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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 %
FBB
326
Fulton Breakefield Broenniman
Maryland
$2.5M +$2.5M +39,487 New
CB
327
Commerce Bank
Missouri
$2.5M +$2.5M +39,464 New
RC
328
Roundview Capital
New Jersey
$2.5M +$2.5M +39,447 New
BHWM
329
Bar Harbor Wealth Management
New Hampshire
$2.47M +$2.47M +39,025 New
SSIA
330
Spero-Smith Investment Advisers
Ohio
$2.45M +$2.45M +38,724 New
CNB
331
City National Bank
California
$2.39M +$2.39M +37,789 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$2.38M +$2.38M +37,587 New
MSS
333
Mitchell Sinkler & Starr
Pennsylvania
$2.38M +$2.38M +37,548 New
ANI
334
American National Insurance
Texas
$2.38M +$2.38M +37,498 New
M&T Bank
335
M&T Bank
New York
$2.36M +$2.36M +37,222 New
DSA
336
Davis Selected Advisers
Arizona
$2.34M +$2.34M +36,940 New
BIC
337
Beach Investment Counsel
Pennsylvania
$2.33M +$2.33M +36,754 New
KB
338
Kimelman & Baird
New York
$2.33M +$2.33M +36,716 New
AllianceBernstein
339
AllianceBernstein
Tennessee
$2.3M +$2.3M +36,363 New
DIA
340
Denver Investment Advisors
Colorado
$2.28M +$2.28M +36,055 New
DD
341
Dominick & Dominick
New York
$2.27M +$2.27M +35,789 New
CIP
342
Chartwell Investment Partners
Pennsylvania
$2.24M +$2.24M +35,275 New
SC
343
Scotia Capital
Ontario, Canada
$2.23M +$2.23M +35,171 New
CONA
344
Capital One National Association
New York
$2.22M +$2.22M +35,037 New
SC
345
StellarOne Corp
Virginia
$2.19M +$2.19M +34,567 New
KBG
346
Kahn Brothers Group
New York
$2.15M +$2.15M +33,891 New
PAIM
347
Punch & Associates Investment Management
Minnesota
$2.15M +$2.15M +33,863 New
WCF
348
West Coast Financial
California
$2.14M +$2.14M +33,694 New
RCM
349
Riverhead Capital Management
Delaware
$2.12M +$2.12M +33,480 New
Aristotle Capital Management
350
Aristotle Capital Management
California
$2.12M +$2.12M +33,428 New
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