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Novartis
NVS

Overview Fund Activity

763 hedge funds and large institutions have $16.9B invested in Novartis in 2013 Q2 according to their latest regulatory filings, with 763 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+763
Holders Change %
–
% of All Funds
24.91%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
%
% of All Funds
1.76%
New
763
Increased
–
Reduced
–
Closed
–
Calls
$94.3M
Puts
$56.3M
Net Calls
+$38M
Net Calls Change
+$38M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Professional Advisory Services
Florida
$14.2M +$14.2M +223,475 New
DADC
127
D.A. Davidson & Co
Montana
$14.1M +$14.1M +223,104 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$14.1M +$14.1M +222,920 New
TGI
129
Tradewinds Global Investors
California
$13.7M +$13.7M +216,856 New
DP
130
Dearborn Partners
Illinois
$13.7M +$13.7M +215,679 New
CCM
131
Compass Capital Management
Minnesota
$13M +$13M +205,501 New
O
132
OppenheimerFunds
New York
$12.8M +$12.8M +202,548 New
Kayne Anderson Rudnick Investment Management
133
Kayne Anderson Rudnick Investment Management
California
$12.2M +$12.2M +193,036 New
NCM
134
Northroad Capital Management
New York
$12M +$12M +189,106 New
TCT
135
TIAA CREF Trust
Missouri
$11.9M +$11.9M +188,121 New
HighTower Advisors
136
HighTower Advisors
Illinois
$11.6M +$11.6M +181,690 New
UBS AM
137
UBS AM
Illinois
$11.6M +$11.6M +183,164 New
FFIC
138
First Fiduciary Investment Counsel
Ohio
$11.4M +$11.4M +180,080 New
RMCM
139
Reynders McVeigh Capital Management
Massachusetts
$11.3M +$11.3M +178,557 New
MTC
140
McDaniel Terry & Co
Texas
$11.3M +$11.3M +178,046 New
GGI
141
Godsey & Gibb Inc
Virginia
$11.3M +$11.3M +177,746 New
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$11.2M +$11.2M +177,048 New
CTI
143
Community Trust & Investment
Kentucky
$11M +$11M +173,469 New
CCM
144
Cullen Capital Management
New York
$10.8M +$10.8M +170,960 New
WG
145
Welch Group
Alabama
$10.7M +$10.7M +168,878 New
TSW
146
Thompson Siegel & Walmsley
Virginia
$10.6M +$10.6M +167,540 New
Massachusetts Financial Services
147
Massachusetts Financial Services
Massachusetts
$10.6M +$10.6M +167,325 New
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$10.6M +$10.6M +167,300 New
BWP
149
Baldwin Wealth Partners
Massachusetts
$10.4M +$10.4M +164,825 New
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$10.3M +$10.3M +161,982 New
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