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Novartis
NVS

Overview Fund Activity

830 hedge funds and large institutions have $20.6B invested in Novartis in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 309 increasing their positions, 318 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+15
Holders Change %
+1.84%
% of All Funds
23.99%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
1.73%
New
61
Increased
309
Reduced
318
Closed
41
Calls
$182M
Puts
$192M
Net Calls
-$10M
Net Calls Change
-$58M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$245M
2
MHI
Miller Howard Investments
New York
$59.3M
3
VKH
Virtu KCG Holdings
New York
$52.2M
4
AG
Aperio Group
California
$45.8M
5
Northern Trust
Northern Trust
Illinois
$275M

Top Sellers

1
Primecap Management
Primecap Management
California
$2.04B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$216M
3
TCIM
TIAA CREF Investment Management
New York
$18.1M
4
WHG
Westwood Holdings Group
Texas
$75.7M
5
HTC
Haverford Trust Company
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
201
Grimes & Company
Massachusetts
$7.26M +$262K +3,441 +4%
AC
202
AFAM Capital
Texas
$7.24M +$49.1K +645 +0.7%
SSB
203
Sandy Spring Bank
Maryland
$7.2M +$58.7K +771 +0.8%
VW
204
Vantage Wealth
California
$7.14M +$17.1K +224 +0.2%
Jane Street
205
Jane Street
New York
$7.07M +$2.46M +32,234 +53%
CIM
206
Corda Investment Management
Texas
$7.03M -$71.1K -933 -1%
GJIC
207
Gamble Jones Investment Counsel
California
$7.03M -$196K -2,567 -3%
LI
208
LMCG Investments
Massachusetts
$6.96M +$17K +223 +0.2%
JGUA
209
John G. Ullman & Associates
New York
$6.95M -$345K -4,531 -5%
PA
210
Pinnacle Associates
New York
$6.93M +$135K +1,769 +2%
PAM
211
Private Asset Management
California
$6.87M +$42.1K +552 +0.6%
MA
212
MUFG Americas
New York
$6.78M +$334K +4,382 +5%
AIP
213
ARS Investment Partners
New York
$6.75M -$349K -4,584 -5%
WIC
214
Wilkins Investment Counsel
Massachusetts
$6.66M -$34K -446 -0.5%
CCT
215
Country Club Trust
Missouri
$6.6M +$189K +2,477 +3%
RIM
216
RS Investment Management
California
$6.51M -$298K -3,912 -4%
HNB
217
Huntington National Bank
Ohio
$6.48M -$131K -1,716 -2%
CRC
218
Curi RMB Capital
Illinois
$6.38M -$1.01M -13,313 -14%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$6.34M +$300K +3,934 +5%
BCB
220
Brian C. Broderick
$6.22M +$838 +11 +0%
OWD
221
Osborn Williams & Donohoe
Ohio
$6.2M -$18.7K -245 -0.3%
B
222
Baird
Wisconsin
$6.07M -$35.2M -461,689 -85%
MSA
223
Mason Street Advisors
Wisconsin
$6.06M – – –
BFG
224
Beacon Financial Group
Texas
$6.04M -$375K -5,124 -6%
CTA
225
Chesley Taft & Associates
Illinois
$5.97M +$77.6K +1,018 +1%
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