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Novartis
NVS

Overview Fund Activity

874 hedge funds and large institutions have $22.5B invested in Novartis in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 335 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+27
Holders Change %
+3.19%
% of All Funds
25.38%
Holding in Top 10
71
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.41%
% of All Funds
2.06%
New
54
Increased
314
Reduced
335
Closed
21
Calls
$187M
Puts
$110M
Net Calls
+$77.6M
Net Calls Change
+$12.5M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$247M
2
TH
TCTC Holdings
Texas
$40.1M
3
PP
PDT Partners
New York
$38M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$323M
5
Wells Fargo
Wells Fargo
California
$695M

Top Sellers

1
Primecap Management
Primecap Management
California
$2.09B
2
SCM
Sterling Capital Management
North Carolina
$66.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$34.2M
4
Northern Trust
Northern Trust
Illinois
$313M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$908K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
World Asset Management
Michigan
$13.2M -$720K -8,537 -5%
PSC
152
Prentiss Smith & Co
Vermont
$13.1M -$307K -3,639 -2%
TBA
153
Tower Bridge Advisors
Pennsylvania
$13M -$242K -2,869 -2%
AAM
154
Advisors Asset Management
Colorado
$13M -$257K -3,048 -2%
EWA
155
EP Wealth Advisors
California
$12.9M +$504K +5,975 +4%
Wellington Management Group
156
Wellington Management Group
Massachusetts
$12.7M +$8.98M +106,459 +238%
PAS
157
Professional Advisory Services
Florida
$12.7M -$53.4K -633 -0.4%
NCM
158
Northroad Capital Management
New York
$12.6M -$111K -1,320 -0.9%
BA
159
BlackRock Advisors
Delaware
$12.5M -$5.42M -64,313 -30%
OPCM
160
Osborne Partners Capital Management
California
$12.5M -$35.3K -419 -0.3%
TCIM
161
TIAA CREF Investment Management
New York
$11.9M -$5.16M -61,171 -30%
WF
162
Welch & Forbes
Massachusetts
$11.7M +$80.6K +956 +0.7%
BWP
163
Baldwin Wealth Partners
Massachusetts
$11.5M +$586K +6,946 +5%
LWCFA
164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.3M -$28.3K -335 -0.2%
TCT
165
TIAA CREF Trust
Missouri
$11.2M -$3.12M -37,007 -22%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$11.1M +$194K +2,296 +2%
CCM
167
Chilton Capital Management
Texas
$11M +$131K +1,555 +1%
SOMRS
168
State of Michigan Retirement System
Michigan
$10.9M – – –
KeyBank National Association
169
KeyBank National Association
Ohio
$10.8M -$569K -6,747 -5%
FNBOO
170
First National Bank of Omaha
Nebraska
$10.5M -$943K -11,181 -8%
EAM
171
EverPoint Asset Management
Connecticut
$10.4M +$3.29M +39,060 +47%
CSIC
172
Clifford Swan Investment Counsel
California
$10.3M -$180K -2,139 -2%
MAP
173
Managed Asset Portfolios
Michigan
$10.2M +$557K +6,607 +6%
LPL Financial
174
LPL Financial
California
$10.2M -$1.2M -14,421 -11%
HTHT
175
Hemenway Trust Hemenway Trust
New Hampshire
$10.1M +$61.5K +729 +0.6%
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