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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 %
PP
176
Patten & Patten
Tennessee
$9.09M -$200K -2,908 -2%
CRC
177
Curi RMB Capital
Illinois
$8.82M -$1.03M -14,987 -10%
KFS
178
Kurt F. Somerville
$8.52M +$33.7K +491 +0.4%
CSIC
179
Clifford Swan Investment Counsel
California
$8.52M -$77.9K -1,134 -0.9%
HBWM
180
Hollow Brook Wealth Management
New York
$8.37M -$77.9K -1,133 -0.9%
BCM
181
Buckhead Capital Management
Georgia
$8.16M +$344 +5 +0%
WT
182
Whittier Trust
California
$8.16M -$38.2K -555 -0.5%
PIA
183
Philadelphia International Advisors
Pennsylvania
$8.04M -$987K -14,357 -11%
FCI
184
Financial Counselors Inc
Kansas
$8.04M -$1.3M -18,985 -14%
GC
185
Gratry & Company
Ohio
$8.01M +$66K +960 +0.8%
EGA
186
Eagle Global Advisors
Texas
$7.96M -$427K -6,215 -5%
PFC
187
Phocas Financial Corp
California
$7.94M +$2.97M +43,201 +60%
SNC
188
Stifel Nicolaus & Co
Missouri
$7.91M -$2.45M -35,651 -24%
HTHT
189
Hemenway Trust Hemenway Trust
New Hampshire
$7.82M +$272K +3,960 +4%
VAM
190
Visium Asset Management
New York
$7.72M +$2.18M +31,772 +39%
CCA
191
Cobblestone Capital Advisors
New York
$7.59M +$285K +4,139 +4%
NC
192
Nicholas Company
Wisconsin
$7.55M – – –
CAG
193
Crestwood Advisors Group
Massachusetts
$7.51M +$248K +3,607 +3%
CFM
194
Country Fund Management
Illinois
$7.46M – – –
CAMI
195
Concord Asset Management (Illinois)
Illinois
$7.39M +$86.3K +1,255 +1%
SCM
196
Salem Capital Management
Massachusetts
$7.26M -$86.3K -1,255 -1%
MBE
197
Michael B. Elefante
$7.26M -$62.5K -910 -0.9%
MIS
198
Morningstar Investment Services
Illinois
$7.25M +$715K +10,511 +11%
M
199
MOTCO
Texas
$7.18M +$137K +1,998 +2%
JPMIA
200
J.P. Marvel Investment Advisors
Massachusetts
$6.98M -$2.34K -34 -0%
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