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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
476
$902K
477
$897K
478
$895K
479
$893K
480
$890K
481
$890K
482
$890K
483
$886K
484
$883K
485
$872K
486
$871K
487
$870K
488
$867K
489
$866K
490
$865K
491
$865K
492
$859K
493
$853K
494
$852K
495
$845K
496
$843K
497
$842K
498
$838K
499
$837K
500
$835K