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Novartis

1,141 hedge funds and large institutions have $16.9B invested in Novartis in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 348 increasing their positions, 447 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.25% less ownership

Funds ownership: 8.55%8.31% (-0.25%)

7% less capital invested

Capital invested by funds: $18.2B → $16.9B (-$1.33B)

22% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 447

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$322M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$265M
2 +$142M
3 +$40M
4
JP Morgan Chase
JP Morgan Chase
New York
+$37.6M
5
Capital World Investors
Capital World Investors
California
+$36.5M

Top Sellers

1 -$447M
2 -$154M
3 -$93.6M
4
Ameriprise
Ameriprise
Minnesota
-$64.8M
5
UBS Group
UBS Group
Switzerland
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$2.46M
277
$2.45M
278
$2.44M
279
$2.41M
280
$2.37M
281
$2.36M
282
$2.36M
283
$2.35M
284
$2.33M
285
$2.32M
286
$2.29M
287
$2.29M
288
$2.28M
289
$2.27M
290
$2.27M
291
$2.24M
292
$2.22M
293
$2.2M
294
$2.19M
295
$2.17M
296
$2.17M
297
$2.15M
298
$2.15M
299
$2.14M
300
$2.12M