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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$247M
2
TH
2
TCTC Holdings
Texas
$40.1M
3
PP
3
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
5
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$2.09B
2
SCM
2
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
4
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
76
Tocqueville Asset Management
New York
$36.6M -$86.1K -1,021 -0.2%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$36.4M +$788K +9,338 +2%
FWIA
78
Fort Washington Investment Advisors
Ohio
$36.3M -$914K -10,832 -2%
GF
79
Gabelli Funds
New York
$35.6M – – –
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$35.2M +$15.1M +179,162 +75%
BIM
81
BlackRock Investment Management
Delaware
$35M +$864K +10,242 +3%
Millennium Management
82
Millennium Management
New York
$34.7M +$29.4M +348,050 +552%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$34.4M -$10.8M -127,513 -24%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$34.2M -$72.2M -855,883 -68%
Truist Financial
85
Truist Financial
North Carolina
$32.6M -$1.15M -13,580 -3%
MNA
86
Manning & Napier Advisors
New York
$32.5M +$1.15M +13,589 +4%
BHC
87
Bowen Hanes & Co
Florida
$32.1M -$4.78M -56,632 -13%
US Bancorp
88
US Bancorp
Minnesota
$31.8M +$2.47M +29,234 +8%
CCM
89
Causeway Capital Management
California
$31.5M +$1.25M +14,864 +4%
EVM
90
Eaton Vance Management
Massachusetts
$30.7M +$8.95M +106,094 +41%
WA
91
Wasatch Advisors
Utah
$30.2M – – –
M&T Bank
92
M&T Bank
New York
$29.6M +$26.6M +315,067 +883%
AWCI
93
Alpine Woods Capital Investors
New York
$28M -$1.5M -17,787 -5%
CFB
94
Cullen/Frost Bankers
Texas
$27.6M +$19.6K +232 +0.1%
DWA
95
Douglass Winthrop Advisors
New York
$27.5M +$203K +2,405 +0.7%
STC
96
SEI Trust Company
Pennsylvania
$27.2M -$929K -11,010 -3%
Renaissance Technologies
97
Renaissance Technologies
New York
$26.9M +$25.6M +303,440 +1,942%
TBC
98
Tweedy, Browne Co
Connecticut
$26.7M -$456K -5,404 -2%
MCC
99
Mid Continent Capital
Illinois
$26.7M +$47.1K +558 +0.2%
GG
100
Gofen & Glossberg
Illinois
$26.7M +$91.9K +1,089 +0.3%
2 3
4
5 6