Wellington Management Group
BHVN icon

Wellington Management Group’s Biohaven BHVN Stock Holding History

Wellington Management Group’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
-39,795
Closed -$597K – 1937
2025
Q3 		$597K Buy
39,795
+2,336
+6% +$34K ﹤0.01% 1859
2025
Q2 		$529K Sell
37,459
-765,272
-95% -$13.6M ﹤0.01% 1815
2025
Q1 		$19.3M Buy
802,731
+168,676
+27% +$5.95M ﹤0.01% 964
2024
Q4 		$23.7M Buy
634,055
+390,888
+161% +$18.2M ﹤0.01% 921
2024
Q3 		$12.2M Buy
243,167
+208,472
+601% +$8.11M ﹤0.01% 1111
2024
Q2 		$1.2M Buy
34,695
+6,418
+23% +$254K ﹤0.01% 1632
2024
Q1 		$1.55M Buy
28,277
+14,411
+104% +$714K ﹤0.01% 1581
2023
Q4 		$593K Buy
+13,866
New +$431K ﹤0.01% 1711

Other funds holding BHVN

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 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 $173M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group's BHVN Position: Q4 2025 in Review

Wellington Management Group sold out of Biohaven (BHVN) in Q4 2025, closing a stake of 39,795 shares — an estimated $597K sold.

Wellington Management Group first reported a position in BHVN in Q4 2023 and held it in 8 quarters. The position peaked at $23.7M in Q4 2024. 272 funds tracked by Wall St. Rank hold BHVN as of Q4 2025.

  • Wellington Management Group reported no remaining Biohaven position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 39,795 Biohaven shares in Q4 2025, an estimated $597K.
  • Wellington Management Group first reported a position in Biohaven in Q4 2023 and held it in 8 quarters.
  • Wellington Management Group's Biohaven position peaked at $23.7M in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Biohaven as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.