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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 %
WT
176
Whittier Trust
California
$9.89M +$368K +4,357 +4%
CAG
177
Crestwood Advisors Group
Massachusetts
$9.65M -$93.5K -1,109 -1%
LIA
178
LS Investment Advisors
Michigan
$9.57M -$521K -6,182 -5%
BPBT
179
Boston Private Bank & Trust
Massachusetts
$9.47M -$1.72M -20,406 -15%
KFS
180
Kurt F. Somerville
$9.34M -$113K -1,337 -1%
M
181
MOTCO
Texas
$9.23M +$178K +2,113 +2%
MIH
182
Madison Investment Holdings
Wisconsin
$9.19M -$2.29M -27,155 -20%
FM
183
Forward Management
California
$9.17M +$80.8K +958 +0.9%
EWA
184
Exencial Wealth Advisors
Oklahoma
$9.03M +$191K +2,265 +2%
CAMI
185
Concord Asset Management (Illinois)
Illinois
$8.98M +$18.8K +223 +0.2%
Allianz Asset Management
186
Allianz Asset Management
Germany
$8.93M +$6.6M +83,522 +283%
FCI
187
Financial Counselors Inc
Kansas
$8.8M -$1.32M -15,638 -13%
AIP
188
ARS Investment Partners
New York
$8.73M +$75K +889 +0.9%
SB
189
Suntrust Banks
Georgia
$8.72M -$1.61M -19,113 -16%
EGA
190
Eagle Global Advisors
Texas
$8.69M -$17.9K -212 -0.2%
JPMIA
191
J.P. Marvel Investment Advisors
Massachusetts
$8.66M +$50.9K +604 +0.6%
PP
192
Patten & Patten
Tennessee
$8.66M -$47.7K -566 -0.5%
TU
193
TDAM USA
Ontario, Canada
$8.64M +$30.3K +359 +0.4%
MBE
194
Michael B. Elefante
$8.46M -$4.72K -56 -0.1%
PIA
195
Philadelphia International Advisors
Pennsylvania
$8.41M -$704K -8,347 -8%
AAMU
196
Amundi Asset Management US
Massachusetts
$8.14M +$16.9K +200 +0.2%
CCM
197
Cohen Capital Management
California
$8.14M – – –
PFC
198
Phocas Financial Corp
California
$8.08M -$23.9K -283 -0.3%
B
199
Baird
Wisconsin
$7.98M +$1.26M +14,958 +19%
AC
200
AFAM Capital
Texas
$7.94M +$37.3K +442 +0.5%
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