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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 %
TBA
151
Tower Bridge Advisors
Pennsylvania
$10.1M +$10.1M +159,613 New
GE
152
General Electric
Ohio
$9.67M +$9.67M +152,634 New
SNC
153
Stifel Nicolaus & Co
Missouri
$9.55M +$9.55M +150,743 New
Wellington Management Group
154
Wellington Management Group
Massachusetts
$9.27M +$9.27M +146,341 New
OPCM
155
Osborne Partners Capital Management
California
$9.24M +$9.24M +145,850 New
LPL Financial
156
LPL Financial
California
$9.22M +$9.22M +145,553 New
SB
157
Suntrust Banks
Georgia
$9.22M +$9.22M +145,551 New
LIA
158
LS Investment Advisors
Michigan
$9.18M +$9.18M +144,857 New
AAM
159
Advisors Asset Management
Colorado
$9.12M +$9.12M +143,874 New
CRC
160
Curi RMB Capital
Illinois
$9.08M +$9.08M +143,251 New
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.07M +$9.07M +143,163 New
CGT
162
Capital Guardian Trust
California
$9.01M +$9.01M +142,174 New
PNC
163
Park National Corp
Ohio
$8.85M +$8.85M +139,723 New
WF
164
Welch & Forbes
Massachusetts
$8.84M +$8.84M +139,537 New
FTIOP
165
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.75M +$8.75M +138,163 New
FCI
166
Financial Counselors Inc
Kansas
$8.61M +$8.61M +135,893 New
BPBT
167
Boston Private Bank & Trust
Massachusetts
$8.61M +$8.61M +135,816 New
PP
168
Patten & Patten
Tennessee
$8.57M +$8.57M +135,174 New
ADMI
169
Albert D. Mason Inc
Massachusetts
$8.53M +$8.53M +134,651 New
HS
170
HighVista Strategies
Massachusetts
$8.4M +$8.4M +131,992 New
PIA
171
Philadelphia International Advisors
Pennsylvania
$8.32M +$8.32M +131,317 New
EWA
172
EP Wealth Advisors
California
$8.3M +$8.3M +130,935 New
TAM
173
Trillium Asset Management
Massachusetts
$8.02M +$8.02M +126,566 New
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$7.97M +$7.97M +125,833 New
Citigroup
175
Citigroup
New York
$7.96M +$7.96M +125,681 New
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