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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 %
AHS
526
Aspiriant Holdings S3
California
$704K +$704K +11,115 New
WIL
527
Winifred I. Li
$694K +$694K +10,947 New
SRC
528
Shufro Rose & Co
New York
$694K +$694K +10,954 New
WJA
529
Williams Jones & Associates
New York
$688K +$688K +10,859 New
IC
530
Inverness Counsel
New York
$685K +$685K +10,805 New
DC
531
Davenport & Co
Virginia
$683K +$683K +10,778 New
DCM
532
Dynamic Capital Management
Jersey
$679K +$679K +10,714 New
GLA
533
Great Lakes Advisors
Illinois
$677K +$677K +10,682 New
ST
534
Spinnaker Trust
Maine
$676K +$676K +10,668 New
PAMG
535
Patton Albertson Miller Group
Tennessee
$671K +$671K +10,596 New
EIM
536
Essex Investment Management
Massachusetts
$662K +$662K +10,449 New
OCG
537
Opus Capital Group
Ohio
$656K +$656K +10,345 New
LC
538
Lilley & Co
Michigan
$653K +$653K +10,304 New
MBT
539
Monroe Bank & Trust
Michigan
$652K +$652K +10,282 New
HPC
540
HM Payson & Co
Maine
$650K +$650K +10,255 New
HFS
541
HL Financial Services
Kentucky
$642K +$642K +10,127 New
DWT
542
Dorsey & Whitney Trust
South Dakota
$638K +$638K +10,077 New
LIM
543
Leavell Investment Management
Alabama
$632K +$632K +9,978 New
SAM
544
Sectoral Asset Management
Quebec, Canada
$615K +$615K +9,709 New
AAM
545
Aberdeen Asset Management
United Kingdom
$615K +$615K +9,709 New
MAA
546
Mraz Amerine & Associates
California
$614K +$614K +9,691 New
JC
547
Jacobs & Co
California
$613K +$613K +9,687 New
NPC
548
National Planning Corporation
California
$612K +$612K +9,669 New
RRWJ
549
R. Robert Woodburn Jr
$606K +$606K +9,559 New
DSC
550
Duncker Streett & Co
Missouri
$597K +$597K +9,421 New
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