Novartis
NVS
NVS
1,250 hedge funds and large institutions have $13.6B invested in Novartis in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 424 increasing their positions, 472 reducing their positions, and 92 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
9% less capital invested
Capital invested by funds: $15B → $13.6B (-$1.38B)
10% less repeat investments, than reductions
Existing positions increased: 424 | Existing positions reduced: 472
43% less funds holding in top 10
Funds holding in top 10: 14 → 8 (-6)
Holders
1,250
Holding in Top 10
8
Calls
$143M
Puts
$148M
Top Buyers
| 1 | +$125M | |
| 2 | +$65.4M | |
| 3 | +$64.4M | |
| 4 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$57.2M |
| 5 |
GAM
Groupama Asset Management
Paris,
France
|
+$38.4M |
Top Sellers
| 1 | -$670M | |
| 2 | -$78.5M | |
| 3 | -$71.1M | |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$56.2M |
| 5 |
Primecap Management
Pasadena,
California
|
-$47.2M |