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Bausch Health
BHC

234 hedge funds and large institutions have $2.31B invested in Bausch Health in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

5% more funds holding

Funds holding: 223 → 234 (+11)

1.53% more ownership

Funds ownership: 77.56% → 79.09% (+1.5%)

1% less capital invested

Capital invested by funds: $2.33B → $2.31B (-$18.8M)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

57% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $202M

Holders
234
Holders Change
+11
Holders Change %
+4.93%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
41
Increased
51
Reduced
71
Closed
28
Calls
$86.7M
Puts
$202M
Net Calls
-$116M
Net Calls Change
-$92.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$59.4M
2
Morgan Stanley
Morgan Stanley
New York
+$27.3M
3
GAM
Goldentree Asset Management
New York
+$26.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$21.9M
5
CM
Crestline Management
Texas
+$14.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.1M
2
Nomura Holdings
Nomura Holdings
Japan
-$34.9M
3
SCM
Segantii Capital Management
Hong Kong
-$24.7M
4
MP
Mangrove Partners
Connecticut
-$14M
5
SCM
Soleus Capital Management
Connecticut
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
101
Two Sigma Advisers
New York
$636K -$60.5K -8,300 -9%
Axa
102
Axa
France
$595K – – –
NEI
103
Northwest & Ethical Investments
Ontario, Canada
$573K +$68.3K +9,381 +15%
SG Americas Securities
104
SG Americas Securities
New York
$555K +$504K +69,179 New
LPL Financial
105
LPL Financial
California
$550K -$88K -12,080 -15%
XSC
106
X-Square Capital
Puerto Rico
$542K -$95 -13 -0%
GF
107
Gabelli Funds
New York
$537K -$175K -24,000 -26%
Squarepoint
108
Squarepoint
New York
$493K +$448K +61,469 New
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$473K – – –
CSS
110
Cubist Systematic Strategies
Connecticut
$465K +$171K +23,521 +68%
LGA
111
Lebenthal Global Advisors
New York
$464K +$62.9K +8,633 +18%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$458K – – –
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$451K -$613K -84,158 -60%
BA
114
Bridgewater Associates
Connecticut
$445K -$254K -34,939 -39%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$439K -$359K -49,233 -47%
AllianceBernstein
116
AllianceBernstein
Tennessee
$429K +$16.8K +2,310 +5%
Acadian Asset Management
117
Acadian Asset Management
Massachusetts
$404K -$376K -51,557 -51%
Creative Planning
118
Creative Planning
Kansas
$384K -$97.2K -13,342 -22%
S
119
SignatureFD
Georgia
$378K -$2.37K -325 -0.7%
HHAA
120
Henry H. Armstrong Associates
Pennsylvania
$355K – – –
ACM
121
Academy Capital Management
Texas
$343K – – –
CM
122
CastleKnight Management
New York
$342K – – –
Stifel Financial
123
Stifel Financial
Missouri
$330K -$876K -120,238 -75%
RJA
124
Raymond James & Associates
Florida
$317K -$9.86K -1,353 -3%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$317K – – –
3 4
5
6 7

BHC Hedge Fund Activity: Q4 2023 in Review

234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bausch Health (BHC) for Q4 2023, worth a combined $2.31B — down 0.81% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BHC positions and 28 closed out — a net gain of 13 holders — while 51 added to existing stakes and 71 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $59.4M. The largest seller was Bank of Montreal, cutting an estimated $57.1M.

  • 234 institutional investors held Bausch Health (BHC) as of Q4 2023, up from 223 in Q3 2023.
  • Funds reported $2.31B of Bausch Health stock for Q4 2023, down 0.81% quarter-over-quarter.
  • 41 funds opened new Bausch Health positions in Q4 2023 and 28 closed out, a net change of +13 holders.
  • The largest Bausch Health buyer in Q4 2023 was Royal Bank of Canada, an estimated $59.4M added.
  • The largest Bausch Health seller in Q4 2023 was Bank of Montreal, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2023.