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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
NC
751
NewSquare Capital
Pennsylvania
$10K +$9.33K +141 New
JEW
752
Jamison Eaton & Wood
New Jersey
$8K +$7.48K +113 New
KIG
753
Kessler Investment Group
Indiana
$8K +$8.14K +123 New
HRIA
754
Haberer Registered Investment Advisor
Ohio
$7K +$6.62K +100 New
PFO
755
Pathstone Family Office
New Jersey
$5K -$2.85K -43 -37%
AA
756
Apriem Advisors
California
$4K
ST
757
Spot Trading
Illinois
$4K
CPS
758
Counsel Portfolio Services
Ontario, Canada
$2.17K +$220K +3,324 +12%
AFC
759
AFT Forsyth & Company
Florida
$2K
MIM
760
Macroview Investment Management
Maryland
$2K
EFS
761
Essex Financial Services
Connecticut
$1.14K -$83.2K -1,257 -7%
Two Sigma Investments
762
Two Sigma Investments
New York
-$30.8M -486,033 Closed
KWILP
763
Kiwi Wealth Investments Limited Partnership
New Zealand
-$18.5M -291,465 Closed
Capital Fund Management (CFM)
764
Capital Fund Management (CFM)
France
-$18M -271,735 Closed
HS
765
HighVista Strategies
Massachusetts
-$8.4M -131,992 Closed
Two Sigma Advisers
766
Two Sigma Advisers
New York
-$7.85M -123,851 Closed
GACM
767
Green Arrow Capital Management
New York
-$7.07M -111,600 Closed
CCIA
768
Campbell & Co Investment Adviser
Maryland
-$5.08M -80,256 Closed
OAM
769
Oxford Asset Management
United Kingdom
-$4.64M -73,217 Closed
Balyasny Asset Management
770
Balyasny Asset Management
Illinois
-$4.28M -67,518 Closed
SO
771
STRS Ohio
Ohio
-$4.1M -64,688 Closed
NAMP
772
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$3.93M -62,072 Closed
VF
773
Virtu Financial
New York
-$3.12M -49,175 Closed
DSA
774
Davis Selected Advisers
Arizona
-$2.34M -36,940 Closed
RCM
775
Riverhead Capital Management
Delaware
-$2.12M -33,480 Closed