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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
SEI Investments
126
SEI Investments
Pennsylvania
$630K +$457K +14,710 New
EFM
127
E Fund Management
China
$622K -$95.8K -3,080 -17%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$602K +$433K +13,907 New
Wellington Management Group
129
Wellington Management Group
Massachusetts
$593K +$431K +13,866 New
WRM
130
Weybosset Research & Management
Rhode Island
$584K +$46.6K +1,500 +12%
JC
131
JBF Capital
Colorado
$563K
SEC
132
Seven Eight Capital
New York
$561K +$408K +13,110 New
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$540K
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$535K +$389K +12,500 New
CIP
135
Chartwell Investment Partners
Pennsylvania
$504K -$397K -12,780 -52%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$486K +$76.9K +2,474 +28%
ProShare Advisors
137
ProShare Advisors
Maryland
$485K +$352K +11,324 New
Franklin Resources
138
Franklin Resources
California
$482K +$10.9K +349 +3%
LCM
139
Legato Capital Management
California
$469K +$341K +10,960 New
AQR Capital Management
140
AQR Capital Management
Connecticut
$438K +$318K +10,234 New
Federated Hermes
141
Federated Hermes
Pennsylvania
$424K +$308K +9,898 New
Creative Planning
142
Creative Planning
Kansas
$422K -$52.6K -1,690 -15%
VIM
143
VELA Investment Management
Ohio
$397K
Dimensional Fund Advisors
144
Dimensional Fund Advisors
Texas
$392K +$3.45K +111 +1%
SO
145
STRS Ohio
Ohio
$389K -$466K -15,000 -62%
II
146
Inspire Investing
Idaho
$386K -$80.2K -2,580 -22%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$384K -$11.2K -360 -4%
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$368K -$20.7K -666 -7%
ET
149
Entropy Technologies
New York
$363K +$264K +8,492 New
RJFSA
150
Raymond James Financial Services Advisors
Florida
$363K +$264K +8,473 New

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.