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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 %
LIA
176
LS Investment Advisors
Michigan
$9.7M -$1.17M -14,424 -11%
HTHT
177
Hemenway Trust Hemenway Trust
New Hampshire
$9.61M +$317K +3,913 +3%
CAG
178
Crestwood Advisors Group
Massachusetts
$9.37M +$178K +2,193 +2%
NFA
179
Nationwide Fund Advisors
Ohio
$9.35M -$4.56M -56,255 -33%
MAP
180
Managed Asset Portfolios
Michigan
$9.26M -$8.76K -108 -0.1%
WT
181
Whittier Trust
California
$9.15M -$306K -3,774 -3%
KFS
182
Kurt F. Somerville
$9.1M -$85.6K -1,055 -0.9%
TAM
183
Telemark Asset Management
Massachusetts
$9.05M +$9.05M +111,600 New
PIA
184
Philadelphia International Advisors
Pennsylvania
$8.76M -$661K -8,144 -7%
FM
185
Forward Management
California
$8.76M +$279K +3,431 +3%
M
186
MOTCO
Texas
$8.71M +$89.2K +1,100 +1%
CAMI
187
Concord Asset Management (Illinois)
Illinois
$8.61M -$117K -1,445 -1%
EWA
188
Exencial Wealth Advisors
Oklahoma
$8.46M +$456K +5,650 +6%
EGA
189
Eagle Global Advisors
Texas
$8.38M -$69.8K -861 -0.8%
PP
190
Patten & Patten
Tennessee
$8.37M -$2.07M -25,579 -20%
AIP
191
ARS Investment Partners
New York
$8.32M +$1.13M +13,921 +16%
TU
192
TDAM USA
Ontario, Canada
$8.28M -$128K -1,580 -2%
JPMIA
193
J.P. Marvel Investment Advisors
Massachusetts
$8.28M -$67K -826 -0.8%
MBE
194
Michael B. Elefante
$8.13M -$354K -4,369 -4%
SCM
195
Salem Capital Management
Massachusetts
$8.13M -$218K -2,684 -3%
GC
196
Gratry & Company
Ohio
$8M -$904K -11,150 -10%
CCM
197
Cohen Capital Management
California
$7.82M – – –
AAMU
198
Amundi Asset Management US
Massachusetts
$7.82M +$83.6K +1,030 +1%
GC
199
Grimes & Company
Massachusetts
$7.81M +$78.9K +973 +1%
PFC
200
Phocas Financial Corp
California
$7.8M -$308K -3,798 -4%
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