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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 %
Chevy Chase Trust
151
Chevy Chase Trust
Maryland
$13.4M 144,550 +62,106 +75%
BCM
152
Brookmont Capital Management
Texas
$13.2M 142,630 -25,073 -15%
GGI
153
Godsey & Gibb Inc
Virginia
$13.2M 142,561 -295 -0.2%
TBA
154
Tower Bridge Advisors
Pennsylvania
$12.9M 139,746 +1,150 +0.8%
AAM
155
Advisors Asset Management
Colorado
$12.9M 139,707 +2,127 +2%
WAM
156
World Asset Management
Michigan
$12.9M 138,776 -1,024 -0.7%
PSC
157
Prentiss Smith & Co
Vermont
$12.7M 136,972 -1,662 -1%
EWA
158
EP Wealth Advisors
California
$12.7M 136,849 -53 -0%
OPCM
159
Osborne Partners Capital Management
California
$12.6M 135,735 +2,909 +2%
PAS
160
Professional Advisory Services
Florida
$12.5M 135,101 -208 -0.2%
CCI
161
Columbus Circle Investors
$12.4M 134,237 +134,237 New
BA
162
BlackRock Advisors
Delaware
$12.3M 132,981 – –
WF
163
Welch & Forbes
Massachusetts
$11.7M 126,307 +1,570 +1%
LPL Financial
164
LPL Financial
California
$11.7M 126,177 +17,214 +16%
BWP
165
Baldwin Wealth Partners
Massachusetts
$11.7M 125,872 +4,110 +3%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11M 119,040 -1,165 -1%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$11M 118,966 +1,401 +1%
SOMRS
168
State of Michigan Retirement System
Michigan
$10.7M 115,800 – –
TCT
169
TIAA CREF Trust
Missouri
$10.5M 113,585 -5,633 -5%
CCM
170
Chilton Capital Management
Texas
$10.4M 111,945 -5,212 -4%
KeyBank National Association
171
KeyBank National Association
Ohio
$10.3M 111,223 -3,080 -3%
HTHT
172
Hemenway Trust Hemenway Trust
New Hampshire
$10.3M 110,660 +3,860 +4%
MAP
173
Managed Asset Portfolios
Michigan
$10.1M 108,916 +660 +0.6%
CSIC
174
Clifford Swan Investment Counsel
California
$10.1M 108,521 -505 -0.5%
PWP
175
Private Wealth Partners
California
$9.75M 105,190 +61,440 +140%
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