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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.

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

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$339M
2
EAM
Edge Asset Management
Washington
$71.8M
3
BBHC
Brown Brothers Harriman & Co
New York
$992M
4
Northern Trust
Northern Trust
Illinois
$218M
5
VKH
Virtu KCG Holdings
New York
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Wilmington Trust
Delaware
$16.7M +$391K +5,425 +2%
PAS
127
Professional Advisory Services
Florida
$16.1M -$107K -1,483 -0.7%
Adage Capital Partners
128
Adage Capital Partners
Massachusetts
$16.1M +$4.02M +55,800 +33%
Comerica Bank
129
Comerica Bank
Texas
$15.6M -$8.76M -121,561 -36%
BPBT
130
Boston Private Bank & Trust
Massachusetts
$15.5M +$5.06M +70,199 +48%
CCM
131
Compass Capital Management
Minnesota
$15.4M +$245K +3,399 +2%
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$14.4M +$494K +6,861 +4%
CGT
133
Capital Guardian Trust
California
$14.4M +$2.8M +38,944 +24%
TCT
134
TIAA CREF Trust
Missouri
$14.3M +$187K +2,595 +1%
UBS AM
135
UBS AM
Illinois
$14M +$776K +10,781 +6%
MTC
136
McDaniel Terry & Co
Texas
$13.9M +$833K +11,559 +6%
HighTower Advisors
137
HighTower Advisors
Illinois
$13.8M +$570K +7,913 +4%
WAM
138
World Asset Management
Michigan
$13.6M -$4.47M -62,009 -25%
GGI
139
Godsey & Gibb Inc
Virginia
$13.4M +$324K +4,492 +2%
FFIC
140
First Fiduciary Investment Counsel
Ohio
$13.3M +$112K +1,561 +0.9%
BCM
141
Brookmont Capital Management
Texas
$13.2M +$2.11M +29,339 +19%
RMCM
142
Reynders McVeigh Capital Management
Massachusetts
$13.2M +$154K +2,143 +1%
NCM
143
Northroad Capital Management
New York
$12.9M -$119K -1,658 -0.9%
GC
144
Guggenheim Capital
Illinois
$12.9M +$2.71M +37,648 +27%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$12.7M +$263K +3,650 +2%
VAM
146
Visium Asset Management
New York
$12.7M +$4.58M +63,565 +57%
WG
147
Welch Group
Alabama
$12.6M +$139K +1,926 +1%
CTI
148
Community Trust & Investment
Kentucky
$12.6M +$82.5K +1,145 +0.7%
CCM
149
Cullen Capital Management
New York
$12.5M +$100K +1,395 +0.8%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$12.3M -$1.63M -22,663 -12%
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