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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
LC
176
Lindbrook Capital
California
$26.7K -$31 -1 -0.2%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$22.4K
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$21.4K
PMFA
179
Plante Moran Financial Advisors
Michigan
$15.5K
C
180
Covestor
United Kingdom
$15K -$31 -1 -0.3%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$14K
PA
182
Parallel Advisors
California
$13.4K +$9.42K +303 +2,755%
Lazard Asset Management
183
Lazard Asset Management
New York
$12K +$93 +3 +1%
WTA
184
Washington Trust Advisors
Massachusetts
$8.77K
S
185
SignatureFD
Georgia
$8.18K +$809 +26 +16%
FBC
186
Fairfield, Bush & Co
Connecticut
$7.28K +$5.29K +170 New
BCV
187
Banque Cantonale Vaudoise
Switzerland
$7K
SL
188
Salomon & Ludwin
Virginia
$5.59K
SSB
189
Sandy Spring Bank
Maryland
$5.35K +$3.89K +125 New
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$4.28K +$3.11K +100 New
LSA
191
Leonteq Securities AG
Switzerland
$3.68K -$2.89K -93 -52%
NA
192
NewEdge Advisors
Louisiana
$3.51K
NS
193
NBC Securities
Alabama
$3K
AF
194
Allworth Financial
California
$3K +$155 +5 +8%
WTC
195
WhitTier Trust Company
Nevada
$3K
US Bancorp
196
US Bancorp
Minnesota
$2.83K +$964 +31 +89%
LF
197
Lee Financial
Texas
$2.74K
AWM
198
Able Wealth Management
New Jersey
$2.31K +$1.68K +54 New
QCG
199
Quadrant Capital Group
Ohio
$1.8K -$684 -22 -34%
KFS
200
Kelly Financial Services
Massachusetts
$1.8K

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.