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Novartis
NVS

Overview Fund Activity

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.

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

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$154M
2
EAM
2
Edge Asset Management
Washington
$134M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$155M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$32.5M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$105M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$148M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$20M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$459M
4
Invesco
4
Invesco
Georgia
$288M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MC
51
Maverick Capital
Texas
$61.7M 897,374 +69,649 +8%
PPA
52
Parametric Portfolio Associates
Washington
$54.8M 797,742 +50,422 +7%
OCM
53
Osterweis Capital Management
California
$52.4M 753,685 +11,288 +2%
T
54
Thomaspartners
Massachusetts
$49.9M 726,221 +114,592 +19%
SJIC
55
St. James Investment Company
Texas
$49.8M 724,676 +3,338 +0.5%
First Manhattan
56
First Manhattan
New York
$49.8M 723,795 -4,609 -0.6%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$49.1M 714,270 -20,463 -3%
TCIM
58
TIAA CREF Investment Management
New York
$49M 713,458 +206,436 +41%
HP
59
Holowesko Partners
Bahamas
$47.7M 694,241 -129,367 -16%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$45.8M 666,475 -1,563 -0.2%
VKH
61
Virtu KCG Holdings
New York
$42.9M 624,174 +624,174 New
DCLA
62
Douglas C. Lane & Associates
New York
$42M 611,054 +2,595 +0.4%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$40.3M 586,812 +133,671 +29%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$40.2M 584,781 +47,600 +9%
MIP
65
Mondrian Investment Partners
United Kingdom
$38.5M 560,232 – –
TAM
66
Todd Asset Management
Kentucky
$38.4M 558,177 -32,095 -5%
BC
67
Bartlett & Co
Ohio
$37.9M 551,544 -7,368 -1%
B
68
Baird
Wisconsin
$37.9M 551,046 -15,077 -3%
BFS
69
Bradley Foster & Sargent
Connecticut
$35.3M 512,960 +7,681 +2%
RFC
70
Russell Frank Company
Washington
$35.1M 511,169 -80,343 -14%
Goldman Sachs
71
Goldman Sachs
New York
$34.8M 505,748 +77,792 +18%
FWIA
72
Fort Washington Investment Advisors
Ohio
$34.5M 501,672 +5,215 +1%
NPA
73
Nichols & Pratt Advisers
Massachusetts
$34.4M 501,148 -9,101 -2%
FC
74
Fiera Capital
New York
$33.9M 492,885 +163,360 +50%
TH
75
TCTC Holdings
Texas
$32.8M 477,695 +3,320 +0.7%
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