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738 hedge funds and large institutions have $60.8B invested in Biogen in 2013 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 247 increasing their positions, 264 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 30

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

18% more call options, than puts

Call options by funds: $913M | Put options by funds: $771M

16% more capital invested

Capital invested by funds: $52.6B → $60.8B (+$8.27B)

13% more funds holding

Funds holding: 656738 (+82)

6% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 264

Holders
738
Holders Change
+82
Holders Change %
+12.5%
% of All Funds
21.42%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
1.07%
New
121
Increased
247
Reduced
264
Closed
30
Calls
$913M
Puts
$771M
Net Calls
+$142M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
626
Hennessy Advisors Inc
California
$264K +$244K +945 New
KFS
627
KMS Financial Services
Washington
$261K +$8.79K +34 +4%
CRC
628
Curi RMB Capital
Illinois
$258K -$9.31K -36 -4%
PAG
629
Private Advisor Group
New Jersey
$258K +$239K +924 New
BCM
630
BTR Capital Management
California
$257K
PHAM
631
Palisades Hudson Asset Management
Florida
$257K
WA
632
WealthTrust Axiom
Pennsylvania
$257K
OAM
633
Orinda Asset Management
California
$255K -$18.1K -70 -7%
Mariner
634
Mariner
Kansas
$253K +$234K +904 New
BWP
635
Baldwin Wealth Partners
Massachusetts
$252K
BCM
636
Bridgeway Capital Management
Texas
$252K
NPA
637
Nichols & Pratt Advisers
Massachusetts
$252K
ZDA
638
Zweig-DiMenna Associates
New York
$252K +$233K +900 New
SAM
639
Silvercrest Asset Management
New York
$251K -$12.9K -50 -5%
PIM
640
Penobscot Investment Management
Massachusetts
$249K
RFA
641
Reilly Financial Advisors
California
$245K -$77.6K -300 -26%
WTC
642
WhitTier Trust Company
Nevada
$245K
CC
643
Capital Counsel
New York
$242K
PHS
644
Pekin Hardy Strauss
Illinois
$239K -$41.4K -160 -16%
Northwestern Mutual Wealth Management
645
Northwestern Mutual Wealth Management
Wisconsin
$238K +$44K +170 +25%
TFA
646
Transamerica Financial Advisors
Florida
$238K +$220K +849 New
QIM
647
Quest Investment Management
Oregon
$236K -$11.6K -45 -5%
TCOT
648
Trust Company of Toledo
Ohio
$236K
SCM
649
Sterling Capital Management
North Carolina
$235K -$3.81M -14,746 -95%
WS
650
Wedbush Securities
California
$235K

BIIB Hedge Fund Activity: Q4 2013 in Review

738 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Biogen (BIIB) for Q4 2013, worth a combined $60.8B — up 16% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new BIIB positions and 30 closed out — a net gain of 91 holders — while 247 added to existing stakes and 264 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $213M. The largest seller was JP Morgan Chase, cutting an estimated $493M.

  • 738 institutional investors held Biogen (BIIB) as of Q4 2013, up from 656 in Q3 2013.
  • Funds reported $60.8B of Biogen stock for Q4 2013, up 16% quarter-over-quarter.
  • 121 funds opened new Biogen positions in Q4 2013 and 30 closed out, a net change of +91 holders.
  • The largest Biogen buyer in Q4 2013 was T. Rowe Price Associates, an estimated $213M added.
  • The largest Biogen seller in Q4 2013 was JP Morgan Chase, an estimated $493M sold.

Based on aggregated 13F filings for Q4 2013.