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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 %
TF
701
Tompkins Financial
New York
$99K
BOK
702
Bank of Kentucky
Kentucky
$99K
RC
703
Riversville Capital
Connecticut
$95K
S
704
SignatureFD
Georgia
$95K +$54.6K +792 +135%
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$87K +$87K +1,267 New
HPBT
706
High Point Bank & Trust
North Carolina
$83K +$2.54K +37 +3%
FI
707
FCM Investments
Texas
$79K
MS
708
Madison Scottsdale
Arizona
$77K -$154K -2,232 -67%
AAC
709
Asset Advisors Corp
Georgia
$77K +$50K +725 +185%
FWM
710
Focused Wealth Management
New York
$76K +$76K +1,113 New
PMFA
711
Plante Moran Financial Advisors
Michigan
$72K +$72K +1,043 New
WC
712
Whitnell & Co
Illinois
$69K -$3.85K -56 -5%
JIC
713
Joel Isaacson & Co
New York
$69K +$30.7K +446 +80%
WA
714
Waverly Advisors
Alabama
$67K +$67K +978 New
AA
715
AlphaMark Advisors
Kentucky
$65K
Acadian Asset Management
716
Acadian Asset Management
Massachusetts
$64K
MA
717
MCF Advisors
Kentucky
$64K +$2.84K +37 +5%
CAL
718
Capital Analysts LLC
Pennsylvania
$62.5K
LFR
719
Lehman Financial Resources
Pennsylvania
$61K +$61K +893 New
QAM
720
QCI Asset Management
New York
$60K +$3.08K +45 +5%
CIS
721
Capital International Sarl
California
$59K
RFA
722
Reilly Financial Advisors
California
$58K -$7.2K -106 -11%
TFMS
723
Trust & Fiduciary Management Services
Massachusetts
$56K
AF
724
Arrow Financial
New York
$54K
HF
725
Hoxton Financial
West Virginia
$51K -$6.4K -94 -11%