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Biohaven

188 hedge funds and large institutions have $1.44B invested in Biohaven in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

58% more capital invested

Capital invested by funds: $910M → $1.44B (+$532M)

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

7% more funds holding

Funds holding: 176188 (+12)

8.99% less ownership

Funds ownership: 97.56%88.57% (-9%)

12% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $25.6M

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

Holders
188
Holders Change
+12
Holders Change %
+6.82%
% of All Funds
2.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
48
Reduced
65
Closed
24
Calls
$22.4M
Puts
$25.6M
Net Calls
-$3.18M
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
151
New England Capital Financial Advisors
Connecticut
$23.9K -$293K -17,000 -94%
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$23.9K
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$19.7K +$3.24K +188 +30%
AAM
154
Advisors Asset Management
Colorado
$18.2K -$18.9K -1,098 -59%
LC
155
Lindbrook Capital
California
$15.1K
C
156
Covestor
United Kingdom
$15K -$69 -4 -0.6%
PMFA
157
Plante Moran Financial Advisors
Michigan
$8.66K
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$8.37K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.32K +251 +322%
TWC
160
TD Waterhouse Canada
Ontario, Canada
$7.53K
WTA
161
Washington Trust Advisors
Massachusetts
$4.9K
LSA
162
Leonteq Securities AG
Switzerland
$4.28K -$4.41K -256 -59%
BCV
163
Banque Cantonale Vaudoise
Switzerland
$4K
CL
164
CSS LLC
Illinois
$3.59K -$9.07K -527 -78%
S
165
SignatureFD
Georgia
$3.54K -$34 -2 -1%
FBC
166
Fairfield, Bush & Co
Connecticut
$2.99K +$2.15K +125 New
NA
167
NewEdge Advisors
Louisiana
$2.01K -$1.24K -72 -46%
WTC
168
WhitTier Trust Company
Nevada
$1.67K
AF
169
Allworth Financial
California
$1.55K
LF
170
Lee Financial
Texas
$1.53K -$843 -49 -43%
US Bancorp
171
US Bancorp
Minnesota
$1.32K -$1.29K -75 -58%
KFS
172
Kelly Financial Services
Massachusetts
$1K
QCG
173
Quadrant Capital Group
Ohio
$1K
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$1K +$448 +26 New
FA
175
Fiduciary Alliance
South Carolina
$407 +$293 +17 New

BHVN Hedge Fund Activity: Q2 2023 in Review

188 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Biohaven (BHVN) for Q2 2023, worth a combined $1.44B — up 58% from $910M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BHVN positions and 24 closed out — a net gain of 13 holders — while 48 added to existing stakes and 65 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $9.16M. The largest seller was State Street, cutting an estimated $28.9M.

  • 188 institutional investors held Biohaven (BHVN) as of Q2 2023, up from 176 in Q1 2023.
  • Funds reported $1.44B of Biohaven stock for Q2 2023, up 58% quarter-over-quarter.
  • 37 funds opened new Biohaven positions in Q2 2023 and 24 closed out, a net change of +13 holders.
  • The largest Biohaven buyer in Q2 2023 was T. Rowe Price Associates, an estimated $9.16M added.
  • The largest Biohaven seller in Q2 2023 was State Street, an estimated $28.9M sold.

Based on aggregated 13F filings for Q2 2023.