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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 %
CBT
876
Central Bank & Trust
Kentucky
$40K 430 – –
FNBSF
877
First National Bank Sioux Falls
South Dakota
$40K 429 – –
Schroder Investment Management Group
878
Schroder Investment Management Group
United Kingdom
$39K 420 -193 -31%
FI
879
FCM Investments
Texas
$37K 400 -100 -20%
BKA
880
Brick & Kyle Associates
Pennsylvania
$37K 400 +400 New
IP
881
Isthmus Partners
Wisconsin
$37K 400 +400 New
KCM
882
Karp Capital Management
California
$36K 391 +391 New
DOA
883
D'Orazio & Associates
Virginia
$34K 363 – –
LWM
884
LBA Wealth Management
Florida
$32K 350 – –
ZTNA
885
Zions Trust National Association
Utah
$28K 300 – –
GWA
886
Genesis Wealth Advisors
Massachusetts
$27.2K 264 +264 New
CP
887
Corbenic Partners
Pennsylvania
$26K 276 +276 New
CHP
888
Cable Hill Partners
Oregon
$24K 251 +251 New
AA
889
AlphaMark Advisors
Kentucky
$23K 250 – –
GGPS
890
Gary Goldberg Planning Services
New York
$21K 230 – –
ACS
891
Archford Capital Strategies
Illinois
$21K 224 – –
MA
892
MCF Advisors
Kentucky
$21K 228 – –
NSIM
893
North Star Investment Management
Illinois
$21K 225 – –
CAL
894
Capital Advisors Ltd
Ohio
$20K 215 – –
SSG
895
Summit Securities Group
New York
$19K 200 -200 -50%
VIA
896
Vantage Investment Advisors
Pennsylvania
$19K 200 – –
GI
897
Gradient Investments
Minnesota
$19K 200 – –
Canada Life
898
Canada Life
Manitoba, Canada
$19K 201 – –
ECM
899
Exchange Capital Management
Michigan
$18K 193 +43 +29%
WA
900
WealthTrust-Arizona
Arizona
$16K 176 -400 -69%
34 35
36
37 38