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Novartis
NVS

Overview Fund Activity

763 hedge funds and large institutions have $16.9B invested in Novartis in 2013 Q2 according to their latest regulatory filings, with 763 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+763
Holders Change %
–
% of All Funds
24.91%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
%
% of All Funds
1.76%
New
763
Increased
–
Reduced
–
Closed
–
Calls
$94.3M
Puts
$56.3M
Net Calls
+$38M
Net Calls Change
+$38M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oppenheimer & Co
New York
$3.83M +$3.83M +60,447 New
AAIM
277
American Assets Investment Management
California
$3.82M +$3.82M +60,219 New
CAM
278
Cubic Asset Management
Massachusetts
$3.8M +$3.8M +59,974 New
GHA
279
GW Henssler & Associates
Georgia
$3.77M +$3.77M +59,438 New
MJP
280
Michael J. Puzo
$3.73M +$3.73M +58,811 New
SOMRS
281
State of Michigan Retirement System
Michigan
$3.68M +$3.68M +58,032 New
CAM
282
Capstone Asset Management
Texas
$3.65M +$3.65M +57,675 New
SFPIA
283
Stevens First Principles Investment Advisors
California
$3.65M +$3.65M +57,630 New
CBU
284
CIBC Bank USA
Illinois
$3.64M +$3.64M +57,329 New
ZCM
285
Ziegler Capital Management
Illinois
$3.61M +$3.61M +56,963 New
BEAM
286
Baker Ellis Asset Management
Washington
$3.52M +$3.52M +55,480 New
Envestnet Asset Management
287
Envestnet Asset Management
Illinois
$3.49M +$3.49M +55,104 New
ABC
288
Associated Banc-Corp
Wisconsin
$3.49M +$3.49M +55,047 New
WIC
289
Woodmont Investment Counsel
Tennessee
$3.49M +$3.49M +54,996 New
BCM
290
Bourgeon Capital Management
Connecticut
$3.42M +$3.42M +53,925 New
NCMW
291
Northern Capital Management (Wisconsin)
Wisconsin
$3.35M +$3.35M +52,878 New
TC
292
Taylor Cottrill
New Hampshire
$3.34M +$3.34M +52,778 New
RW
293
Rand Wealth
Maryland
$3.31M +$3.31M +52,310 New
KIA
294
KCM Investment Advisors
California
$3.23M +$3.23M +50,911 New
CAM
295
Carret Asset Management
New York
$3.21M +$3.21M +50,595 New
JAM
296
Jolley Asset Management
North Carolina
$3.2M +$3.2M +50,551 New
GCM
297
Garland Capital Management
Washington
$3.2M +$3.2M +50,555 New
RNS
298
Robert N. Shapiro
$3.2M +$3.2M +50,515 New
WCM
299
Wallace Capital Management
Texas
$3.19M +$3.19M +50,282 New
WTNA
300
Wilmington Trust National Association
Delaware
$3.16M +$3.16M +49,856 New
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