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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 %
FFA
101
First Foundation Advisors
California
$23.9M +$1.37M +17,981 +6%
PHS
102
Pekin Hardy Strauss
Illinois
$23.8M -$3M -39,411 -11%
TA
103
Teachers Advisors
New York
$23.6M -$25.3M -332,381 -52%
GG
104
Gofen & Glossberg
Illinois
$23.4M +$185K +2,486 +0.8%
PIM
105
Perkins Investment Management
Illinois
$22.9M -$909K -11,935 -4%
WSFS
106
Wilmington Savings Fund Society
Delaware
$21.5M -$136K -1,781 -0.6%
EIA
107
Edgemoor Investment Advisors
Maryland
$21.5M +$119K +1,568 +0.6%
HighTower Advisors
108
HighTower Advisors
Illinois
$21.5M +$6.81M +89,449 +47%
ST
109
Sabal Trust
Florida
$20.7M -$372K -4,881 -2%
DADC
110
D.A. Davidson & Co
Montana
$20.5M +$1.57M +20,679 +8%
DP
111
Dearborn Partners
Illinois
$20M +$1.36M +17,843 +7%
BCAM
112
Boston Common Asset Management
Massachusetts
$19.9M -$340K -4,460 -2%
EVM
113
Eaton Vance Management
Massachusetts
$19.8M -$448K -5,878 -2%
O
114
OppenheimerFunds
New York
$18.9M +$85K +1,116 +0.5%
HSA
115
Hussman Strategic Advisors
Maryland
$18.8M – – –
NIM
116
Northeast Investment Management
Massachusetts
$18.5M -$203K -2,670 -1%
TCIM
117
TIAA CREF Investment Management
New York
$18.1M -$101M -1,324,886 -85%
CGT
118
Capital Guardian Trust
California
$18M +$2.81M +36,856 +18%
EWM
119
Evercore Wealth Management
New York
$18M -$47.3K -620 -0.3%
Norges Bank
120
Norges Bank
Norway
$17.9M – – –
Aristotle Capital Management
121
Aristotle Capital Management
California
$17.3M +$6.63M +87,000 +62%
GT
122
Glenmede Trust
Pennsylvania
$17.2M -$3.64M -47,763 -18%
MIH
123
Madison Investment Holdings
Wisconsin
$17.1M -$697K -9,150 -4%
Comerica Bank
124
Comerica Bank
Texas
$17M +$554K +7,276 +3%
BPBT
125
Boston Private Bank & Trust
Massachusetts
$16.6M +$174K +2,286 +1%
3 4
5
6 7