NVS icon

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 %
GIA
876
Gateway Investment Advisers
Ohio
– -$321K -4,213 Closed
WGCA
877
Wolf Group Capital Advisors
Virginia
– -$320K -4,197 Closed
PP
878
Palladium Partners
Virginia
– -$270K -3,543 Closed
PFBT
879
Parkside Financial Bank & Trust
Missouri
– -$261K -3,427 Closed
WMSA
880
Weiss Multi-Strategy Advisers
New York
– -$255K -3,348 Closed
MM
881
Midas Management
New York
– -$255K -3,348 Closed
RT
882
Reliance Trust
Georgia
– -$252K -3,308 Closed
QT
883
Quantbot Technologies
New York
– -$249K -3,273 Closed
CI
884
Conning Inc
Connecticut
– -$213K -2,790 Closed
HH
885
Hilltop Holdings
Texas
– -$202K -2,643 Closed
TFMS
886
Trust & Fiduciary Management Services
Massachusetts
– -$83K -1,085 Closed
AP
887
Advisors Preferred
Maryland
– -$52.5K -690 Closed
LFG
888
LifePlan Financial Group
Ohio
– -$52K -683 Closed
TF
889
Trutina Financial
Washington
– -$25K -331 Closed
Group One Trading
890
Group One Trading
Illinois
– -$17K -227 Closed
IWC
891
Integrated Wealth Counsel
California
– -$17K -223 Closed
JIR
892
James Investment Research
Ohio
– -$14K -186 Closed
KCPG
893
Kavar Capital Partners Group
Kansas
– -$14K -185 Closed
PFA
894
Paradigm Financial Advisors
Missouri
– -$13K -173 Closed
CCS
895
Crosspoint Capital Strategies
California
– -$6K -85 Closed
32 33 34 35
36