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Novartis

1,136 hedge funds and large institutions have $18.2B invested in Novartis in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 413 increasing their positions, 414 reducing their positions, and 88 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: 1,1461,136 (-10)

1% less capital invested

Capital invested by funds: $18.5B → $18.2B (-$272M)

Holders
1,136
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 +$98.4M
2 +$87.5M
3 +$51.4M
4
Marshall Wace
Marshall Wace
United Kingdom
+$45.3M
5
CCM
Cullen Capital Management
New York
+$42.7M

Top Sellers

1 -$165M
2 -$116M
3 -$112M
4
UBS Group
UBS Group
Switzerland
-$86.7M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
926
$164K
927
$163K
928
$160K
929
$160K
930
$149K
931
$146K
932
$146K
933
$141K
934
$141K
935
$135K
936
$132K
937
$130K
938
$127K
939
$125K
940
$124K
941
$123K
942
$122K
943
$122K
944
$120K
945
$119K
946
$114K
947
$111K
948
$110K
949
$109K
950
$108K