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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
Stifel Financial
1
Stifel Financial
Missouri
$134M
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$127M +$983K +57,129 +1%
BlackRock
3
BlackRock
New York
$106M +$2.05M +118,946 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.5M +$4.36M +253,499 +7%
SCM
5
Suvretta Capital Management
New York
$92.5M +$321K +18,620 +0.5%
RM
6
RP Management
New York
$70.2M
State Street
7
State Street
Massachusetts
$68.6M -$28.9M -1,678,794 -37%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$52.1M +$9.16M +532,275 +32%
Holocene Advisors
9
Holocene Advisors
New York
$49.4M +$349K +20,279 +1%
AC
10
Armistice Capital
New York
$43.1M -$22.8M -1,324,000 -42%
Vanguard Group
11
Vanguard Group
Pennsylvania
$36.3M +$3.7M +214,842 +16%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$35.4M +$4.59M +266,794 +22%
APM
13
Avidity Partners Management
Texas
$31.7M -$2.79M -162,200 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.7M +$148K +8,578 +0.7%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$28M -$26.7M -1,551,935 -57%
Marshall Wace
16
Marshall Wace
United Kingdom
$26M -$8.92M -518,235 -32%
PAMS
17
Pictet Asset Management (Switzerland)
Switzerland
$23.9M -$3.61M -209,741 -17%
Capital International Investors
18
Capital International Investors
California
$22.2M
Goldman Sachs
19
Goldman Sachs
New York
$18.2M +$5.91M +343,482 +83%
FCM
20
Farallon Capital Management
California
$17.9M
AIP
21
ARS Investment Partners
New York
$14.9M +$725K +42,125 +7%
OIM
22
Oracle Investment Management
Connecticut
$14.3M -$649K -37,703 -6%
Northern Trust
23
Northern Trust
Illinois
$13.5M +$82.3K +4,781 +0.9%
OM
24
Opaleye Management
Massachusetts
$12.9M
Charles Schwab
25
Charles Schwab
California
$12M -$173K -10,056 -2%

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.