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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 %
Norges Bank
126
Norges Bank
Norway
$19.5M 210,250 – –
CTI
127
Community Trust & Investment
Kentucky
$18.9M 204,430 +49,447 +32%
GT
128
Glenmede Trust
Pennsylvania
$17.5M 189,081 +3,489 +2%
CCM
129
Compass Capital Management
Minnesota
$17.4M 187,802 -871 -0.5%
TAM
130
Trillium Asset Management
Massachusetts
$17.2M 185,435 +8,276 +5%
Citigroup
131
Citigroup
New York
$16.7M 180,728 -23,674 -12%
MTC
132
McDaniel Terry & Co
Texas
$16.2M 174,404 +1,714 +1%
TAM
133
Todd Asset Management
Kentucky
$15.8M 170,449 -747 -0.4%
TAM
134
Telemark Asset Management
Massachusetts
$15.8M 170,000 -10,000 -6%
PI
135
Placemark Investments
Illinois
$15.5M 167,442 +513 +0.3%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$15.4M 165,821 +3,026 +2%
HSA
137
Hussman Strategic Advisors
Maryland
$15.2M 164,000 -50,000 -23%
CCM
138
Cullen Capital Management
New York
$15.1M 162,600 -12,100 -7%
UBS AM
139
UBS AM
Illinois
$14.9M 161,222 -12,106 -7%
FFIC
140
First Fiduciary Investment Counsel
Ohio
$14.9M 160,992 +8,180 +5%
GC
141
Guggenheim Capital
Illinois
$14.9M 160,387 -19,721 -11%
RL
142
Ruffer LLP
United Kingdom
$14.8M 159,840 -9,010 -5%
WG
143
Welch Group
Alabama
$14.8M 159,463 +2,869 +2%
OCAM
144
Onex Canada Asset Management
Ontario, Canada
$14.3M 154,100 – –
Adage Capital Partners
145
Adage Capital Partners
Massachusetts
$13.9M 150,000 +150,000 New
KFS
146
Kurt F. Somerville
$13.8M 148,936 +49,668 +50%
Aristotle Capital Management
147
Aristotle Capital Management
California
$13.6M 147,076 +4,519 +3%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M 146,400 – –
FTIOP
149
Fiduciary Trust International of Pennsylvania
Pennsylvania
$13.5M 146,213 +2,587 +2%
Deutsche Bank
150
Deutsche Bank
Germany
$13.5M 145,244 -3,245 -2%
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