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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
551
$660K
552
$656K
553
$654K
554
$653K
555
$652K
556
$651K
557
$649K
558
$648K
559
$645K
560
$631K
561
$631K
562
$627K
563
$621K
564
$618K
565
$605K
566
$601K
567
$600K
568
$598K
569
$594K
570
$590K
571
$590K
572
$589K
573
$587K
574
$584K
575
$574K