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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
801
$281K
802
$281K
803
$279K
804
$279K
805
$279K
806
$278K
807
$277K
808
$276K
809
$276K
810
$276K
811
$275K
812
$274K
813
$274K
814
$273K
815
$273K
816
$270K
817
$270K
818
$269K
819
$269K
820
$267K
821
$266K
822
$266K
823
$265K
824
$264K
825
$264K