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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 %
PHS
101
Pekin Hardy Strauss
Illinois
$24.4M -$940K -11,590 -4%
Arrowstreet Capital
102
Arrowstreet Capital
Massachusetts
$24.1M +$24.1M +297,414 New
DADC
103
D.A. Davidson & Co
Montana
$24M +$2.11M +26,037 +10%
HighTower Advisors
104
HighTower Advisors
Illinois
$23.5M +$632K +7,784 +3%
DP
105
Dearborn Partners
Illinois
$22.9M +$1.62M +19,915 +8%
WSFS
106
Wilmington Savings Fund Society
Delaware
$22.4M -$570K -7,025 -2%
ST
107
Sabal Trust
Florida
$22.3M +$189K +2,331 +0.9%
EIA
108
Edgemoor Investment Advisors
Maryland
$22M -$823K -10,142 -4%
CGT
109
Capital Guardian Trust
California
$21.5M +$2.34M +28,808 +12%
PIM
110
Perkins Investment Management
Illinois
$21.4M -$2.99M -36,827 -12%
BCAM
111
Boston Common Asset Management
Massachusetts
$21.4M +$113K +1,398 +0.5%
EVM
112
Eaton Vance Management
Massachusetts
$20.9M -$179K -2,203 -0.8%
O
113
OppenheimerFunds
New York
$20.1M – – –
NIM
114
Northeast Investment Management
Massachusetts
$19.6M -$41.5K -511 -0.2%
HSA
115
Hussman Strategic Advisors
Maryland
$19.4M -$652K -8,035 -3%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$19.3M +$19.3M +238,210 +212,688%
EWM
117
Evercore Wealth Management
New York
$18.9M -$264K -3,257 -1%
PNC
118
Park National Corp
Ohio
$18.2M +$2.17M +26,691 +13%
Citigroup
119
Citigroup
New York
$17.9M +$3.55M +43,768 +25%
GT
120
Glenmede Trust
Pennsylvania
$17.9M -$374K -4,611 -2%
WT
121
Wilmington Trust
Delaware
$17.5M -$62.7K -773 -0.4%
BA
122
BlackRock Advisors
Delaware
$17.3M +$5.22M +64,313 +43%
GC
123
Guggenheim Capital
Illinois
$17.2M +$284K +3,506 +2%
CCM
124
Compass Capital Management
Minnesota
$17.1M -$342K -4,217 -2%
William Blair & Company
125
William Blair & Company
Illinois
$16.8M +$3.3M +40,665 +24%
3 4
5
6 7