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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
326
$1.87M
327
$1.87M
328
$1.85M
329
$1.85M
330
$1.85M
331
$1.85M
332
$1.82M
333
$1.8M
334
$1.76M
335
$1.75M
336
$1.74M
337
$1.73M
338
$1.73M
339
$1.7M
340
$1.7M
341
$1.69M
342
$1.69M
343
$1.68M
344
$1.67M
345
$1.67M
346
$1.64M
347
$1.63M
348
$1.56M
349
$1.55M
350
$1.55M