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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.

New
Increased
Maintained
Reduced
Closed
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
Loomis, Sayles & Company
Massachusetts
$154M
2
EAM
Edge Asset Management
Washington
$134M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$155M
4
Renaissance Technologies
Renaissance Technologies
New York
$32.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$105M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$148M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$20M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$459M
4
Invesco
Invesco
Georgia
$288M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
126
Dearborn Partners
Illinois
$15.7M +$848K +12,343 +6%
WT
127
Wilmington Trust
Delaware
$15.6M +$56.2K +817 +0.4%
PAS
128
Professional Advisory Services
Florida
$15.4M +$85.3K +1,241 +0.6%
CCM
129
Compass Capital Management
Minnesota
$14.4M +$311K +4,527 +2%
TCT
130
TIAA CREF Trust
Missouri
$13.4M +$513K +7,459 +4%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$13.3M +$1.82M +26,527 +16%
KeyBank National Association
132
KeyBank National Association
Ohio
$13.3M -$3.91M -56,867 -23%
Kayne Anderson Rudnick Investment Management
133
Kayne Anderson Rudnick Investment Management
California
$13.3M -$3.71K -54 -0%
Lord, Abbett & Co
134
Lord, Abbett & Co
New Jersey
$13.2M -$5.48M -79,669 -29%
William Blair & Company
135
William Blair & Company
Illinois
$12.8M -$4.18M -60,765 -25%
HighTower Advisors
136
HighTower Advisors
Illinois
$12.7M +$184K +2,682 +1%
FFIC
137
First Fiduciary Investment Counsel
Ohio
$12.6M +$211K +3,065 +2%
UBS AM
138
UBS AM
Illinois
$12.6M -$4.54K -66 -0%
GGI
139
Godsey & Gibb Inc
Virginia
$12.5M +$257K +3,733 +2%
MTC
140
McDaniel Terry & Co
Texas
$12.4M +$193K +2,806 +2%
NCM
141
Northroad Capital Management
New York
$12.4M -$575K -8,365 -4%
RMCM
142
Reynders McVeigh Capital Management
Massachusetts
$12.4M +$132K +1,919 +1%
PSC
143
Prentiss Smith & Co
Vermont
$12M +$5.87M +85,446 +96%
CTI
144
Community Trust & Investment
Kentucky
$11.9M +$3.64K +53 +0%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$11.9M -$256K -3,719 -2%
WG
146
Welch Group
Alabama
$11.9M +$291K +4,229 +3%
CCM
147
Cullen Capital Management
New York
$11.8M +$35.3K +513 +0.3%
Adage Capital Partners
148
Adage Capital Partners
Massachusetts
$11.5M +$11.5M +167,400 New
TSW
149
Thompson Siegel & Walmsley
Virginia
$11.5M -$17.3K -252 -0.2%
NFA
150
Nationwide Fund Advisors
Ohio
$11.5M +$11.5M +167,021 New
4 5
6
7 8