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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
Stifel Financial
1
Stifel Financial
Missouri
$266M +$14.2M +456,062 +8%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$253M +$17.9M +575,762 +11%
BlackRock
3
BlackRock
New York
$247M +$47.3M +1,521,761 +36%
SCM
4
Suvretta Capital Management
New York
$196M +$17.6M +567,236 +14%
State Street
5
State Street
Massachusetts
$166M -$2.82M -90,668 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$134M +$24.6M +791,181 +34%
RM
7
RP Management
New York
$126M
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$106M +$45.3M +1,458,072 +142%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$86.5M +$24.2M +778,569 +63%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$82.6M -$41.4M -1,330,141 -41%
PA
11
Perceptive Advisors
New York
$73.8M +$30.3M +973,227 +129%
Vanguard Group
12
Vanguard Group
Pennsylvania
$71M +$7.13M +229,168 +16%
AC
13
Armistice Capital
New York
$64.2M -$16.7M -536,000 -26%
RG
14
Redmile Group
California
$61.8M +$28.8M +925,441 +178%
Holocene Advisors
15
Holocene Advisors
New York
$61.7M -$16.4M -528,391 -27%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$61.1M +$8.19M +263,256 +23%
Citadel Advisors
17
Citadel Advisors
Florida
$55.5M +$25.6M +822,376 +173%
Morgan Stanley
18
Morgan Stanley
New York
$50.6M +$25.8M +830,944 +237%
APM
19
Avidity Partners Management
Texas
$49.1M -$4.26M -137,092 -11%
BG
20
Bellevue Group
Switzerland
$46M +$33.4M +1,075,000 New
Goldman Sachs
21
Goldman Sachs
New York
$40.5M +$2.23M +71,850 +8%
FCM
22
Farallon Capital Management
California
$32.1M
WP
23
Woodline Partners
California
$31.8M +$6.44M +207,042 +39%
OIM
24
Oracle Investment Management
Connecticut
$30.7M +$3.39M +108,900 +18%
Capital International Investors
25
Capital International Investors
California
$28.6M

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.