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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
ASN
201
Advisory Services Network
Georgia
$1.5K +$1.09K +35 New
GI
202
GAMMA Investing
California
$1.16K +$809 +26 New
PWMG
203
Private Wealth Management Group
New Jersey
$856 +$622 +20 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$814 +$591 +19 New
FFA
205
Farther Finance Advisors
California
$770 +$560 +18 New
SPIA
206
Steward Partners Investment Advisory
New York
$471
CWP
207
Concord Wealth Partners
Virginia
$428
SWS
208
SYSTM Wealth Solutions
Illinois
$300 +$218 +7 New
BIA
209
Bell Investment Advisors
California
$257 -$93 -3 -33%
JWA
210
JFS Wealth Advisors
Pennsylvania
$257
GWSG
211
GPS Wealth Strategies Group
Colorado
$214
HIA
212
Harbor Investment Advisory
Maryland
$214
FFO
213
Fortitude Family Office
Arizona
$214 +$155 +5 New
CA
214
Crewe Advisors
Utah
$172 +$124 +4 New
TWP
215
TFO Wealth Partners
Ohio
$171 +$124 +4 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$43
ACM
217
Altium Capital Management
New York
-$7.46M -287,000 Closed
MS
218
Maven Securities
Jersey
-$5.85M -225,000 Closed
SCM
219
Soleus Capital Management
Connecticut
-$2.96M -113,800 Closed
IC
220
Ikarian Capital
Texas
-$2.76M -106,138 Closed
MIM
221
Monashee Investment Management
Massachusetts
-$2.34M -90,000 Closed
KCM
222
Kennedy Capital Management
Missouri
-$1.43M -55,000 Closed
EPM
223
Equitec Proprietary Markets
Illinois
-$1.28M -49,250 Closed
Millennium Management
224
Millennium Management
New York
-$1.37M -44,169 Closed
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
-$940K -36,155 Closed

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.