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Novartis

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
676
Prio Wealth Limited Partnership
Massachusetts
$280K
BTNA
677
Bremer Trust National Association
Minnesota
$277K +$17.8K +246 +7%
SHA
678
Smith Hayes Advisers
Nebraska
$276K +$6.49K +90 +2%
WPP
679
Whalerock Point Partners
Rhode Island
$275K +$275K +3,822 New
OIA
680
Optimum Investment Advisors
Illinois
$274K -$90.8K -1,261 -25%
ACM
681
Azimuth Capital Management
Michigan
$273K
VFS
682
VSR Financial Services
Kansas
$272K +$5.75K +80 +2%
PAAMCP
683
Pacific Alternative Asset Management Company (PAAMCO)
California
$271K +$271K +3,765 New
KCM
684
Kornitzer Capital Management
Kansas
$269K -$23.1K -321 -8%
MBT
685
Monroe Bank & Trust
Michigan
$267K -$17.6K -245 -6%
MNBTD
686
Moody National Bank Trust Division
Texas
$265K
RCA
687
Rex Capital Advisors
Rhode Island
$263K
PFSC
688
Peoples Financial Services Corp
Pennsylvania
$259K +$259K +3,596 New
FC
689
Fairpointe Capital
Illinois
$257K
PP
690
Palladium Partners
Virginia
$255K
OC
691
Oakworth Capital
Alabama
$254K +$254K +3,524 New
CICI
692
Capital Investment Counsel Inc
North Carolina
$253K
PFM
693
Parsec Financial Management
North Carolina
$250K -$9.31K -129 -4%
VNA
694
VNBTrust National Association
Virginia
$250K +$3.24K +45 +1%
FBT
695
First Bankers Trust
Kentucky
$249K +$8.06K +112 +3%
N
696
Natixis
France
$244K
BA
697
Bridgewater Advisors
New York
$244K +$244K +3,393 New
MM
698
Midas Management
New York
$241K
KCM
699
Kanawha Capital Management
Virginia
$241K
SKK
700
Shepherd Kaplan Krochuk
Massachusetts
$241K