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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 %
ACM
101
Atlanta Capital Management
Georgia
$26.1M -$501K -5,943 -2%
DADC
102
D.A. Davidson & Co
Montana
$25.7M +$803K +9,516 +3%
MC
103
Maverick Capital
Texas
$25.7M +$25.7M +304,188 New
HighTower Advisors
104
HighTower Advisors
Illinois
$25.3M +$896K +10,625 +4%
CGT
105
Capital Guardian Trust
California
$25M +$2.6M +30,810 +12%
California Public Employees Retirement System
106
California Public Employees Retirement System
California
$24.8M +$22.2M +263,001 +864%
PHS
107
Pekin Hardy Strauss
Illinois
$24.4M -$1.04M -12,285 -4%
DP
108
Dearborn Partners
Illinois
$23.8M +$14.3K +170 +0.1%
ST
109
Sabal Trust
Florida
$23M -$113K -1,338 -0.5%
O
110
OppenheimerFunds
New York
$22.7M +$1.76M +20,825 +8%
BCAM
111
Boston Common Asset Management
Massachusetts
$22.6M +$438K +5,191 +2%
EIA
112
Edgemoor Investment Advisors
Maryland
$22.6M -$319K -3,782 -1%
WSFS
113
Wilmington Savings Fund Society
Delaware
$22.6M -$669K -7,934 -3%
FFA
114
First Foundation Advisors
California
$21.9M -$4.89M -57,982 -18%
RMCM
115
Reynders McVeigh Capital Management
Massachusetts
$20.9M +$5M +59,275 +31%
NIM
116
Northeast Investment Management
Massachusetts
$20.7M +$307K +3,634 +2%
HSA
117
Hussman Strategic Advisors
Maryland
$20.1M – – –
PIM
118
Perkins Investment Management
Illinois
$20.1M -$2.18M -25,900 -10%
PNC
119
Park National Corp
Ohio
$20M +$992K +11,766 +5%
TA
120
Teachers Advisors
New York
$19.9M -$5.89M -69,804 -23%
Norges Bank
121
Norges Bank
Norway
$19.8M -$19.8M -234,639 -50%
EWM
122
Evercore Wealth Management
New York
$19.7M +$127K +1,507 +0.6%
William Blair & Company
123
William Blair & Company
Illinois
$19.3M +$1.84M +21,852 +11%
Citigroup
124
Citigroup
New York
$19.2M +$582K +6,898 +3%
WI
125
WBI Investments
New Jersey
$18.1M +$18.1M +214,215 New
3 4
5
6 7