We are live on ! Find out more
BHC icon

Bausch Health

556 hedge funds and large institutions have $57.6B invested in Bausch Health in 2015 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 54

41% more capital invested

Capital invested by funds: $40.9B → $57.6B (+$16.8B)

16% more funds holding in top 10

Funds holding in top 10: 7587 (+12)

12% more funds holding

Funds holding: 496556 (+60)

0.5% less ownership

Funds ownership: 84.97%84.48% (-0.5%)

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 217

45% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $2.22B

Holders
556
Holders Change
+60
Holders Change %
+12.1%
% of All Funds
14.82%
Holding in Top 10
87
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16%
% of All Funds
2.32%
New
118
Increased
162
Reduced
217
Closed
54
Calls
$1.23B
Puts
$2.22B
Net Calls
-$989M
Net Calls Change
-$726M
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Ruane, Cunniff & Goldfarb
New York
$6.77B -$43M -242,595 -0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4B +$405M +2,283,052 +13%
PSCM
3
Pershing Square Capital Management
New York
$3.87B +$3.45B +19,473,933 New
VH
4
ValueAct Holdings
California
$3.85B
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.32B -$46.8M -264,002 -2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$1.45B +$64.6M +364,300 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.22B -$19.4M -109,603 -2%
Barclays
8
Barclays
United Kingdom
$1.2B -$466M -2,624,770 -30%
BWA
9
Brave Warrior Advisors
New York
$1.17B -$44.3M -249,593 -4%
LPC
10
Lone Pine Capital
Connecticut
$1.11B -$476M -2,681,426 -32%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$964M -$119M -669,081 -12%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$896M +$20.9M +117,765 +3%
Viking Global Investors
13
Viking Global Investors
Connecticut
$806M -$890M -5,018,664 -55%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$789M +$36.8M +207,411 +6%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$751M -$23.5M -132,555 -3%
JSP
16
Jackson Square Partners
California
$720M +$643M +3,624,362 New
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$701M -$16.2M -91,495 -3%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$666M +$130M +730,914 +28%
Vanguard Group
19
Vanguard Group
Pennsylvania
$643M +$574M +3,236,883 New
Morgan Stanley
20
Morgan Stanley
New York
$642M -$46.2M -260,540 -7%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$614M +$244M +1,373,773 +80%
ClearBridge Investments
22
ClearBridge Investments
New York
$606M -$2.45M -13,790 -0.4%
IAM
23
Iridian Asset Management
Connecticut
$605M -$152M -858,795 -22%
BC
24
Brahman Capital
New York
$521M -$190M -1,070,995 -29%
Norges Bank
25
Norges Bank
Norway
$498M -$3.87M -21,821 -0.9%

BHC Hedge Fund Activity: Q1 2015 in Review

556 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Bausch Health (BHC) for Q1 2015, worth a combined $57.6B — up 41% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BHC positions and 54 closed out — a net gain of 64 holders — while 162 added to existing stakes and 217 trimmed.

The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $3.45B. The largest seller was Viking Global Investors, cutting an estimated $890M.

  • 556 institutional investors held Bausch Health (BHC) as of Q1 2015, up from 496 in Q4 2014.
  • Funds reported $57.6B of Bausch Health stock for Q1 2015, up 41% quarter-over-quarter.
  • 118 funds opened new Bausch Health positions in Q1 2015 and 54 closed out, a net change of +64 holders.
  • The largest Bausch Health buyer in Q1 2015 was Pershing Square Capital Management, an estimated $3.45B added.
  • The largest Bausch Health seller in Q1 2015 was Viking Global Investors, an estimated $890M sold.

Based on aggregated 13F filings for Q1 2015.