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Novartis

761 hedge funds and large institutions have $18.7B invested in Novartis in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 282 increasing their positions, 294 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $102M | Put options by funds: $79.7M

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $16.9B → $18.7B (+$1.82B)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

0.03% less ownership

Funds ownership: 9.93%9.91% (-0.03%)

0% less funds holding

Funds holding: 763761 (-2)

4% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 294

Holders
761
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
24.68%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
1.78%
New
53
Increased
282
Reduced
294
Closed
47
Calls
$102M
Puts
$79.7M
Net Calls
+$22.5M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OWD
226
Osborn Williams & Donohoe
Ohio
$5.66M +$26.2K +396 +0.5%
BCB
227
Brian C. Broderick
$5.65M -$1.85K -28 -0%
RIM
228
Ranger International Management
Illinois
$5.62M -$59K -892 -1%
IHL
229
Investment House LLC
California
$5.61M -$591K -8,928 -10%
CCT
230
Country Club Trust
Missouri
$5.6M +$323K +4,883 +6%
JFL
231
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.55M +$8.87K +134 +0.2%
CCM
232
Causeway Capital Management
California
$5.51M +$951K +14,380 +22%
TD Asset Management
233
TD Asset Management
Ontario, Canada
$5.51M -$1.23M -18,610 -19%
MSA
234
Mason Street Advisors
Wisconsin
$5.47M +$5.26M +79,574 New
FBC
235
Fairfield, Bush & Co
Connecticut
$5.39M +$4.61M +69,682 +794%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$5.36M -$506K -7,650 -9%
CTA
237
Chesley Taft & Associates
Illinois
$5.3M -$10.3K -156 -0.2%
First Trust Advisors
238
First Trust Advisors
Illinois
$5.22M +$28.4K +430 +0.6%
GAM
239
Griffin Asset Management
New York
$5.2M -$63.5K -960 -1%
TCOV
240
Trust Company of Vermont
Vermont
$5.18M +$194K +2,928 +4%
IIM
241
Ipswich Investment Management
Massachusetts
$5.13M -$31.8K -481 -0.6%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$5.12M +$657K +9,933 +15%
ARMC
243
American Research & Management Company
Massachusetts
$5.06M -$22.2K -336 -0.5%
IT
244
Investors Trust
Texas
$5.02M -$1.29M -19,568 -21%
TRIM
245
Thompson Rubinstein Investment Management
Oregon
$5.01M -$4.5K -68 -0.1%
FA
246
FDx Advisors
Illinois
$4.94M -$60.5K -914 -1%
PSUF
247
People's United Financial
Connecticut
$4.91M +$378K +5,714 +9%
GCC
248
Guardian Capital (Canada)
Ontario, Canada
$4.89M +$3.96M +59,851 +531%
NB
249
NBT Bank
New York
$4.87M -$1.04M -15,663 -18%
HKIM
250
Hayek Kallen Investment Management
Alabama
$4.86M -$246K -3,722 -5%