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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
ORI
151
Oak Ridge Investments
Illinois
$334K -$19.7K -635 -8%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$318K
AAM
153
Advisors Asset Management
Colorado
$316K +$208K +6,681 +956%
AIP
154
Ameritas Investment Partners
Nebraska
$303K +$40.2K +1,292 +22%
CC
155
Constitution Capital
Connecticut
$300K +$218K +7,000 New
PP
156
PDT Partners
New York
$297K +$216K +6,931 New
SPC
157
Sigma Planning Corp
Michigan
$275K -$201K -6,447 -50%
AB
158
Amalgamated Bank
New York
$262K +$6.06K +195 +3%
TRCT
159
Tower Research Capital (TRC)
New York
$246K +$122K +3,908 +211%
Capstone Investment Advisors
160
Capstone Investment Advisors
New York
$235K +$171K +5,486 New
PAG
161
Private Advisor Group
New Jersey
$231K +$168K +5,388 New
PIWA
162
Prevail Innovative Wealth Advisors
Kansas
$230K +$167K +5,385 New
HighTower Advisors
163
HighTower Advisors
Illinois
$227K +$165K +5,317 New
Hudson Bay Capital Management
164
Hudson Bay Capital Management
Connecticut
$214K -$155K -5,000 -50%
TDC
165
Thompson Davis & Co
Virginia
$214K +$155K +5,000 New
Prudential Financial
166
Prudential Financial
New Jersey
$201K +$146K +4,685 New
Simplex Trading
167
Simplex Trading
Illinois
$199K +$11.3K +364 +8%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$167K +$16K +514 +15%
Belvedere Trading
169
Belvedere Trading
Illinois
$161K +$117K +3,763 New
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$156K
VEA
171
Virtus ETF Advisers
New York
$105K -$49.7K -1,598 -39%
UBS Group
172
UBS Group
Switzerland
$89.8K -$2.69M -86,489 -98%
KBC Group
173
KBC Group
Belgium
$74K +$21.6K +693 +67%
NECFA
174
New England Capital Financial Advisors
Connecticut
$42.8K
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$32.4K -$1.77K -57 -7%

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.