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Bausch Health

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: 79 (+2)

5% more funds holding

Funds holding: 223234 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$312K -$6.49K -891 -2%
Point72 Asset Management
127
Point72 Asset Management
Connecticut
$299K +$272K +37,300 New
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$290K +$172K +23,600 +188%
AWS
129
Atria Wealth Solutions
New York
$254K +$8.74K +1,200 +4%
AM
130
AGF Management
Ontario, Canada
$252K +$229K +31,395 New
NC
131
NinePointTwo Capital
California
$250K
SOW
132
State of Wyoming
Wyoming
$245K +$38.9K +5,347 +21%
PA
133
Pinnacle Associates
New York
$237K -$728 -100 -0.3%
PAG
134
Private Advisor Group
New Jersey
$230K +$77.4K +10,625 +59%
MFG
135
Merit Financial Group
Georgia
$226K
Wolverine Trading
136
Wolverine Trading
Illinois
$222K -$67.8K -9,304 -25%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$213K -$139K -19,141 -42%
SMH
138
Sanders Morris Harris
Texas
$212K
IMCOOI
139
Investment Management Corp of Ontario (IMCO)
Canada
$207K +$188K +25,771 New
American Century Companies
140
American Century Companies
Missouri
$198K
Capstone Investment Advisors
141
Capstone Investment Advisors
New York
$195K +$177K +24,278 New
NIM
142
Nexus Investment Management
Ontario, Canada
$187K
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$183K +$7.54K +1,035 +5%
T
144
TOBAM
France
$179K -$1.64M -225,735 -91%
SFA
145
Sequoia Financial Advisors
Ohio
$162K
PAMP
146
Polar Asset Management Partners
Ontario, Canada
$160K
MAM
147
Marotta Asset Management
Virginia
$157K -$1.96K -269 -1%
NRD
148
Nebula Research & Development
New York
$155K -$240K -32,939 -63%
Osaic Holdings
149
Osaic Holdings
Arizona
$154K -$36.8K -5,053 -21%
BCM
150
Bayesian Capital Management
New York
$153K -$5.1K -700 -4%

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.