We are live on ! Find out more
NVS icon

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
GG
101
Gofen & Glossberg
Illinois
$21M +$315K +4,767 +2%
DWA
102
Douglass Winthrop Advisors
New York
$20.8M +$508K +7,683 +3%
US Bancorp
103
US Bancorp
Minnesota
$20.4M -$741K -11,194 -4%
PIM
104
Perkins Investment Management
Illinois
$20.4M -$2.2M -33,201 -10%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$20M -$50.7M -765,653 -72%
FFA
106
First Foundation Advisors
California
$19.7M +$926K +13,995 +5%
TGI
107
Tradewinds Global Investors
California
$19.4M +$4.35M +65,792 +30%
EIA
108
Edgemoor Investment Advisors
Maryland
$19.4M -$159K -2,400 -0.8%
CCI
109
Columbus Circle Investors
$19.1M +$12.6M +190,214 +218%
GT
110
Glenmede Trust
Pennsylvania
$19.1M -$54.2K -819 -0.3%
VanEck Associates
111
VanEck Associates
New York
$18.9M -$856K -12,932 -4%
CFB
112
Cullen/Frost Bankers
Texas
$18.7M +$136K +2,059 +0.8%
BCAM
113
Boston Common Asset Management
Massachusetts
$18.7M -$236K -3,560 -1%
EVM
114
Eaton Vance Management
Massachusetts
$18.6M -$697K -10,531 -4%
ST
115
Sabal Trust
Florida
$18.6M +$350K +5,289 +2%
WSFS
116
Wilmington Savings Fund Society
Delaware
$18.5M -$151K -2,280 -0.8%
O
117
OppenheimerFunds
New York
$17.8M +$3.74M +56,531 +28%
TA
118
Teachers Advisors
New York
$17.4M +$9.34M +141,107 +126%
WAM
119
World Asset Management
Michigan
$17.3M -$3.34M -50,481 -17%
HSA
120
Hussman Strategic Advisors
Maryland
$17M +$170K +2,567 +1%
NIM
121
Northeast Investment Management
Massachusetts
$16.8M +$246K +3,720 +2%
DADC
122
D.A. Davidson & Co
Montana
$16.4M +$1.05M +15,941 +7%
EWM
123
Evercore Wealth Management
New York
$16.1M -$191K -2,886 -1%
Norges Bank
124
Norges Bank
Norway
$16.1M
MIH
125
Madison Investment Holdings
Wisconsin
$15.9M -$277K -4,191 -2%