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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 %
Toronto Dominion Bank
526
Toronto Dominion Bank
Ontario, Canada
$742K -$37.6K -549 -5%
ST
527
Spinnaker Trust
Maine
$733K
OCG
528
Opus Capital Group
Ohio
$729K +$18.1K +264 +3%
LC
529
Lilley & Co
Michigan
$719K +$9.91K +144 +1%
EIM
530
Essex Investment Management
Massachusetts
$718K
PAMG
531
Patton Albertson Miller Group
Tennessee
$708K -$20.6K -300 -3%
HPC
532
HM Payson & Co
Maine
$708K +$3.57K +52 +0.5%
1IA
533
1834 Investment Advisors
Wisconsin
$697K -$102K -1,483 -13%
SAM
534
Silvercrest Asset Management
New York
$690K +$149K +2,165 +27%
CA
535
Cetera Advisors
Colorado
$686K +$150K +2,181 +28%
HFS
536
HL Financial Services
Kentucky
$672K -$23.7K -345 -3%
AAM
537
Aberdeen Asset Management
United Kingdom
$667K
DWT
538
Dorsey & Whitney Trust
South Dakota
$665K -$27.2K -396 -4%
FGP
539
Foyston, Gordon, & Payne
Ontario, Canada
$661K +$661K +9,619 New
MMLI
540
Massachusetts Mutual Life Insurance
Massachusetts
$660K +$274K +3,993 +71%
DC
541
Davenport & Co
Virginia
$653K -$88.2K -1,283 -12%
DSC
542
Duncker Streett & Co
Missouri
$648K
MAA
543
Mraz Amerine & Associates
California
$647K -$19.2K -279 -3%
FCCM
544
First City Capital Management
Georgia
$642K +$12.4K +181 +2%
BFA
545
BlackRock Fund Advisors
California
$622K -$332K -4,838 -35%
BAM
546
Burgundy Asset Management
Ontario, Canada
$618K
SFSIG
547
San Francisco Sentry Investment Group
California
$618K
BWAM
548
Boyd Watterson Asset Management
Ohio
$616K +$71.7K +1,042 +13%
Luther King Capital Management (LKCM)
549
Luther King Capital Management (LKCM)
Texas
$613K
HVIA
550
Hudson Valley Investment Advisors
New York
$598K +$38.3K +558 +7%