NVS icon

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 %
HCM
401
Hengehold Capital Management
Ohio
$1.55M +$1.55M +24,476 New
RJT
402
Raymond James Trust
Florida
$1.54M +$1.54M +24,294 New
GA
403
Geneva Advisors
Illinois
$1.54M +$1.54M +24,274 New
PTB
404
Pioneer Trust Bank
Oregon
$1.52M +$1.52M +23,967 New
Susquehanna International Group
405
Susquehanna International Group
Pennsylvania
$1.51M +$1.51M +23,843 New
SAM
406
Shamrock Asset Management
Texas
$1.5M +$1.5M +23,538 New
DA
407
Dillon & Associates
Michigan
$1.49M +$1.49M +23,387 New
WOC
408
West Oak Capital
California
$1.48M +$1.48M +23,341 New
SAS
409
Spectrum Advisory Services
Georgia
$1.47M +$1.47M +23,132 New
MFS
410
MSI Financial Services
Massachusetts
$1.46M +$1.46M +22,978 New
PPSG
411
Princeton Portfolio Strategies Group
New Jersey
$1.45M +$1.45M +22,884 New
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$1.44M +$1.44M +22,722 New
RHBC
413
R.H. Bluestein & Co
Michigan
$1.42M +$1.42M +22,432 New
COI
414
Connable Office Inc
Michigan
$1.42M +$1.42M +22,359 New
Cambridge Investment Research Advisors
415
Cambridge Investment Research Advisors
Iowa
$1.42M +$1.42M +22,370 New
BNP Paribas Asset Management
416
BNP Paribas Asset Management
France
$1.41M +$1.41M +22,292 New
HC
417
HHG & Company
Connecticut
$1.4M +$1.4M +22,072 New
V
418
Veritable
Delaware
$1.38M +$1.38M +21,779 New
CT
419
Cambridge Trust
Massachusetts
$1.36M +$1.36M +21,489 New
GT
420
Greenleaf Trust
Michigan
$1.36M +$1.36M +21,433 New
Ohio Public Employees Retirement System (OPERS)
421
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.34M +$1.34M +21,204 New
GC
422
Grace Capital
Massachusetts
$1.32M +$1.32M +20,858 New
AI
423
Atria Investments
North Carolina
$1.32M +$1.32M +20,818 New
KCG
424
Knight Capital Group
$1.32M +$1.32M +20,792 New
BB
425
Bell Bank
North Dakota
$1.3M +$1.3M +20,544 New
15 16
17
18 19