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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

28% more call options, than puts

Call options by funds: $102M | Put options by funds: $79.7M

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $16.9B → $18.7B (+$1.82B)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

0.03% less ownership

Funds ownership: 9.93%9.91% (-0.03%)

0% less funds holding

Funds holding: 763761 (-2)

4% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 294

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
Change in
Stake
IT
601
Independence Trust
Tennessee
$406K -$46.1K -697 -11%
Canada Life
602
Canada Life
Manitoba, Canada
$398K +$14.8K +224 +4%
Federated Hermes
603
Federated Hermes
Pennsylvania
$395K -$14.4M -217,177 -97%
CIC
604
Chilton Investment Company
Connecticut
$395K +$380K +5,743 New
DDPIC
605
Deroy & Devereaux Private Investment Counsel
Michigan
$394K
BP
606
Banyan Partners
Florida
$390K +$375K +5,674 New
WJA
607
Williams Jones & Associates
New York
$386K -$347K -5,246 -48%
ST
608
Semper Trust
Pennsylvania
$384K +$369K +5,580 New
SCM
609
SOL Capital Management
Maryland
$383K +$8.87K +134 +2%
BAM
610
Burnham Asset Management
New York
$378K
MWR
611
McAdams Wright Ragen
Washington
$375K +$4.04K +61 +1%
GHAM
612
Gilman Hill Asset Management
Connecticut
$364K -$111K -1,674 -24%
HIM
613
Hillsdale Investment Management
Ontario, Canada
$361K +$281K +4,241 +422%
FCM
614
Forester Capital Management
Illinois
$359K -$51.7K -782 -13%
GIA
615
Gateway Investment Advisers
Ohio
$359K
CC
616
Courier Capital
New York
$358K +$1.59K +24 +0.5%
SCA
617
Salient Capital Advisors
Texas
$357K -$33.5K -506 -9%
FB
618
Fulton Bank
Pennsylvania
$357K -$15.2K -229 -4%
HCC
619
Hirtle Callaghan & Co
Pennsylvania
$356K +$343K +5,183 New
SCA
620
SAC Capital Advisors
Connecticut
$355K +$341K +5,160 New
SNT
621
Security National Trust
West Virginia
$348K -$22.9K -346 -6%
OIA
622
Optimum Investment Advisors
Illinois
$348K +$335K +5,067 New
CHAM
623
Clear Harbor Asset Management
Connecticut
$347K
WA
624
WFG Advisors
Texas
$346K -$17.1K -259 -5%
HCMNY
625
Howard Capital Management (New York)
New York
$345K -$7.34K -111 -2%