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Bausch Health

475 hedge funds and large institutions have $38.3B invested in Bausch Health in 2014 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 193 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 58

28% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 151

6.69% more ownership

Funds ownership: 83.65%90.34% (+6.7%)

5% more funds holding

Funds holding: 452475 (+23)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

8% more call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.07B

4% more capital invested

Capital invested by funds: $36.9B → $38.3B (+$1.45B)

Holders
475
Holders Change
+23
Holders Change %
+5.09%
% of All Funds
13.65%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.72%
New
84
Increased
193
Reduced
151
Closed
58
Calls
$1.17B
Puts
$1.07B
Net Calls
+$91.2M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
401
Stratton Management
Pennsylvania
$303K
YMRC
402
Yorktown Management & Research Company
Virginia
$290K
MIS
403
Morningstar Investment Services
Illinois
$280K
HH
404
Hilltop Holdings
Texas
$275K +$8.42K +66 +3%
KFS
405
KMS Financial Services
Washington
$273K +$25.3K +198 +10%
FHA
406
First Horizon Advisors
Tennessee
$269K +$127K +997 +77%
BC
407
Banced Corp
Illinois
$262K -$129K -1,013 -33%
Brown Advisory
408
Brown Advisory
Maryland
$259K +$27.9K +219 +12%
Twin Tree Management
409
Twin Tree Management
Texas
$255K +$258K +2,019 New
FBC
410
Fairfield, Bush & Co
Connecticut
$252K +$255K +2,000 New
NPC
411
National Planning Corporation
California
$243K -$48.5K -380 -16%
ASN
412
Advisory Services Network
Georgia
$227K +$27.9K +219 +14%
PCMI
413
Paradigm Capital Management Inc
New York
$224K
BONST
414
Bank of Nova Scotia Trust
Ontario, Canada
$215K -$6.51K -51 -3%
SAS
415
Spectrum Advisory Services
Georgia
$214K
KIA
416
KCM Investment Advisors
California
$206K +$208K +1,632 New
NERM
417
New England Research & Management
Illinois
$202K +$204K +1,600 New
JIM
418
Jupiter Investment Management
United Kingdom
$195K -$3.9M -30,566 -95%
EWM
419
Evercore Wealth Management
New York
$185K
OMCS
420
Old Mutual Customised Solutions
South Africa
$177K -$51K -400 -22%
CGT
421
Capital Guardian Trust
California
$175K
MIC
422
MU Investments Company
Japan
$162K +$159K +1,250 New
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$154K
TI
424
Turner Investments
Pennsylvania
$149K -$214K -1,680 -59%
BACM
425
Blue Arrow Capital Management
New York
$144K +$146K +1,142 New

BHC Hedge Fund Activity: Q2 2014 in Review

475 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Bausch Health (BHC) for Q2 2014, worth a combined $38.3B — up 3.9% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BHC positions and 58 closed out — a net gain of 26 holders — while 193 added to existing stakes and 151 trimmed.

The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $481M. The largest seller was Fidelity Investments, cutting an estimated $1.11B.

  • 475 institutional investors held Bausch Health (BHC) as of Q2 2014, up from 452 in Q1 2014.
  • Funds reported $38.3B of Bausch Health stock for Q2 2014, up 3.9% quarter-over-quarter.
  • 84 funds opened new Bausch Health positions in Q2 2014 and 58 closed out, a net change of +26 holders.
  • The largest Bausch Health buyer in Q2 2014 was Eagle Capital Management (New York), an estimated $481M added.
  • The largest Bausch Health seller in Q2 2014 was Fidelity Investments, an estimated $1.11B sold.

Based on aggregated 13F filings for Q2 2014.