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Novartis

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMINC
401
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.85M +$7.35K +102 +0.4%
III
402
Independent Investors Inc
New York
$1.85M -$121K -1,674 -6%
HBT
403
Hills Bank & Trust
Iowa
$1.84M -$15.9K -221 -0.9%
MFS
404
MSI Financial Services
Massachusetts
$1.83M +$68.8K +955 +4%
PCTC
405
Perkins Coie Trust Company
Washington
$1.8M +$1.8M +25,010 New
KFP
406
Keystone Financial Planning
Ohio
$1.79M +$1.79M +24,881 New
GA
407
Geneva Advisors
Illinois
$1.78M +$34.1K +474 +2%
CCM
408
Cutler Capital Management
Massachusetts
$1.78M +$64.3K +893 +4%
1GA
409
1st Global Advisors
Texas
$1.74M -$333K -4,624 -16%
RJT
410
Raymond James Trust
Florida
$1.73M -$50.9K -706 -3%
WOC
411
West Oak Capital
California
$1.73M -$3.24K -45 -0.2%
TCOT
412
Trust Company of Toledo
Ohio
$1.72M +$89.4K +1,241 +5%
FNBT
413
FineMark National Bank & Trust
Florida
$1.71M +$453K +6,291 +36%
PTB
414
Pioneer Trust Bank
Oregon
$1.71M -$14.8K -206 -0.9%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$1.7M -$48.6K -674 -3%
CNB
416
City National Bank
California
$1.69M -$43K -597 -2%
AMM
417
American Money Management
California
$1.68M +$1.68M +23,380 New
HC
418
HHG & Company
Connecticut
$1.67M +$31.5K +438 +2%
SAS
419
Spectrum Advisory Services
Georgia
$1.64M -$14.1K -196 -0.9%
DA
420
Dillon & Associates
Michigan
$1.64M -$12K -167 -0.7%
GC
421
Grace Capital
Massachusetts
$1.63M +$39.4K +547 +2%
CP
422
Camelot Portfolios
Ohio
$1.6M +$101K +1,403 +7%
JIC
423
Johnson Investment Counsel
Ohio
$1.59M -$9K -125 -0.6%
V
424
Veritable
Delaware
$1.59M +$39K +541 +3%
BF
425
BOK Financial
Oklahoma
$1.57M -$81.5K -1,132 -5%