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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
976
$80K
977
$79K
978
$78K
979
$78K
980
$77K
981
$76K
982
$75K
983
$73.3K
984
$73K
985
$67K
986
$63K
987
$63K
988
$62K
989
$61K
990
$61K
991
$60K
992
$59K
993
$58K
994
$57K
995
$57K
996
$55K
997
$54K
998
$53K
999
$51K
1000
$50K