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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 %
FTIOP
151
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.8M -$39.4K -486 -0.3%
TBA
152
Tower Bridge Advisors
Pennsylvania
$12.8M -$284K -3,500 -2%
AAM
153
Advisors Asset Management
Colorado
$12.7M +$59.1K +728 +0.5%
Stifel Financial
154
Stifel Financial
Missouri
$12.5M -$172K -2,117 -1%
PAS
155
Professional Advisory Services
Florida
$12.3M -$5.09M -62,801 -29%
NCM
156
Northroad Capital Management
New York
$12.3M +$215K +2,649 +2%
TSW
157
Thompson Siegel & Walmsley
Virginia
$12.1M -$1.38M -16,991 -10%
OPCM
158
Osborne Partners Capital Management
California
$12.1M -$342K -4,210 -3%
EWA
159
EP Wealth Advisors
California
$11.9M +$259K +3,194 +2%
Aristotle Capital Management
160
Aristotle Capital Management
California
$11.8M -$6.57M -81,004 -36%
WF
161
Welch & Forbes
Massachusetts
$11.2M +$249K +3,064 +2%
MIH
162
Madison Investment Holdings
Wisconsin
$11M -$7.21M -88,904 -40%
LPL Financial
163
LPL Financial
California
$11M -$839K -10,341 -7%
FNBOO
164
First National Bank of Omaha
Nebraska
$11M -$739K -9,108 -6%
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.9M -$369K -4,547 -3%
KeyBank National Association
166
KeyBank National Association
Ohio
$10.9M -$1.74M -21,489 -14%
BPBT
167
Boston Private Bank & Trust
Massachusetts
$10.8M -$6.93M -85,451 -39%
SOMRS
168
State of Michigan Retirement System
Michigan
$10.5M – – –
CCM
169
Chilton Capital Management
Texas
$10.5M +$254K +3,131 +2%
BWP
170
Baldwin Wealth Partners
Massachusetts
$10.5M +$61.8K +762 +0.6%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$10.5M -$534K -6,584 -5%
TAM
172
Trillium Asset Management
Massachusetts
$10.2M +$904K +11,147 +10%
CSIC
173
Clifford Swan Investment Counsel
California
$10M -$58.7K -724 -0.6%
SB
174
Suntrust Banks
Georgia
$9.93M -$1.96M -24,125 -16%
FCI
175
Financial Counselors Inc
Kansas
$9.74M +$131K +1,616 +1%
5 6
7
8 9