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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
951
$108K
952
$106K
953
$105K
954
$103K
955
$103K
956
$102K
957
$101K
958
$99K
959
$98K
960
$94K
961
$94K
962
$93K
963
$93K
964
$91K
965
$90K
966
$89K
967
$88K
968
$88K
969
$88K
970
$85K
971
$84K
972
$83K
973
$83K
974
$83K
975
$81K