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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 %
SCM
451
Stonebridge Capital Management
California
$1.03M +$1.03M +16,277 New
CIP
452
Convergence Investment Partners
Florida
$1.03M +$1.03M +16,174 New
PWP
453
Private Wealth Partners
California
$997K +$997K +15,736 New
TCOTO
454
Trust Company of the Ozarks
Missouri
$989K +$989K +15,598 New
NPF
455
Norris Perne & French
Michigan
$981K +$981K +15,495 New
HI
456
HBK Investments
Texas
$980K +$980K +15,474 New
TCOO
457
Trust Company of Oklahoma
Oklahoma
$980K +$980K +15,464 New
NAM
458
NorthCoast Asset Management
Connecticut
$976K +$976K +15,411 New
AIG
459
American International Group
New York
$976K +$976K +15,400 New
MCM
460
Murphy Capital Management
New Jersey
$971K +$971K +15,339 New
AAM
461
Azzad Asset Management
Virginia
$959K +$959K +13,946 New
Mirae Asset Global Investments
462
Mirae Asset Global Investments
South Korea
$955K +$955K +15,066 New
SCM
463
Shelton Capital Management
Colorado
$952K +$952K +15,018 New
ATC
464
Argent Trust Company
Louisiana
$950K +$950K +14,989 New
PIM
465
Penobscot Investment Management
Massachusetts
$947K +$947K +14,956 New
ECM
466
ETrade Capital Management
Virginia
$946K +$946K +14,929 New
FC
467
Fayerweather Charles
$943K +$943K +14,899 New
JMH
468
J.M. Hartwell
New York
$927K +$927K +14,623 New
First Eagle Investment Management
469
First Eagle Investment Management
New York
$923K +$923K +14,575 New
CT
470
Coastline Trust
Rhode Island
$920K +$920K +14,519 New
IAS
471
IMA Advisory Services
Colorado
$919K +$919K +14,502 New
WSCM
472
Wellington Shields Capital Management
New York
$915K +$915K +14,438 New
AIA
473
Avalon Investment & Advisory
Texas
$911K +$911K +14,377 New
BCMO
474
Buckingham Capital Management (Ohio)
Ohio
$911K +$911K +14,381 New
FNBT
475
FineMark National Bank & Trust
Florida
$911K +$911K +14,387 New
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