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Biohaven

218 hedge funds and large institutions have $3.1B invested in Biohaven in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $9.63M

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

94% more capital invested

Capital invested by funds: $1.6B → $3.1B (+$1.5B)

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

67% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 46

17% more funds holding

Funds holding: 187218 (+31)

0.27% more ownership

Funds ownership: 89.97%90.23% (+0.27%)

Holders
218
Holders Change
+31
Holders Change %
+16.58%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
58
Increased
77
Reduced
46
Closed
26
Calls
$31.3M
Puts
$9.63M
Net Calls
+$21.6M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$27.5M +$2.77M +89,146 +16%
AIP
27
ARS Investment Partners
New York
$27.1M +$299K +9,615 +2%
Charles Schwab
28
Charles Schwab
California
$22.2M +$2.7M +86,890 +20%
N
29
Nuveen
North Carolina
$20.5M +$733K +23,579 +5%
FTM
30
First Turn Management
California
$20.4M +$14.8M +477,314 New
UBS AM
31
UBS AM
Illinois
$18.8M +$1.39M +44,822 +11%
ClearBridge Investments
32
ClearBridge Investments
New York
$18.5M +$2.83K +91 +0%
Capital World Investors
33
Capital World Investors
California
$18M
EAM
34
Eventide Asset Management
Massachusetts
$17.2M +$12.5M +401,101 New
5VM
35
5AM Venture Management
California
$17.1M +$12.4M +399,972 New
Marshall Wace
36
Marshall Wace
United Kingdom
$16.6M -$26.2M -842,299 -68%
FLAM
37
First Light Asset Management
Minnesota
$16.4M +$11.9M +383,757 New
DCM
38
Driehaus Capital Management
Illinois
$16.1M +$10.4M +335,827 +852%
Two Sigma Investments
39
Two Sigma Investments
New York
$14.9M +$10.6M +339,961 +4,197%
American Century Companies
40
American Century Companies
Missouri
$14.3M -$5.45M -175,237 -34%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$14.2M +$9.62M +309,371 +1,315%
BW
42
Bison Wealth
Georgia
$14M -$1.03M -33,173 -9%
HRCM
43
Hood River Capital Management
Florida
$13.9M +$10.1M +324,201 New
TD Asset Management
44
TD Asset Management
Ontario, Canada
$11.8M +$2.03M +65,426 +31%
GTC
45
Ghost Tree Capital
New York
$11.8M +$8.55M +275,000 New
Rafferty Asset Management
46
Rafferty Asset Management
New York
$11.6M -$2.22M -71,284 -21%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$11.5M +$1.08M +34,823 +15%
Jennison Associates
48
Jennison Associates
New York
$11.4M +$8.28M +266,391 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.8M +$7.87M +253,000 New
Invesco
50
Invesco
Georgia
$10.7M +$7M +225,013 +891%

BHVN Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Biohaven (BHVN) for Q4 2023, worth a combined $3.1B — up 94% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHVN positions and 26 closed out — a net gain of 32 holders — while 77 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $47.3M. The largest seller was Fidelity Investments, cutting an estimated $41.4M.

  • 218 institutional investors held Biohaven (BHVN) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $3.1B of Biohaven stock for Q4 2023, up 94% quarter-over-quarter.
  • 58 funds opened new Biohaven positions in Q4 2023 and 26 closed out, a net change of +32 holders.
  • The largest Biohaven buyer in Q4 2023 was BlackRock, an estimated $47.3M added.
  • The largest Biohaven seller in Q4 2023 was Fidelity Investments, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2023.