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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 %
CLOS
851
Compagnie Lombard Odier SCmA
Switzerland
$72K 780 – –
IC
852
Intersect Capital
California
$67K 728 +728 New
AF
853
Arrow Financial
New York
$65K 700 – –
EAMA
854
EFG Asset Management (Americas)
Florida
$64K 696 +696 New
TCM
855
Tradewinds Capital Management
Washington
$62K 666 – –
KPCM
856
Kings Point Capital Management
New York
$62K 673 +148 +28%
H
857
Hexavest
Quebec, Canada
$61K 657 – –
PCM
858
Polaris Capital Management
Massachusetts
$56K 600 – –
BAM
859
Barrett Asset Management
New York
$56K 600 – –
KAS
860
Kemnay Advisory Services
New York
$56K 600 – –
WA
861
Waverly Advisors
Alabama
$55K 590 -385 -39%
HPBT
862
High Point Bank & Trust
North Carolina
$54K 583 – –
HCM
863
Highlander Capital Management
New Jersey
$54K 588 – –
WC
864
Whitnell & Co
Illinois
$53K 575 +375 +188%
AIM
865
Advantage Investment Management
Iowa
$52K 564 +564 New
AIP
866
Ameritas Investment Partners
Nebraska
$52K 569 +569 New
FMP
867
Financial Management Professionals
Texas
$51K 550 -85 -13%
HCM
868
Horrell Capital Management
Arkansas
$51K 550 – –
WF
869
WealthTrust Fairport
Ohio
$50K 536 -100 -16%
FMA
870
FNY Managed Accounts
New York
$46.3K 500 +500 New
GWS
871
Glassman Wealth Services
Virginia
$45K 482 +482 New
AA
872
Apriem Advisors
California
$44K 475 – –
CAW
873
Cornerstone Advisors (Washington)
Washington
$44K 470 +96 +26%
CFS
874
Commonwealth Financial Services
West Virginia
$44K 471 +471 New
TFA
875
Transamerica Financial Advisors
Florida
$42K 450 – –
33 34
35
36 37