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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 %
BRWM
901
B. Riley Wealth Management
Tennessee
$15K 168 – –
LWA
902
Lenox Wealth Advisors
New York
$15K 162 – –
SMG
903
Spectrum Management Group
Indiana
$14K 151 – –
DAM
904
Delta Asset Management
Tennessee
$12K 132 -100 -43%
NC
905
NewSquare Capital
Pennsylvania
$12K 126 – –
BWA
906
Burt Wealth Advisors
Maryland
$12K 125 +125 New
SIG
907
Stanford Investment Group
California
$12K 131 +131 New
AWM
908
AllSquare Wealth Management
New York
$10K 109 +109 New
ST
909
Smithfield Trust
Pennsylvania
$9K 100 – –
P
910
Palladiem
Pennsylvania
$9K 100 +100 New
HFM
911
Hartford Financial Management
Connecticut
$8K 90 – –
MCM
912
MV Capital Management
Maryland
$8K 84 +84 New
HDIM
913
Hanson & Doremus Investment Management
Vermont
$7K 80 +80 New
BRWA
914
B. Riley Wealth Advisors
Florida
$5.97K 8,269 +8,269 New
BWFA
915
Baltimore-Washington Financial Advisors
Maryland
$5K 50 – –
SA
916
SRH Advisors
Kansas
$2K 23 – –
HMS
917
Hanseatic Management Services
New Mexico
$1K 16 +16 New
NG
918
NatWest Group
United Kingdom
$493 5,314 -55 -1%
NDSI
919
Newman Dignan & Sheerar Inc
Rhode Island
$358 3,869 – –
IC
920
Institutional Capital
Illinois
– – -815,699 Closed
TA
921
Teachers Advisors
New York
– – -211,503 Closed
WI
922
WBI Investments
New Jersey
– – -191,949 Closed
Wellington Management Group
923
Wellington Management Group
Massachusetts
– – -135,393 Closed
TCIM
924
TIAA CREF Investment Management
New York
– – -126,189 Closed
EAM
925
EverPoint Asset Management
Connecticut
– – -110,000 Closed
35 36
37
38 39