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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 %
HCM
201
Hilton Capital Management
New York
$8.03M 86,680 +86,680 New
CCM
202
Cohen Capital Management
California
$8.01M 86,418 – –
MIS
203
Morningstar Investment Services
Illinois
$7.9M 85,239 +11,860 +16%
TD Asset Management
204
TD Asset Management
Ontario, Canada
$7.86M 84,807 +32,015 +61%
PFC
205
Phocas Financial Corp
California
$7.74M 83,541 -2,344 -3%
GC
206
Grimes & Company
Massachusetts
$7.71M 83,208 -743 -0.9%
AAMU
207
Amundi Asset Management US
Massachusetts
$7.69M 82,942 -3,560 -4%
AC
208
AFAM Capital
Texas
$7.68M 82,902 -1,435 -2%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$7.68M 82,875 +1,376 +2%
MCM
210
Marsico Capital Management
Colorado
$7.62M 82,198 +82,198 New
LI
211
LMCG Investments
Massachusetts
$7.61M 82,105 -225 -0.3%
SCM
212
Salem Capital Management
Massachusetts
$7.57M 81,665 -2,000 -2%
BCM
213
Buckhead Capital Management
Georgia
$7.56M 81,594 +92 +0.1%
BCB
214
Brian C. Broderick
$7.54M 81,370 +5,425 +7%
SSB
215
Sandy Spring Bank
Maryland
$7.51M 81,011 -223 -0.3%
PA
216
Pinnacle Associates
New York
$7.45M 80,390 -219 -0.3%
CIM
217
Corda Investment Management
Texas
$7.43M 80,138 -780 -1%
GJIC
218
Gamble Jones Investment Counsel
California
$7.4M 79,811 -1,235 -2%
First Trust Advisors
219
First Trust Advisors
Illinois
$7.37M 79,525 +12,922 +19%
B
220
Baird
Wisconsin
$7.3M 78,731 -6,001 -7%
PAM
221
Private Asset Management
California
$7.28M 78,545 -650 -0.8%
CCT
222
Country Club Trust
Missouri
$7.26M 78,404 +2,926 +4%
WIC
223
Wilkins Investment Counsel
Massachusetts
$7.18M 77,500 -500 -0.6%
CAM
224
Capstone Asset Management
Texas
$7.12M 76,880 +14,090 +22%
ADMI
225
Albert D. Mason Inc
Massachusetts
$6.98M 75,375 +220 +0.3%
7 8
9
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