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Bausch Health

235 hedge funds and large institutions have $2.27B invested in Bausch Health in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $1.81B → $2.27B (+$466M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.45% less ownership

Funds ownership: 79.41%76.96% (-2.4%)

10% less funds holding

Funds holding: 262235 (-27)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

45% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 53

71% less call options, than puts

Call options by funds: $75.8M | Put options by funds: $266M

Holders
235
Holders Change
-27
Holders Change %
-10.31%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
29
Increased
53
Reduced
87
Closed
53
Calls
$75.8M
Puts
$266M
Net Calls
-$190M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$281M
PC
2
Paulson & Co
New York
$214M
Franklin Resources
3
Franklin Resources
California
$134M -$8.67M -1,079,955 -6%
GAM
4
Goldentree Asset Management
New York
$134M -$38.1M -4,750,711 -22%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$131M +$82M +10,218,253 +172%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$106M +$47.7K +5,935 +0%
Hudson Bay Capital Management
7
Hudson Bay Capital Management
Connecticut
$93.2M
Vanguard Group
8
Vanguard Group
Pennsylvania
$90.1M +$257K +31,962 +0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$81M +$40.1M +5,000,000 +100%
LCM
10
Laurion Capital Management
New York
$79.7M -$4.81M -599,469 -6%
N
11
Natixis
France
$64.7M -$62.8M -7,817,975 -49%
IG
12
ING Group
Netherlands
$61.1M -$10.2M -1,276,000 -14%
MMA
13
Mizuho Markets Americas
New York
$56.7M +$56.2M +7,000,000 New
MMC
14
Mizuho Markets Cayman
Cayman Islands
$56.7M +$56.2M +7,000,000 New
Morgan Stanley
15
Morgan Stanley
New York
$52M +$38.7M +4,821,431 +302%
MP
16
MFN Partners
Massachusetts
$48.6M
JFG
17
Jefferies Financial Group
New York
$43.3M +$35.7M +4,443,942 +490%
Nomura Holdings
18
Nomura Holdings
Japan
$42.9M -$52.4M -6,531,826 -55%
KKRC
19
Kohlberg Kravis Roberts & Co
New York
$42.4M
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$37.5M -$12.7M -1,581,395 -25%
UBS Group
21
UBS Group
Switzerland
$36.1M -$1.9M -236,376 -5%
Norges Bank
22
Norges Bank
Norway
$24.9M -$1.6M -199,078 -6%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$24.4M +$24.1M +2,998,749 +17,201%
SCM
24
Segantii Capital Management
Hong Kong
$20.3M -$16.1M -2,000,000 -44%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$19.6M +$10.8M +1,343,521 +124%

BHC Hedge Fund Activity: Q1 2023 in Review

235 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bausch Health (BHC) for Q1 2023, worth a combined $2.27B — up 26% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of BHC and 29 opened new positions — a net loss of 24 holders — while 87 trimmed existing stakes and 53 added.

The largest buyer was Bank of Montreal, adding an estimated $82M. The largest seller was Goldman Sachs, cutting an estimated $68.6M.

  • 235 institutional investors held Bausch Health (BHC) as of Q1 2023, down from 262 in Q4 2022.
  • Funds reported $2.27B of Bausch Health stock for Q1 2023, up 26% quarter-over-quarter.
  • 29 funds opened new Bausch Health positions in Q1 2023 and 53 closed out, a net change of -24 holders.
  • The largest Bausch Health buyer in Q1 2023 was Bank of Montreal, an estimated $82M added.
  • The largest Bausch Health seller in Q1 2023 was Goldman Sachs, an estimated $68.6M sold.

Based on aggregated 13F filings for Q1 2023.