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Novartis

1,137 hedge funds and large institutions have $18.2B invested in Novartis in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 413 increasing their positions, 414 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

0% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 414

1% less funds holding

Funds holding: 1,1441,137 (-7)

1% less capital invested

Capital invested by funds: $18.5B → $18.2B (-$271M)

Holders
1,137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347M
Puts
$228M
Net Calls
Net Calls Change

Top Buyers

1 +$99.7M
2 +$88.7M
3 +$52.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$45.9M
5
CCM
Cullen Capital Management
New York
+$43.2M

Top Sellers

1 -$168M
2 -$118M
3 -$112M
4
UBS Group
UBS Group
Switzerland
-$87.9M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
401
$1.23M
402
$1.22M
403
$1.21M
404
$1.21M
405
$1.2M
406
$1.19M
407
$1.19M
408
$1.19M
409
$1.17M
410
$1.17M
411
$1.17M
412
$1.17M
413
$1.16M
414
$1.16M
415
$1.15M
416
$1.15M
417
$1.15M
418
$1.14M
419
$1.14M
420
$1.14M
421
$1.14M
422
$1.13M
423
$1.12M
424
$1.12M
425
$1.1M