Asset Management
Massachusetts
$108K 1,169 – –
CIS
837
Capital International Sarl
California
$108K 1,165 – –
HI
838
Hudock Inc
Pennsylvania
$96K 1,033 +200 +24%
CAL
839
Capital Analysts LLC
Pennsylvania
$93K 1,004 +1,004 New
BNP Paribas Financial Markets
840
BNP Paribas Financial Markets
France
$92.7K 1,000 +999 +99,900%
CHC
841
City Holding Co
West Virginia
$92K 997 +159 +19%
BCM
842
Blume Capital Management
California
$87K 938 +569 +154%
QAM
843
QCI Asset Management
New York
$85K 915 -100 -10%
PMFA
844
Plante Moran Financial Advisors
Michigan
$85K 918 +190 +26%
KTC
845
Kistler-Tiffany Companies
Pennsylvania
$84K 903 – –
JIC
846
Joel Isaacson & Co
New York
$83K 900 – –
HIM
847
Hillsdale Investment Management
Ontario, Canada
$83K 900 – –
PR
848
Payden & Rygel
California
$81K 876 – –
WAM
849
Wolverine Asset Management
Illinois
$74K 800 +800 New
PIM
850
Progressive Investment Management
Oregon
$73K 790 +82 +12%
32 33
34
35 36