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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 Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$32.5M +$32.5M +473,407 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$32.2M -$4.27M -62,154 -12%
NTCOC
78
Northern Trust Company of Connecticut
Connecticut
$31.6M +$4.39M +63,935 +16%
TAM
79
Tocqueville Asset Management
New York
$31.5M -$194K -2,818 -0.6%
ACM
80
Atlanta Capital Management
Georgia
$30.3M -$145K -2,112 -0.5%
NA
81
Navellier & Associates
Nevada
$29.9M -$636K -9,249 -2%
AG
82
Aperio Group
California
$29.7M +$5.24M +76,184 +21%
BHC
83
Bowen Hanes & Co
Florida
$29.5M -$930K -13,526 -3%
GF
84
Gabelli Funds
New York
$29.2M -$552K -8,035 -2%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$28.8M +$671K +9,758 +2%
MNA
86
Manning & Napier Advisors
New York
$28.4M +$334K +4,853 +1%
Truist Financial
87
Truist Financial
North Carolina
$28M +$685K +9,959 +3%
WA
88
Wasatch Advisors
Utah
$27.8M – – –
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$27.7M -$1.76M -25,668 -6%
AWCI
90
Alpine Woods Capital Investors
New York
$26.5M -$3.42M -49,774 -11%
IGIM
91
I.G. Investment Management
Manitoba, Canada
$25.8M -$23.6M -343,282 -48%
BIM
92
BlackRock Investment Management
Delaware
$25.5M +$4.43M +64,461 +21%
RJA
93
Raymond James & Associates
Florida
$25.2M +$1.07M +15,601 +4%
SAM
94
Sentinel Asset Management
Vermont
$24.8M – – –
PHS
95
Pekin Hardy Strauss
Illinois
$24.3M -$2.07M -30,048 -8%
PI
96
Placemark Investments
Illinois
$23.7M +$1.14M +16,653 +5%
STC
97
SEI Trust Company
Pennsylvania
$23.6M +$257K +3,740 +1%
Comerica Bank
98
Comerica Bank
Texas
$23.2M +$1.52M +22,116 +7%
TBC
99
Tweedy, Browne Co
Connecticut
$22.7M -$61.7K -898 -0.3%
MCC
100
Mid Continent Capital
Illinois
$21.5M +$1.89M +27,426 +10%
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