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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
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 Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
151
First National Bank of Omaha
Nebraska
$11.2M -$1.57M -22,804 -12%
CGT
152
Capital Guardian Trust
California
$11.1M +$1.29M +18,703 +13%
TBA
153
Tower Bridge Advisors
Pennsylvania
$11M +$22.6K +329 +0.2%
PNC
154
Park National Corp
Ohio
$10.8M +$1.24M +17,971 +13%
BCM
155
Brookmont Capital Management
Texas
$10.6M +$4.19M +61,029 +66%
LPL Financial
156
LPL Financial
California
$10.6M +$749K +11,120 +8%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$10.4M -$1.08M -15,745 -9%
AAM
158
Advisors Asset Management
Colorado
$10.4M +$506K +7,356 +5%
GE
159
General Electric
Ohio
$10.2M -$309K -4,502 -3%
Wellington Management Group
160
Wellington Management Group
Massachusetts
$10M -$19.8K -288 -0.2%
FTIOP
161
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10M +$514K +7,483 +5%
BPBT
162
Boston Private Bank & Trust
Massachusetts
$10M +$673K +9,797 +7%
OPCM
163
Osborne Partners Capital Management
California
$9.91M -$120K -1,741 -1%
GC
164
Guggenheim Capital
Illinois
$9.7M +$1.11M +16,172 +13%
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.65M -$194K -2,820 -2%
Citigroup
166
Citigroup
New York
$9.58M +$936K +13,615 +11%
WF
167
Welch & Forbes
Massachusetts
$9.55M -$42K -611 -0.4%
LIA
168
LS Investment Advisors
Michigan
$9.51M -$445K -6,479 -4%
Deutsche Bank
169
Deutsche Bank
Germany
$9.51M +$4.5M +65,461 +90%
EWA
170
EP Wealth Advisors
California
$9.38M +$380K +5,528 +4%
SB
171
Suntrust Banks
Georgia
$9.37M -$636K -9,253 -6%
BWP
172
Baldwin Wealth Partners
Massachusetts
$9.35M -$1.98M -28,767 -17%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$9.31M +$664K +9,656 +8%
ADMI
174
Albert D. Mason Inc
Massachusetts
$9.2M -$59.5K -865 -0.6%
BFG
175
Beacon Financial Group
Texas
$9.19M +$9.19M +89,548 New
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