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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 %
MCC
101
Mid Continent Capital
Illinois
$26.2M 282,910 -789 -0.3%
GG
102
Gofen & Glossberg
Illinois
$26.1M 281,584 -1,831 -0.6%
AWCI
103
Alpine Woods Capital Investors
New York
$25.9M 279,339 -18,100 -6%
DADC
104
D.A. Davidson & Co
Montana
$25.6M 275,997 +2,470 +0.9%
HighTower Advisors
105
HighTower Advisors
Illinois
$25.2M 272,427 +3,482 +1%
TBC
106
Tweedy, Browne Co
Connecticut
$24.7M 266,037 -17,946 -6%
ACM
107
Atlanta Capital Management
Georgia
$24.5M 264,083 -13,381 -5%
DP
108
Dearborn Partners
Illinois
$23.7M 255,910 +2,768 +1%
PHS
109
Pekin Hardy Strauss
Illinois
$23.1M 249,647 -9,260 -4%
ST
110
Sabal Trust
Florida
$22.4M 242,217 -2,365 -1%
BCAM
111
Boston Common Asset Management
Massachusetts
$22.4M 241,494 +974 +0.4%
O
112
OppenheimerFunds
New York
$22.3M 240,965 +305 +0.1%
WSFS
113
Wilmington Savings Fund Society
Delaware
$22.1M 238,674 -1,168 -0.5%
EIA
114
Edgemoor Investment Advisors
Maryland
$22M 237,713 -2,316 -1%
FFA
115
First Foundation Advisors
California
$21.5M 231,503 -1,268 -0.5%
GC
116
Guardian Capital
Ontario, Canada
$21.4M 230,852 +56,265 +32%
FA
117
Friess Associates
Delaware
$21.3M 230,000 +230,000 New
Stifel Financial
118
Stifel Financial
Missouri
$21.3M 229,670 +69,965 +44%
PNC
119
Park National Corp
Ohio
$20.9M 225,297 +13,334 +6%
NIM
120
Northeast Investment Management
Massachusetts
$20.6M 221,928 +1,646 +0.7%
RMCM
121
Reynders McVeigh Capital Management
Massachusetts
$20.4M 220,366 -1,914 -0.9%
William Blair & Company
122
William Blair & Company
Illinois
$20.2M 217,466 +12,163 +6%
Marshall Wace
123
Marshall Wace
United Kingdom
$20M 215,718 +215,718 New
EWM
124
Evercore Wealth Management
New York
$19.6M 211,579 +1,878 +0.9%
PIM
125
Perkins Investment Management
Illinois
$19.6M 211,351 -2,303 -1%
3 4
5
6 7