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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
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
Shares
Change %
GHA
276
GW Henssler & Associates
Georgia
$4.06M -$29.7K -432 -0.7%
RNS
277
Robert N. Shapiro
$4.04M +$570K +8,296 +16%
ZCM
278
Ziegler Capital Management
Illinois
$3.99M +$74.8K +1,088 +2%
SOMRS
279
State of Michigan Retirement System
Michigan
$3.99M
AAIM
280
American Assets Investment Management
California
$3.97M -$169K -2,455 -4%
SFPIA
281
Stevens First Principles Investment Advisors
California
$3.96M
WTNA
282
Wilmington Trust National Association
Delaware
$3.9M +$469K +6,825 +14%
BCM
283
Bourgeon Capital Management
Connecticut
$3.81M +$99.7K +1,451 +3%
BEAM
284
Baker Ellis Asset Management
Washington
$3.79M -$24.7K -360 -0.6%
TNB
285
Thomasville National Bank
Georgia
$3.7M -$3.54M -51,468 -49%
WIC
286
Woodmont Investment Counsel
Tennessee
$3.7M -$78.6K -1,143 -2%
DCMM
287
DG Capital Management (Massachusetts)
Massachusetts
$3.69M -$653K -9,497 -15%
SSB
288
Sandy Spring Bank
Maryland
$3.66M -$3.1M -45,107 -46%
TC
289
Taylor Cottrill
New Hampshire
$3.66M +$32.6K +474 +0.9%
WB
290
Webster Bank
Connecticut
$3.65M -$4.54M -66,005 -55%
ABC
291
Associated Banc-Corp
Wisconsin
$3.58M -$201K -2,921 -5%
RW
292
Rand Wealth
Maryland
$3.56M -$41.1K -598 -1%
WCM
293
Wallace Capital Management
Texas
$3.53M +$72.5K +1,055 +2%
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$3.52M +$2.92M +42,423 +485%
GCM
295
Garland Capital Management
Washington
$3.45M -$23K -335 -0.7%
CAM
296
Carret Asset Management
New York
$3.44M -$34.5K -502 -1%
CIM
297
Confluence Investment Management
Missouri
$3.44M +$371K +5,400 +12%
BFO
298
Boston Family Office
Massachusetts
$3.42M +$1.65K +24 +0%
Fiera Capital (Canada)
299
Fiera Capital (Canada)
Quebec, Canada
$3.41M +$38.4K +558 +1%
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$3.41M +$76.5K +1,113 +2%