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Novartis

815 hedge funds and large institutions have $19.8B invested in Novartis in 2013 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 286 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+54
Holders Change %
+7.1%
% of All Funds
23.67%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
1.51%
New
107
Increased
286
Reduced
285
Closed
41
Calls
$182M
Puts
$134M
Net Calls
+$48M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC
151
Park National Corp
Ohio
$12.2M +$862K +11,969 +8%
KeyBank National Association
152
KeyBank National Association
Ohio
$12.1M -$1.85M -25,673 -13%
TSW
153
Thompson Siegel & Walmsley
Virginia
$12M -$41K -569 -0.3%
LPL Financial
154
LPL Financial
California
$11.9M +$611K +8,486 +5%
PSC
155
Prentiss Smith & Co
Vermont
$11.8M -$805K -11,178 -6%
FNBOO
156
First National Bank of Omaha
Nebraska
$11.8M +$27.7K +385 +0.2%
William Blair & Company
157
William Blair & Company
Illinois
$11.7M -$1.8M -25,006 -13%
NFA
158
Nationwide Fund Advisors
Ohio
$11.6M -$433K -6,010 -4%
TBA
159
Tower Bridge Advisors
Pennsylvania
$11.5M -$18.6K -258 -0.2%
AAM
160
Advisors Asset Management
Colorado
$11.1M +$226K +3,134 +2%
FTIOP
161
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.1M +$581K +8,071 +6%
OPCM
162
Osborne Partners Capital Management
California
$10.9M +$500K +6,939 +5%
Massachusetts Financial Services
163
Massachusetts Financial Services
Massachusetts
$10.8M -$115K -1,602 -1%
SB
164
Suntrust Banks
Georgia
$10.7M +$892K +12,382 +9%
BA
165
BlackRock Advisors
Delaware
$10.7M +$3.48M +48,323 +48%
GE
166
General Electric
Ohio
$10.6M -$77.9K -1,082 -0.7%
Citigroup
167
Citigroup
New York
$10.6M +$547K +7,596 +5%
EWA
168
EP Wealth Advisors
California
$10.1M +$296K +4,105 +3%
LWCFA
169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1M -$5.55K -77 -0.1%
Aristotle Capital Management
170
Aristotle Capital Management
California
$10M +$5.44M +75,577 +118%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$10M +$277K +3,839 +3%
WF
172
Welch & Forbes
Massachusetts
$9.9M -$109K -1,512 -1%
LIA
173
LS Investment Advisors
Michigan
$9.74M -$229K -3,180 -2%
BWP
174
Baldwin Wealth Partners
Massachusetts
$9.46M -$337K -4,676 -3%
CCI
175
Columbus Circle Investors
$9.42M -$10.6M -146,672 -53%