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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
501
$791K
502
$788K
503
$788K
504
$784K
505
$783K
506
$781K
507
$775K
508
$773K
509
$770K
510
$770K
511
$767K
512
$763K
513
$760K
514
$760K
515
$759K
516
$758K
517
$754K
518
$750K
519
$748K
520
$743K
521
$741K
522
$733K
523
$728K
524
$726K
525
$726K