Novartis
NVS
761 hedge funds and large institutions have $18.4B invested in Novartis in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 281 increasing their positions, 295 reducing their positions, and 47 closing their positions.
28% more call options, than puts
Call options by funds: $102M | Put options by funds: $79.7M
13% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 47
8% more capital invested
Capital invested by funds: $17B → $18.4B (+$1.34B)
2% more funds holding in top 10
Funds holding in top 10: 54 → 55 (+1)
0.05% less ownership
Funds ownership: 9.93% → 9.88% (-0.05%)
0% less funds holding
Funds holding: 763 → 761 (-2)
5% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$84.8M |
| 2 |
JP Morgan Chase
New York
|
+$45.1M |
| 3 |
Renaissance Technologies
New York
|
+$31.3M |
| 4 |
Bank of New York Mellon
New York
|
+$23.6M |
| 5 |
O
OppenheimerFunds
New York
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$142M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$50.7M |
| 3 |
Neuberger Berman Group
New York
|
-$47.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$46.3M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$40M |
NVS Hedge Fund Activity: Q3 2013 in Review
761 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Novartis (NVS) for Q3 2013, worth a combined $18.4B — up 7.9% from $17B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new NVS positions and 47 closed out — a net gain of 6 holders — while 281 added to existing stakes and 295 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $142M.
- 761 institutional investors held Novartis (NVS) as of Q3 2013, down from 763 in Q2 2013.
- Funds reported $18.4B of Novartis stock for Q3 2013, up 7.9% quarter-over-quarter.
- 53 funds opened new Novartis positions in Q3 2013 and 47 closed out, a net change of +6 holders.
- The largest Novartis buyer in Q3 2013 was Loomis, Sayles & Company, an estimated $84.8M added.
- The largest Novartis seller in Q3 2013 was Morgan Stanley, an estimated $142M sold.
Based on aggregated 13F filings for Q3 2013.