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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$245M
2
MHI
2
Miller Howard Investments
New York
$59.3M
3
VKH
3
Virtu KCG Holdings
New York
$52.2M
4
AG
4
Aperio Group
California
$45.8M
5
Northern Trust
5
Northern Trust
Illinois
$275M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.04B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$216M
3
TCIM
3
TIAA CREF Investment Management
New York
$18.1M
4
WHG
4
Westwood Holdings Group
Texas
$75.7M
5
HTC
5
Haverford Trust Company
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
76
Fort Washington Investment Advisors
Ohio
$34.4M -$2.39M -31,333 -6%
BIM
77
BlackRock Investment Management
Delaware
$33.2M +$3.96M +51,938 +14%
RFC
78
Russell Frank Company
Washington
$32.9M -$1.75M -22,933 -5%
RL
79
Ruffer LLP
United Kingdom
$32.9M +$32.9M +432,569 New
BHC
80
Bowen Hanes & Co
Florida
$32.5M +$443K +5,809 +1%
GF
81
Gabelli Funds
New York
$32.3M – – –
RJA
82
Raymond James & Associates
Florida
$32.2M +$2.35M +30,873 +8%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$32M +$1.87M +24,522 +6%
Truist Financial
84
Truist Financial
North Carolina
$31.5M -$244K -3,206 -0.8%
MC
85
Maverick Capital
Texas
$29.9M +$7.16M +94,033 +32%
AWCI
86
Alpine Woods Capital Investors
New York
$28.8M – – –
IGIM
87
I.G. Investment Management
Manitoba, Canada
$28.5M – – –
CCM
88
Causeway Capital Management
California
$27.8M +$3.88M +50,892 +16%
VanEck Associates
89
VanEck Associates
New York
$27.6M +$6.16M +80,834 +29%
SAM
90
Sentinel Asset Management
Vermont
$27.5M – – –
WA
91
Wasatch Advisors
Utah
$27.3M -$3.56M -46,673 -12%
MNA
92
Manning & Napier Advisors
New York
$26.7M -$3.88M -50,910 -13%
STC
93
SEI Trust Company
Pennsylvania
$25M -$969K -12,723 -4%
TBC
94
Tweedy, Browne Co
Connecticut
$24.8M -$71.4K -937 -0.3%
US Bancorp
95
US Bancorp
Minnesota
$24.6M +$745K +9,784 +3%
DWA
96
Douglass Winthrop Advisors
New York
$24.4M +$918K +12,047 +4%
CCI
97
Columbus Circle Investors
$24.3M +$14.3M +188,089 +144%
CFB
98
Cullen/Frost Bankers
Texas
$24.3M +$1M +13,150 +4%
ACM
99
Atlanta Capital Management
Georgia
$24.2M -$8.17M -107,274 -25%
MCC
100
Mid Continent Capital
Illinois
$24.1M +$1.71M +22,398 +8%
2 3
4
5 6