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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 %
GC
201
Grimes & Company
Massachusetts
$7.9M -$216K -2,557 -3%
SCM
202
Salem Capital Management
Massachusetts
$7.88M -$582K -6,897 -7%
GC
203
Grace Capital
Massachusetts
$7.86M +$291K +3,455 +4%
Chevy Chase Trust
204
Chevy Chase Trust
Maryland
$7.76M -$6.28M -74,459 -45%
LI
205
LMCG Investments
Massachusetts
$7.75M +$25.6K +304 +0.3%
BCM
206
Buckhead Capital Management
Georgia
$7.67M -$294K -3,490 -4%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$7.67M +$507K +6,012 +7%
SSB
208
Sandy Spring Bank
Maryland
$7.65M -$176K -2,087 -2%
GJIC
209
Gamble Jones Investment Counsel
California
$7.63M +$75.7K +897 +1%
CIM
210
Corda Investment Management
Texas
$7.62M -$69.1K -819 -0.9%
PA
211
Pinnacle Associates
New York
$7.59M +$110K +1,306 +1%
PAM
212
Private Asset Management
California
$7.46M -$39K -462 -0.5%
WIC
213
Wilkins Investment Counsel
Massachusetts
$7.34M -$51.8K -614 -0.7%
BCB
214
Brian C. Broderick
$7.15M +$55.7K +660 +0.8%
CCT
215
Country Club Trust
Missouri
$7.11M -$56K -664 -0.8%
ADMI
216
Albert D. Mason Inc
Massachusetts
$7.07M +$46.1K +547 +0.7%
MA
217
MUFG Americas
New York
$7.03M -$729K -8,641 -9%
VW
218
Vantage Wealth
California
$6.93M +$89.4K +1,060 +1%
MIS
219
Morningstar Investment Services
Illinois
$6.91M +$476K +5,647 +7%
OWD
220
Osborn Williams & Donohoe
Ohio
$6.83M -$27.5K -326 -0.4%
GC
221
Gratry & Company
Ohio
$6.77M -$1.55M -18,337 -19%
CTA
222
Chesley Taft & Associates
Illinois
$6.74M -$61.1K -724 -0.9%
MSA
223
Mason Street Advisors
Wisconsin
$6.71M – – –
TCOV
224
Trust Company of Vermont
Vermont
$6.71M +$26.1K +309 +0.4%
PSUF
225
People's United Financial
Connecticut
$6.67M -$47.1K -558 -0.7%
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