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Novartis

847 hedge funds and large institutions have $22B invested in Novartis in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+17
Holders Change %
+2.05%
% of All Funds
24.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.67%
New
69
Increased
291
Reduced
342
Closed
48
Calls
$170M
Puts
$105M
Net Calls
+$65.2M
Net Calls Change
+$75.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HVIA
626
Hudson Valley Investment Advisors
New York
$437K -$147K -1,813 -25%
AIA
627
Alerus Investment Advisors
Minnesota
$435K -$94.7K -1,168 -18%
WA
628
WFG Advisors
Texas
$435K +$30.4K +375 +8%
VFS
629
VSR Financial Services
Kansas
$434K +$173K +2,139 +67%
SNT
630
Security National Trust
West Virginia
$425K -$4.55K -56 -1%
SCM
631
SOL Capital Management
Maryland
$423K
CC
632
Courier Capital
New York
$422K
RCAG
633
Rehmann Capital Advisory Group
Michigan
$417K +$39.2K +483 +10%
SM
634
Stratton Management
Pennsylvania
$414K +$27.2K +335 +7%
FFC
635
First Financial Corp
Indiana
$411K -$67.8K -837 -14%
CHAM
636
Clear Harbor Asset Management
Connecticut
$410K
RMDI
637
R.M. Davis Inc
Maine
$410K +$75.9K +936 +23%
TYCC
638
Texas Yale Capital Corp
Florida
$407K
Sanders Capital
639
Sanders Capital
Florida
$407K +$9.08K +112 +2%
CSS
640
Cubist Systematic Strategies
Connecticut
$406K +$406K +5,011 New
LA
641
Lau Associates
Delaware
$405K
AW
642
ACG Wealth
Georgia
$395K +$151K +1,857 +62%
1SB
643
1ST Source Bank
Indiana
$394K +$394K +4,850 New
LC
644
Lilley & Co
Michigan
$387K -$113K -1,387 -23%
CB
645
Chemical Bank
Michigan
$384K
CNBT
646
Canandaigua National Bank & Trust
New York
$384K
LBC
647
Lawrence B. Cohen
$381K
WB
648
WesBanco Bank
West Virginia
$379K +$56.6K +697 +18%
BFEC
649
Benjamin F. Edwards & Company
Missouri
$379K +$58.5K +722 +18%
MPI
650
Mairs & Power Inc
Minnesota
$372K