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Bausch Health

324 hedge funds and large institutions have $3.58B invested in Bausch Health in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

32% more call options, than puts

Call options by funds: $180M | Put options by funds: $136M

7% more funds holding

Funds holding: 303324 (+21)

1% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 102

1.64% less ownership

Funds ownership: 65.99%64.35% (-1.6%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

17% less capital invested

Capital invested by funds: $4.29B → $3.58B (-$708M)

Holders
324
Holders Change
+21
Holders Change %
+6.93%
% of All Funds
6.54%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.24%
New
60
Increased
101
Reduced
102
Closed
37
Calls
$180M
Puts
$136M
Net Calls
+$43.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$402M
VH
2
ValueAct Holdings
California
$279M
GCM
3
Glenview Capital Management
New York
$232M -$11.8M -686,420 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$168M +$35.1M +2,038,156 +23%
Vanguard Group
5
Vanguard Group
Pennsylvania
$142M -$1.16M -67,115 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$118M -$11M -640,353 -8%
GAM
7
Goldentree Asset Management
New York
$111M -$12.6M -730,224 -9%
KKRC
8
Kohlberg Kravis Roberts & Co
New York
$81.4M
PIP
9
Permian Investment Partners
Texas
$80M +$13.3M +775,000 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$76.2M +$25.2M +1,465,370 +43%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$71.8M +$511K +29,678 +0.6%
Norges Bank
12
Norges Bank
Norway
$70.6M +$349K +20,279 +0.6%
CCM
13
Camber Capital Management
Massachusetts
$69.9M +$77.5M +4,500,000 New
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$62.5M +$13.2M +767,282 +34%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$59.5M +$41.8M +2,426,392 +173%
Renaissance Technologies
16
Renaissance Technologies
New York
$56.7M -$79.8M -4,634,589 -56%
GCC
17
Guardian Capital (Canada)
Ontario, Canada
$56.6M +$10.1M +585,600 +19%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.4M -$30.4M -1,762,793 -33%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$55.8M -$1.83M -106,517 -3%
MVP
20
Miller Value Partners
Florida
$53M +$4.37M +253,490 +8%
RCM
21
Redwood Capital Management
New York
$50.5M
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.8M +$7.02M +407,714 +22%
CCA
23
Canyon Capital Advisors
Texas
$46.7M +$51.8M +3,005,156 New
Bank of America
24
Bank of America
North Carolina
$45.1M +$36.1M +2,094,187 +260%
Citadel Advisors
25
Citadel Advisors
Florida
$38.5M +$36.6M +2,127,333 +609%

BHC Hedge Fund Activity: Q3 2020 in Review

324 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bausch Health (BHC) for Q3 2020, worth a combined $3.58B — down 17% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BHC positions and 37 closed out — a net gain of 23 holders — while 101 added to existing stakes and 102 trimmed.

The largest buyer was Camber Capital Management, opening a new position worth an estimated $77.5M. The largest seller was Fidelity International, cutting an estimated $295M.

  • 324 institutional investors held Bausch Health (BHC) as of Q3 2020, up from 303 in Q2 2020.
  • Funds reported $3.58B of Bausch Health stock for Q3 2020, down 17% quarter-over-quarter.
  • 60 funds opened new Bausch Health positions in Q3 2020 and 37 closed out, a net change of +23 holders.
  • The largest Bausch Health buyer in Q3 2020 was Camber Capital Management, an estimated $77.5M added.
  • The largest Bausch Health seller in Q3 2020 was Fidelity International, an estimated $295M sold.

Based on aggregated 13F filings for Q3 2020.