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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 %
William Blair & Company
151
William Blair & Company
Illinois
$12.7M +$359K +4,708 +3%
PI
152
Placemark Investments
Illinois
$12.4M -$17.3M -226,955 -58%
TBA
153
Tower Bridge Advisors
Pennsylvania
$12.3M +$103K +1,358 +0.9%
PSC
154
Prentiss Smith & Co
Vermont
$12.2M -$221K -2,897 -2%
FTIOP
155
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.1M +$377K +4,951 +3%
Stifel Financial
156
Stifel Financial
Missouri
$11.9M +$11.9M +156,551 New
AAM
157
Advisors Asset Management
Colorado
$11.9M +$114K +1,495 +1%
KeyBank National Association
158
KeyBank National Association
Ohio
$11.9M -$900K -11,819 -7%
OPCM
159
Osborne Partners Capital Management
California
$11.6M +$138K +1,815 +1%
NCM
160
Northroad Capital Management
New York
$11.3M -$2.33M -30,543 -17%
BA
161
BlackRock Advisors
Delaware
$11.3M – – –
SB
162
Suntrust Banks
Georgia
$11.2M -$160K -2,097 -1%
LPL Financial
163
LPL Financial
California
$11.2M -$1.43M -18,794 -11%
FNBOO
164
First National Bank of Omaha
Nebraska
$11M -$1.39M -18,251 -11%
EWA
165
EP Wealth Advisors
California
$10.9M +$232K +3,046 +2%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.6M -$94.1K -1,235 -0.9%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$10.3M -$292K -3,837 -3%
WF
168
Welch & Forbes
Massachusetts
$10.3M -$170K -2,228 -2%
LIA
169
LS Investment Advisors
Michigan
$10.2M -$90.7K -1,190 -0.9%
SOMRS
170
State of Michigan Retirement System
Michigan
$9.85M +$1.11M +14,508 +13%
PP
171
Patten & Patten
Tennessee
$9.81M -$76.5K -1,004 -0.8%
BWP
172
Baldwin Wealth Partners
Massachusetts
$9.77M -$244K -3,204 -2%
CCM
173
Chilton Capital Management
Texas
$9.6M +$286K +3,750 +3%
CSIC
174
Clifford Swan Investment Counsel
California
$9.49M +$101K +1,324 +1%
GC
175
Guardian Capital
Ontario, Canada
$9.42M +$3.37M +44,244 +56%
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