Capstone Investment Advisors
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Capstone Investment Advisors’s Biohaven BHVN Stock Holding History

Capstone Investment Advisors’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,620
Closed -$189K – 1616
2025
Q3 		$189K Sell
12,620
-835
-6% -$12.2K ﹤0.01% 1844
2025
Q2 		$190K Buy
+13,455
New +$240K ﹤0.01% 1533
2024
Q4 		– Sell
-5,000
Closed -$250K – 1846
2024
Q3 		$250K Buy
+5,000
New +$195K ﹤0.01% 1489
2024
Q2 		– Sell
-10,336
Closed -$565K – 2090
2024
Q1 		$565K Buy
10,336
+4,850
+88% +$240K ﹤0.01% 1488
2023
Q4 		$235K Buy
+5,486
New +$171K ﹤0.01% 1714

Other funds holding BHVN

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $242M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capstone Investment Advisors's BHVN Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Biohaven (BHVN) in Q4 2025, closing a stake of 12,620 shares — an estimated $189K sold.

Capstone Investment Advisors first reported a position in BHVN in Q4 2023 and held it in 5 quarters. The position peaked at $565K in Q1 2024. 273 funds tracked by Wall St. Rank hold BHVN as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Biohaven position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,620 Biohaven shares in Q4 2025, an estimated $189K.
  • Capstone Investment Advisors first reported a position in Biohaven in Q4 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's Biohaven position peaked at $565K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held Biohaven as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.