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Biohaven

176 hedge funds and large institutions have $910M invested in Biohaven in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

5.93% more ownership

Funds ownership: 91.63%97.56% (+5.9%)

5% more capital invested

Capital invested by funds: $868M → $910M (+$41.8M)

0% more funds holding

Funds holding: 176176 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $5.95M | Put options by funds: $9.35M

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
34
Increased
53
Reduced
45
Closed
34
Calls
$5.95M
Puts
$9.35M
Net Calls
-$3.39M
Net Calls Change
+$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
151
Lee Financial
Texas
$1.54K
SSB
152
Sandy Spring Bank
Maryland
$1.37K
CG
153
Cutler Group
California
$1K -$5.57K -350 -78%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1K -$16 -1 -1%
BTI
155
Blue Trust Inc
Georgia
$1K +$764 +48 New
WTC
156
WhitTier Trust Company
Nevada
$956 -$80 -5 -7%
AF
157
Allworth Financial
California
$888
EI
158
Ellevest Inc
New York
$847 +$987 +62 New
BAM
159
Belpointe Asset Management
Nevada
$669 +$780 +49 New
QCG
160
Quadrant Capital Group
Ohio
$574 -$271 -17 -29%
KFS
161
Kelly Financial Services
Massachusetts
$574
WT
162
Whittier Trust
California
$519 +$605 +38 New
ASN
163
Advisory Services Network
Georgia
$478
CA
164
Crewe Advisors
Utah
$205
PA
165
Parallel Advisors
California
$150 -$159 -10 -48%
SPIA
166
Steward Partners Investment Advisory
New York
$150
BIA
167
Bell Investment Advisors
California
$137
CWP
168
Concord Wealth Partners
Virginia
$137
JWA
169
JFS Wealth Advisors
Pennsylvania
$82
SC
170
Schubert & Co
Texas
$69
HIA
171
Harbor Investment Advisory
Maryland
$68
GWSG
172
GPS Wealth Strategies Group
Colorado
$68 +$80 +5 New
DI
173
Disciplined Investments
Oklahoma
$55
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$14
VFA
175
Values First Advisors
Tennessee
$5

BHVN Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Biohaven (BHVN) for Q1 2023, worth a combined $910M — up 4.8% from $868M a quarter earlier.

Fund positioning in BHVN was balanced in Q1 2023: 34 funds opened new positions, 34 closed out, 53 added to existing stakes and 45 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $23.7M. The largest seller was Marshall Wace, cutting an estimated $8.81M.

  • 176 institutional investors held Biohaven (BHVN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $910M of Biohaven stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 34 funds opened new Biohaven positions in Q1 2023 and 34 closed out, a net change of 0 holders.
  • The largest Biohaven buyer in Q1 2023 was Point72 Asset Management, an estimated $23.7M added.
  • The largest Biohaven seller in Q1 2023 was Marshall Wace, an estimated $8.81M sold.

Based on aggregated 13F filings for Q1 2023.