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Novartis
NVS

Overview Fund Activity

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$185M
2
Boston Partners
2
Boston Partners
Massachusetts
$182M
3
TCIM
3
TIAA CREF Investment Management
New York
$113M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$205M
5
WCM
5
Wedge Capital Management
North Carolina
$44.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$339M
2
EAM
2
Edge Asset Management
Washington
$71.8M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$992M
4
Northern Trust
4
Northern Trust
Illinois
$218M
5
VKH
5
Virtu KCG Holdings
New York
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$22.6M 313,520 +16,721 +6%
PIM
102
Perkins Investment Management
Illinois
$22.6M 313,100 +16,757 +6%
GG
103
Gofen & Glossberg
Illinois
$22.5M 311,733 +6,052 +2%
DWA
104
Douglass Winthrop Advisors
New York
$22.2M 307,709 +5,558 +2%
CFB
105
Cullen/Frost Bankers
Texas
$22M 305,171 +33,176 +12%
MC
106
Maverick Capital
Texas
$21.5M 298,330 -599,044 -67%
FFA
107
First Foundation Advisors
California
$21.3M 295,941 +8,623 +3%
MCC
108
Mid Continent Capital
Illinois
$21.2M 294,462 -18,632 -6%
WSFS
109
Wilmington Savings Fund Society
Delaware
$20.5M 284,404 +15,962 +6%
VanEck Associates
110
VanEck Associates
New York
$20.3M 281,720 +6,252 +2%
EIA
111
Edgemoor Investment Advisors
Maryland
$20.2M 280,228 -1,944 -0.7%
ST
112
Sabal Trust
Florida
$19.9M 276,842 +5,955 +2%
GT
113
Glenmede Trust
Pennsylvania
$19.7M 272,908 -4,352 -2%
TGI
114
Tradewinds Global Investors
California
$19.5M 270,994 -11,654 -4%
BCAM
115
Boston Common Asset Management
Massachusetts
$19.2M 266,291 -5,268 -2%
EVM
116
Eaton Vance Management
Massachusetts
$19.1M 265,591 -5,723 -2%
DADC
117
D.A. Davidson & Co
Montana
$17.9M 249,024 +9,979 +4%
HSA
118
Hussman Strategic Advisors
Maryland
$17.8M 246,859 – –
O
119
OppenheimerFunds
New York
$17.8M 246,636 -12,443 -5%
NIM
120
Northeast Investment Management
Massachusetts
$17.7M 245,382 +745 +0.3%
DP
121
Dearborn Partners
Illinois
$17.6M 244,578 +16,556 +7%
EWM
122
Evercore Wealth Management
New York
$17M 236,396 +1,538 +0.7%
Norges Bank
123
Norges Bank
Norway
$16.9M 234,639 – –
PP
124
PDT Partners
New York
$16.9M 234,325 +234,325 New
MIH
125
Madison Investment Holdings
Wisconsin
$16.9M 234,210 +2,774 +1%
3 4
5
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