NVS icon

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 %
FHC
951
First Heartland Consultants
Missouri
– – -2,128 Closed
MHS
952
M Holdings Securities
Oregon
– – -1,716 Closed
TFO
953
Tarbox Family Office
California
– – -1,098 Closed
TRCT
954
Tower Research Capital (TRC)
New York
– – -1,068 Closed
AP
955
Advisors Preferred
Maryland
– – -964 Closed
EWM
956
Elite Wealth Management
Washington
– – -900 Closed
JG
957
Jefferies Group
New York
– – -720 Closed
SCA
958
Strategic Capital Alternatives
United States
– – -712 Closed
OCM
959
One Capital Management
California
– – -674 Closed
VVP
960
Vulcan Value Partners
Alabama
– – -300 Closed
MAS
961
Madden Advisory Services
Florida
– – -238 Closed
Nomura Holdings
962
Nomura Holdings
Japan
– – -129 Closed
HRIA
963
Haberer Registered Investment Advisor
Ohio
– – -90 Closed
MIM
964
Macroview Investment Management
Maryland
– – -23 Closed
W
965
Wealthfront
California
– – -19 Closed
VAM
966
Visionary Asset Management
Texas
– – -17 Closed
Simplex Trading
967
Simplex Trading
Illinois
– – – –
Two Sigma Advisers
968
Two Sigma Advisers
New York
– – – –
Group One Trading
969
Group One Trading
Illinois
– – – –
ID
970
Integral Derivatives
New York
– – – –
D.E. Shaw & Co
971
D.E. Shaw & Co
New York
– – – –
Walleye Trading
972
Walleye Trading
New York
– – – –
35 36 37 38
39