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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
Dodge & Cox
California
$4.63B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$102M
3
Northern Trust
Northern Trust
Illinois
$365M
4
Parnassus Investments
Parnassus Investments
California
$246M
5
TAM
Tocqueville Asset Management
New York
$35.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$58.8M
2
Franklin Resources
Franklin Resources
California
$239M
3
Invesco
Invesco
Georgia
$254M
4
BBHC
Brown Brothers Harriman & Co
New York
$1.03B
5
IC
Institutional Capital
Illinois
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Buckhead Capital Management
Georgia
$7.66M -$1.23M -15,105 -14%
AC
202
AFAM Capital
Texas
$7.6M -$112K -1,376 -1%
SSB
203
Sandy Spring Bank
Maryland
$7.52M -$144K -1,772 -2%
MA
204
MUFG Americas
New York
$7.47M +$251K +3,091 +3%
LI
205
LMCG Investments
Massachusetts
$7.43M +$14.7K +181 +0.2%
CIM
206
Corda Investment Management
Texas
$7.39M -$92.7K -1,143 -1%
GC
207
Grace Capital
Massachusetts
$7.28M +$5.3M +65,364 +268%
GJIC
208
Gamble Jones Investment Counsel
California
$7.26M -$216K -2,667 -3%
JGUA
209
John G. Ullman & Associates
New York
$7.26M -$136K -1,674 -2%
PAM
210
Private Asset Management
California
$7.21M -$108K -1,334 -1%
PA
211
Pinnacle Associates
New York
$7.19M -$192K -2,366 -3%
WIC
212
Wilkins Investment Counsel
Massachusetts
$7.11M +$18.1K +223 +0.3%
RIM
213
RS Investment Management
California
$6.95M +$18.2K +224 +0.3%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$6.89M +$142K +1,749 +2%
CCT
215
Country Club Trust
Missouri
$6.89M -$138K -1,703 -2%
BCB
216
Brian C. Broderick
$6.82M +$200K +2,461 +3%
EAM
217
EverPoint Asset Management
Connecticut
$6.79M +$6.79M +83,700 New
ADMI
218
Albert D. Mason Inc
Massachusetts
$6.76M -$1.89M -23,246 -22%
CTA
219
Chesley Taft & Associates
Illinois
$6.54M +$186K +2,299 +3%
OWD
220
Osborn Williams & Donohoe
Ohio
$6.52M -$7.62K -95 -0.1%
B
221
Baird
Wisconsin
$6.46M -$2.43K -30 -0%
PSUF
222
People's United Financial
Connecticut
$6.46M +$856K +10,548 +15%
MSA
223
Mason Street Advisors
Wisconsin
$6.46M – – –
TD Asset Management
224
TD Asset Management
Ontario, Canada
$6.45M -$1.42M -17,542 -18%
MAM
225
Mastrapasqua Asset Management
Tennessee
$6.44M +$132K +1,623 +2%
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