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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 %
BGIM
876
Brandywine Global Investment Management
Pennsylvania
– -$59.1M -728,636 Closed
MCM
877
Moore Capital Management
New York
– -$16.3M -200,880 Closed
BG
878
BlackRock Group
United Kingdom
– -$1.61M -19,896 Closed
BCM
879
Barometer Capital Management
Ontario, Canada
– -$1.58M -19,418 Closed
WWM
880
Willingdon Wealth Management
North Carolina
– -$1.31M -16,097 Closed
DCM
881
Dynamic Capital Management
Jersey
– -$1.25M -15,419 Closed
FAM
882
Formidable Asset Management
Ohio
– -$978K -12,053 Closed
BRWA
883
B. Riley Wealth Advisors
Florida
– -$807K -9,947 Closed
CWM
884
Confluence Wealth Management
Oregon
– -$238K -2,938 Closed
CCM
885
Cutler Capital Management
Massachusetts
– -$224K -2,762 Closed
I
886
IberiaBank
Louisiana
– -$210K -2,588 Closed
BO
887
Bank OZK
Arkansas
– -$207K -2,544 Closed
MBT
888
Monroe Bank & Trust
Michigan
– -$185K -2,288 Closed
PAS
889
Partnervest Advisory Services
California
– -$147K -1,812 Closed
WAM
890
Wolverine Asset Management
Illinois
– -$117K -1,451 Closed
BIT
891
BlackRock Institutional Trust
California
– -$87K -1,076 Closed
BlackRock
892
BlackRock
New York
– -$74K -907 Closed
TIM
893
Tortoise Investment Management
New York
– -$45K -558 Closed
TWM
894
Torch Wealth Management
Ohio
– -$36K -446 Closed
NMIS
895
Northwestern Mutual Investment Services
Wisconsin
– -$11K -134 Closed
GAM
896
Gemmer Asset Management
California
– -$9K -112 Closed
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