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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 %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$36.5M 393,665 +6,456 +2%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$35.3M 381,190 +7,100 +2%
GF
78
Gabelli Funds
New York
$34.7M 374,700 -4,000 -1%
MIP
79
Mondrian Investment Partners
United Kingdom
$34M 367,000 -26,000 -7%
US Bancorp
80
US Bancorp
Minnesota
$33.7M 364,000 +26,509 +8%
Millennium Management
81
Millennium Management
New York
$33.3M 359,528 -8,826 -2%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$33.3M 359,308 -4,200 -1%
MNA
83
Manning & Napier Advisors
New York
$33.2M 358,674 +13,793 +4%
Massachusetts Financial Services
84
Massachusetts Financial Services
Massachusetts
$32.6M 351,484 -70,986 -17%
VKH
85
Virtu KCG Holdings
New York
$31.6M 341,429 +330,872 +3,134%
Truist Financial
86
Truist Financial
North Carolina
$31.6M 340,848 -4,981 -1%
CCM
87
Causeway Capital Management
California
$31.2M 336,278 +2,107 +0.6%
BHC
88
Bowen Hanes & Co
Florida
$31M 334,655 -6,615 -2%
TAM
89
Tocqueville Asset Management
New York
$31M 334,504 -54,295 -14%
ACP
90
Ashfield Capital Partners
California
$30.1M 324,951 +298,554 +1,131%
WA
91
Wasatch Advisors
Utah
$29.8M 321,078 – –
VanEck Associates
92
VanEck Associates
New York
$29.3M 315,947 -114,439 -27%
Comerica Bank
93
Comerica Bank
Texas
$29.2M 315,508 +154,549 +96%
CI
94
Clal Insurance
Israel
$29.2M 315,337 +315,337 New
M&T Bank
95
M&T Bank
New York
$29.2M 314,898 +598 +0.2%
CGT
96
Capital Guardian Trust
California
$28.9M 312,021 +46,524 +18%
EVM
97
Eaton Vance Management
Massachusetts
$28M 301,677 -24,133 -7%
CFB
98
Cullen/Frost Bankers
Texas
$27.9M 301,286 +7,806 +3%
DWA
99
Douglass Winthrop Advisors
New York
$27.4M 295,380 +2,960 +1%
SEI Investments
100
SEI Investments
Pennsylvania
$27.2M 294,077 +294,077 New
2 3
4
5 6