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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.

New
Increased
Maintained
Reduced
Closed
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
Loomis, Sayles & Company
Massachusetts
$245M
2
MHI
Miller Howard Investments
New York
$59.3M
3
VKH
Virtu KCG Holdings
New York
$52.2M
4
AG
Aperio Group
California
$45.8M
5
Northern Trust
Northern Trust
Illinois
$275M

Top Sellers

1
Primecap Management
Primecap Management
California
$2.04B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$216M
3
TCIM
TIAA CREF Investment Management
New York
$18.1M
4
WHG
Westwood Holdings Group
Texas
$75.7M
5
HTC
Haverford Trust Company
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Wilmington Trust
Delaware
$16.5M -$1.17M -15,344 -7%
CCM
127
Compass Capital Management
Minnesota
$16.4M +$159K +2,093 +1%
CCM
128
Cullen Capital Management
New York
$16.4M +$3.19M +41,906 +24%
PAS
129
Professional Advisory Services
Florida
$16.3M -$670K -8,794 -4%
GC
130
Guggenheim Capital
Illinois
$15.9M +$2.28M +29,961 +17%
TAM
131
Todd Asset Management
Kentucky
$15.9M -$24.2M -317,418 -60%
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$15.4M +$137K +1,804 +0.9%
PNC
133
Park National Corp
Ohio
$15.1M +$2.17M +28,431 +17%
MTC
134
McDaniel Terry & Co
Texas
$14.8M +$97.5K +1,280 +0.7%
TGI
135
Tradewinds Global Investors
California
$14.7M -$5.96M -78,270 -29%
TCT
136
TIAA CREF Trust
Missouri
$14.3M -$768K -10,083 -5%
RMCM
137
Reynders McVeigh Capital Management
Massachusetts
$14.3M +$352K +4,620 +3%
UBS AM
138
UBS AM
Illinois
$14.1M -$626K -8,215 -4%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$14M -$15.1M -198,313 -52%
CTI
140
Community Trust & Investment
Kentucky
$13.8M +$505K +6,629 +4%
GGI
141
Godsey & Gibb Inc
Virginia
$13.7M -$430K -5,641 -3%
BCM
142
Brookmont Capital Management
Texas
$13.7M -$224K -2,939 -2%
FFIC
143
First Fiduciary Investment Counsel
Ohio
$13.6M -$465K -6,101 -3%
Citigroup
144
Citigroup
New York
$13.5M +$2.33M +30,555 +21%
WG
145
Welch Group
Alabama
$13.2M -$172K -2,257 -1%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$13.2M +$118K +1,546 +0.9%
NFA
147
Nationwide Fund Advisors
Ohio
$13.1M +$799K +10,493 +7%
WAM
148
World Asset Management
Michigan
$12.9M -$1.49M -19,588 -10%
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$12.8M -$712K -9,350 -5%
TSW
150
Thompson Siegel & Walmsley
Virginia
$12.7M -$229 -3 -0%
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