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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 %
PIM
476
Penobscot Investment Management
Massachusetts
$1M -$27.9K -406 -3%
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$984K +$87.1K +1,266 +10%
DCM
478
Dynamic Capital Management
Jersey
$979K +$242K +3,522 +33%
State Street
479
State Street
Massachusetts
$966K -$12.2K -178 -1%
AAM
480
Azzad Asset Management
Virginia
$959K
CASB
481
Cape Ann Savings Bank
Massachusetts
$956K -$4.61K -67 -0.5%
SIM
482
Sentry Investment Management
Wisconsin
$944K
AIA
483
Avalon Investment & Advisory
Texas
$940K -$48.3K -703 -5%
HI
484
HBK Investments
Texas
$936K -$127K -1,855 -12%
VCM
485
Violich Capital Management
California
$911K -$7.7K -112 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
486
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$904K +$904K +12,797 New
FBT
487
Founders Bank & Trust
Michigan
$894K +$9.01K +131 +1%
YIA
488
YHB Investment Advisors
Connecticut
$892K
CTC
489
Central Trust Company
Missouri
$888K -$21.1K -307 -2%
CIM
490
Calvert Investment Management
Maryland
$886K
CIP
491
Convergence Investment Partners
Florida
$882K -$230K -3,341 -21%
GVT
492
Genesee Valley Trust
New York
$882K -$68.4K -995 -7%
LIM
493
Leavell Investment Management
Alabama
$878K +$192K +2,790 +28%
MAM
494
Mizuho Asset Management
Japan
$874K
HGI
495
Hansberger Global Investors
Florida
$867K
GD
496
Grandfield & Dodd
New York
$864K -$78.7K -1,144 -8%
BOH
497
Bank of Hawaii
Hawaii
$863K +$44.1K +641 +5%
BCMO
498
Buckingham Capital Management (Ohio)
Ohio
$858K -$135K -1,953 -14%
PCM
499
Parsons Capital Management
Rhode Island
$855K +$9.35K +136 +1%
SCIA
500
Sanibel Captiva Investment Advisers
Illinois
$854K +$426K +6,204 +100%