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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 %
CAG
176
Crestwood Advisors Group
Massachusetts
$9.73M 105,003 +2,538 +2%
SW
177
SVB Wealth
Massachusetts
$9.7M 104,684 +104,684 New
WT
178
Whittier Trust
California
$9.58M 103,448 -1,569 -1%
Allianz Asset Management
179
Allianz Asset Management
Germany
$9.57M 103,299 +2,025 +2%
FM
180
Forward Management
California
$9.45M 102,009 +4,628 +5%
LIA
181
LS Investment Advisors
Michigan
$9.45M 101,967 +352 +0.3%
FCI
182
Financial Counselors Inc
Kansas
$9.31M 100,464 +6,931 +7%
AIIMS
183
Analyst IMS Investment Management Services
Israel
$9.23M 99,593 +99,593 New
EWA
184
Exencial Wealth Advisors
Oklahoma
$9.14M 95,115 -804 -0.8%
M
185
MOTCO
Texas
$9.08M 97,988 -63 -0.1%
FNBOO
186
First National Bank of Omaha
Nebraska
$9M 97,151 -14,540 -13%
GC
187
Grace Capital
Massachusetts
$8.93M 96,350 +12,864 +15%
NCM
188
Northroad Capital Management
New York
$8.91M 96,114 -38,177 -28%
MIH
189
Madison Investment Holdings
Wisconsin
$8.88M 95,816 -1,855 -2%
BPBT
190
Boston Private Bank & Trust
Massachusetts
$8.71M 94,018 -6,556 -7%
CAMI
191
Concord Asset Management (Illinois)
Illinois
$8.67M 93,512 -1,920 -2%
PP
192
Patten & Patten
Tennessee
$8.6M 92,855 +894 +1%
EGA
193
Eagle Global Advisors
Texas
$8.58M 92,643 +286 +0.3%
JPMIA
194
J.P. Marvel Investment Advisors
Massachusetts
$8.54M 92,117 +150 +0.2%
TU
195
TDAM USA
Ontario, Canada
$8.47M 91,428 -319 -0.3%
GC
196
Gratry & Company
Ohio
$8.34M 103,704 +31,773 +44%
AIP
197
ARS Investment Partners
New York
$8.33M 89,906 -2,795 -3%
PIA
198
Philadelphia International Advisors
Pennsylvania
$8.2M 88,480 -830 -0.9%
MSA
199
Mason Street Advisors
Wisconsin
$8.18M 88,303 +17,000 +24%
UCFA
200
United Capital Financial Advisors
Texas
$8.14M 87,812 +22,320 +34%
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