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Bausch Health

315 hedge funds and large institutions have $3.65B invested in Bausch Health in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

47% more capital invested

Capital invested by funds: $2.48B → $3.65B (+$1.16B)

9% more funds holding

Funds holding: 289315 (+26)

0.24% more ownership

Funds ownership: 49.98%50.21% (+0.24%)

17% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 94

34% less call options, than puts

Call options by funds: $717M | Put options by funds: $1.09B

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
315
Holders Change
+26
Holders Change %
+9%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
82
Increased
78
Reduced
94
Closed
53
Calls
$717M
Puts
$1.09B
Net Calls
-$376M
Net Calls Change
-$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$433M
VH
2
ValueAct Holdings
California
$374M
Renaissance Technologies
3
Renaissance Technologies
New York
$221M +$93.1M +5,870,689 +123%
Vanguard Group
4
Vanguard Group
Pennsylvania
$166M +$5.95M +375,426 +5%
MVP
5
Miller Value Partners
Florida
$140M -$2.14M -134,754 -2%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$127M +$30.6M +1,927,311 +47%
Morgan Stanley
7
Morgan Stanley
New York
$125M +$40.2M +2,535,143 +73%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$118M -$20.9M -1,317,500 -19%
Nomura Holdings
9
Nomura Holdings
Japan
$116M +$49.5M +3,120,145 +128%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$108M +$11.4M +721,890 +16%
O
11
OppenheimerFunds
New York
$85.5M -$5.81M -366,220 -8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$75M -$39.1M -2,466,495 -41%
Goldman Sachs
13
Goldman Sachs
New York
$71.3M -$8.86M -558,840 -14%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$71M -$4.6M -289,941 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$61M +$15.7M +989,620 +51%
ClearBridge Investments
16
ClearBridge Investments
New York
$60.6M -$14.6K -918 -0%
Deutsche Bank
17
Deutsche Bank
Germany
$59.2M -$3.84M -242,279 -8%
Two Sigma Investments
18
Two Sigma Investments
New York
$57.2M +$43.7M +2,753,652 New
Barclays
19
Barclays
United Kingdom
$39.3M +$881K +55,563 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$37.5M +$24.7M +1,558,500 +632%
Legal & General Group
21
Legal & General Group
United Kingdom
$33.6M +$382K +24,086 +2%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$30.8M +$8.39M +528,900 +56%
SG Americas Securities
23
SG Americas Securities
New York
$30M +$13.2M +831,493 +136%
Norges Bank
24
Norges Bank
Norway
$29.8M
Two Sigma Advisers
25
Two Sigma Advisers
New York
$29.7M +$22.3M +1,409,100 +7,294%

BHC Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bausch Health (BHC) for Q4 2017, worth a combined $3.65B — up 47% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BHC positions and 53 closed out — a net gain of 29 holders — while 78 added to existing stakes and 94 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $93.1M. The largest seller was Susquehanna International Group, cutting an estimated $86.7M.

  • 315 institutional investors held Bausch Health (BHC) as of Q4 2017, up from 289 in Q3 2017.
  • Funds reported $3.65B of Bausch Health stock for Q4 2017, up 47% quarter-over-quarter.
  • 82 funds opened new Bausch Health positions in Q4 2017 and 53 closed out, a net change of +29 holders.
  • The largest Bausch Health buyer in Q4 2017 was Renaissance Technologies, an estimated $93.1M added.
  • The largest Bausch Health seller in Q4 2017 was Susquehanna International Group, an estimated $86.7M sold.

Based on aggregated 13F filings for Q4 2017.