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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 %
GG
101
Gofen & Glossberg
Illinois
$21M 305,681 +4,767 +2%
DWA
102
Douglass Winthrop Advisors
New York
$20.8M 302,151 +7,683 +3%
US Bancorp
103
US Bancorp
Minnesota
$20.4M 296,799 -11,194 -4%
PIM
104
Perkins Investment Management
Illinois
$20.4M 296,343 -33,201 -10%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$20M 290,464 -765,653 -72%
FFA
106
First Foundation Advisors
California
$19.7M 287,318 +13,995 +5%
TGI
107
Tradewinds Global Investors
California
$19.4M 282,648 +65,792 +30%
EIA
108
Edgemoor Investment Advisors
Maryland
$19.4M 282,172 -2,400 -0.8%
CCI
109
Columbus Circle Investors
$19.1M 277,420 +190,214 +218%
GT
110
Glenmede Trust
Pennsylvania
$19.1M 277,260 -819 -0.3%
VanEck Associates
111
VanEck Associates
New York
$18.9M 275,468 -12,932 -4%
CFB
112
Cullen/Frost Bankers
Texas
$18.7M 271,995 +2,059 +0.8%
BCAM
113
Boston Common Asset Management
Massachusetts
$18.7M 271,559 -3,560 -1%
EVM
114
Eaton Vance Management
Massachusetts
$18.6M 271,314 -10,531 -4%
ST
115
Sabal Trust
Florida
$18.6M 270,887 +5,289 +2%
WSFS
116
Wilmington Savings Fund Society
Delaware
$18.5M 268,442 -2,280 -0.8%
O
117
OppenheimerFunds
New York
$17.8M 259,079 +56,531 +28%
TA
118
Teachers Advisors
New York
$17.4M 253,436 +141,107 +126%
WAM
119
World Asset Management
Michigan
$17.3M 251,463 -50,481 -17%
HSA
120
Hussman Strategic Advisors
Maryland
$17M 246,859 +2,567 +1%
NIM
121
Northeast Investment Management
Massachusetts
$16.8M 244,637 +3,720 +2%
DADC
122
D.A. Davidson & Co
Montana
$16.4M 239,045 +15,941 +7%
EWM
123
Evercore Wealth Management
New York
$16.2M 234,858 -2,886 -1%
Norges Bank
124
Norges Bank
Norway
$16.1M 234,639 – –
MIH
125
Madison Investment Holdings
Wisconsin
$15.9M 231,436 -4,191 -2%
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5
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