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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 %
GA
426
GFS Advisors
Texas
$1.36M
FAAS
427
First Allied Advisory Services
California
$1.35M +$4.4K +64 +0.3%
MA
428
Montag & Associates
Georgia
$1.34M +$3.02K +44 +0.2%
ACM
429
Argentus Capital Management
Texas
$1.34M +$1.34M +19,475 New
OC
430
Oarsman Capital
Wisconsin
$1.34M +$30.3K +441 +2%
RBC
431
Ronald Blue & Co
Georgia
$1.33M +$1.22M +17,777 +1,145%
DRGI
432
del Rey Global Investors
California
$1.33M -$34.5K -502 -3%
CAM
433
Congress Asset Management
Massachusetts
$1.31M +$182K +2,645 +16%
HCA
434
Horan Capital Advisors
Ohio
$1.3M +$59.9K +871 +5%
SC
435
SouthState Corp
Florida
$1.3M +$341K +4,956 +35%
WA
436
WealthTrust Axiom
Pennsylvania
$1.3M -$11.5K -168 -0.9%
ECM
437
ETrade Capital Management
Virginia
$1.3M +$270K +3,934 +26%
SRC
438
Shufro Rose & Co
New York
$1.28M +$530K +7,711 +70%
Creative Planning
439
Creative Planning
Kansas
$1.28M +$479K +6,966 +60%
BT
440
Beacon Trust
New Jersey
$1.28M -$2.34K -34 -0.2%
JWBC
441
J.W. Burns & Co
New York
$1.26M +$16.2K +235 +1%
T. Rowe Price Associates
442
T. Rowe Price Associates
Maryland
$1.25M -$11.5K -167 -0.9%
FC
443
FIC Capital
New York
$1.25M
ONB
444
Old National Bancorp
Indiana
$1.24M +$14.6K +212 +1%
HC
445
Hawkins Capital
Texas
$1.23M
FNBT
446
FineMark National Bank & Trust
Florida
$1.2M +$213K +3,101 +22%
JFA
447
JNBA Financial Advisors
Minnesota
$1.2M -$4.61K -67 -0.4%
TCOO
448
Trust Company of Oklahoma
Oklahoma
$1.17M +$111K +1,617 +10%
CT
449
Coastline Trust
Rhode Island
$1.15M +$153K +2,221 +15%
PJSIMP
450
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.14M -$1.93K -28 -0.2%