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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.

New
Increased
Maintained
Reduced
Closed
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 %
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$16.7M +$324K +3,997 +2%
TCIM
127
TIAA CREF Investment Management
New York
$16.4M -$2.94M -36,202 -15%
MCM
128
Moore Capital Management
New York
$16.3M +$16.3M +200,880 New
BCM
129
Brookmont Capital Management
Texas
$16.2M +$1.53M +18,860 +10%
UBS AM
130
UBS AM
Illinois
$16.1M +$1.08M +13,348 +7%
GC
131
Guardian Capital
Ontario, Canada
$16.1M +$6.04M +74,468 +60%
MTC
132
McDaniel Terry & Co
Texas
$15.8M +$136K +1,682 +0.9%
CCM
133
Cullen Capital Management
New York
$15.8M -$1.58M -19,474 -9%
CTI
134
Community Trust & Investment
Kentucky
$15.6M +$939K +11,572 +6%
Comerica Bank
135
Comerica Bank
Texas
$15.5M -$2.62M -32,309 -14%
RMCM
136
Reynders McVeigh Capital Management
Massachusetts
$15.3M +$126K +1,550 +0.8%
TAM
137
Todd Asset Management
Kentucky
$15.2M -$1.66M -20,406 -10%
TGI
138
Tradewinds Global Investors
California
$14.9M -$757K -9,331 -5%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$14.8M +$783K +9,653 +6%
PI
140
Placemark Investments
Illinois
$14.6M +$1.45M +17,814 +11%
FFIC
141
First Fiduciary Investment Counsel
Ohio
$14.4M -$114K -1,410 -0.8%
WG
142
Welch Group
Alabama
$14.1M +$70.4K +868 +0.5%
OCAM
143
Onex Canada Asset Management
Ontario, Canada
$14M +$14M +171,976 New
Deutsche Bank
144
Deutsche Bank
Germany
$13.9M +$8.16M +100,671 +143%
TCT
145
TIAA CREF Trust
Missouri
$13.8M -$1.46M -18,038 -10%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$13.5M -$94.3K -1,162 -0.7%
WAM
147
World Asset Management
Michigan
$13.3M -$431K -5,312 -3%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$13.3M -$1.68M -20,758 -11%
GGI
149
Godsey & Gibb Inc
Virginia
$13.2M -$1.45M -17,828 -10%
PSC
150
Prentiss Smith & Co
Vermont
$12.8M -$173K -2,136 -1%
4 5
6
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