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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 %
LPC
926
Loeb Partners Corp
New York
– – -52,825 Closed
PAAMCP
927
Pacific Alternative Asset Management Company (PAAMCO)
California
– – -34,802 Closed
RC
928
Roundview Capital
New Jersey
– – -32,698 Closed
Lord, Abbett & Co
929
Lord, Abbett & Co
New Jersey
– – -32,000 Closed
TWA
930
Tillar-Wenstrup Advisors
Ohio
– – -26,291 Closed
Point72 Asset Management
931
Point72 Asset Management
Connecticut
– – -21,400 Closed
GACM
932
Green Arrow Capital Management
New York
– – -20,000 Closed
ACM
933
Argentus Capital Management
Texas
– – -10,042 Closed
Two Sigma Investments
934
Two Sigma Investments
New York
– – -9,778 Closed
RCG
935
Ruane, Cunniff & Goldfarb
New York
– – -7,772 Closed
BFA
936
BlackRock Fund Advisors
California
– – -7,606 Closed
FTUS
937
Flow Traders U.S.
New York
– – -7,428 Closed
PL
938
Plancorp LLC
Missouri
– – -5,657 Closed
PL
939
Parkwood LLC
Ohio
– – -5,581 Closed
SEC
940
Seven Eight Capital
New York
– – -5,200 Closed
MSU
941
Maple Securities USA
New Jersey
– – -4,954 Closed
TNBTD
942
Trustmark National Bank Trust Department
Mississippi
– – -3,794 Closed
AHB
943
Abner Herrman & Brock
New Jersey
– – -3,453 Closed
BACM
944
Blue Arrow Capital Management
New York
– – -3,000 Closed
AF
945
Aldebaran Financial
– – -2,950 Closed
EI
946
EDMP Inc
Florida
– – -2,345 Closed
EWM
947
Evermay Wealth Management
Virginia
– – -2,303 Closed
EHWM
948
Eads & Heald Wealth Management
Georgia
– – -2,203 Closed
TFCP
949
Twin Focus Capital Partners
Massachusetts
– – -2,151 Closed
FMW
950
Farr Miller & Washington
District of Columbia
– – -2,137 Closed
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