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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
626
$480K
627
$479K
628
$478K
629
$478K
630
$477K
631
$476K
632
$475K
633
$475K
634
$475K
635
$469K
636
$466K
637
$466K
638
$465K
639
$463K
640
$462K
641
$462K
642
$460K
643
$458K
644
$457K
645
$455K
646
$455K
647
$455K
648
$453K
649
$451K
650
$451K