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Novartis
NVS

Overview Fund Activity

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
3
Northern Trust
Illinois
$365M
4
Parnassus Investments
4
Parnassus Investments
California
$246M
5
TAM
5
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$239M
3
Invesco
3
Invesco
Georgia
$254M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
5
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
76
Norges Bank
Norway
$38.1M +$19M +234,639 +100%
Massachusetts Financial Services
77
Massachusetts Financial Services
Massachusetts
$37.9M -$1.83M -22,556 -5%
FWIA
78
Fort Washington Investment Advisors
Ohio
$35.8M -$781K -9,625 -2%
BHC
79
Bowen Hanes & Co
Florida
$35.5M +$906K +11,166 +3%
TAM
80
Tocqueville Asset Management
New York
$35.3M +$35.3M +434,921 New
VanEck Associates
81
VanEck Associates
New York
$34.8M +$5.4M +66,575 +18%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$34.3M +$216K +2,663 +0.6%
GF
83
Gabelli Funds
New York
$34.3M -$145K -1,786 -0.4%
BIM
84
BlackRock Investment Management
Delaware
$32.8M -$2.57M -31,726 -7%
RL
85
Ruffer LLP
United Kingdom
$32.5M -$2.79M -34,164 -8%
Truist Financial
86
Truist Financial
North Carolina
$32.4M -$1.16M -14,290 -3%
MNA
87
Manning & Napier Advisors
New York
$30.1M +$1.67M +20,529 +6%
WA
88
Wasatch Advisors
Utah
$29.1M – – –
US Bancorp
89
US Bancorp
Minnesota
$28.2M +$1.96M +24,102 +7%
CCM
90
Causeway Capital Management
California
$27.9M -$564K -7,244 -2%
STC
91
SEI Trust Company
Pennsylvania
$27M +$462K +5,699 +2%
CFB
92
Cullen/Frost Bankers
Texas
$26.6M +$728K +8,971 +3%
DWA
93
Douglass Winthrop Advisors
New York
$26.3M +$339K +4,180 +1%
TBC
94
Tweedy, Browne Co
Connecticut
$26.1M -$242K -2,985 -0.9%
SJIC
95
St. James Investment Company
Texas
$25.8M -$29.7M -366,418 -54%
FFA
96
First Foundation Advisors
California
$25.8M +$311K +3,832 +1%
MCC
97
Mid Continent Capital
Illinois
$25.6M -$65.7K -810 -0.3%
ACM
98
Atlanta Capital Management
Georgia
$25.6M -$189K -2,335 -0.7%
GG
99
Gofen & Glossberg
Illinois
$25.6M +$79.7K +983 +0.3%
TA
100
Teachers Advisors
New York
$24.8M -$343K -4,230 -1%
2 3
4
5 6