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Bausch + Lomb

87 hedge funds and large institutions have $694M invested in Bausch + Lomb in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $855K | Put options by funds: $98K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

19% more funds holding

Funds holding: 7387 (+14)

0.49% less ownership

Funds ownership: 13.28%12.79% (-0.49%)

3% less capital invested

Capital invested by funds: $714M → $694M (-$19.9M)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
24
Reduced
16
Closed
17
Calls
$855K
Puts
$98K
Net Calls
+$757K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Goldentree Asset Management
New York
$98.2M -$6.37M -424,226 -6%
EC
2
Eminence Capital
New York
$65.3M +$8.17M +543,895 +15%
BlackRock
3
BlackRock
New York
$64.4M -$25.9M -1,724,406 -29%
Fidelity International
4
Fidelity International
Bermuda
$56.2M +$9.81K +653 +0%
IC
5
Icahn Carl
Florida
$54.3M
Norges Bank
6
Norges Bank
Norway
$43.4M
MRCP
7
Maple Rock Capital Partners
Ontario, Canada
$38.6M +$7.74M +515,000 +26%
RRAM
8
River Road Asset Management
Kentucky
$25.6M +$1.32M +87,776 +6%
SCA
9
Southpoint Capital Advisors
New York
$23.3M +$2.25M +150,000 +11%
Nomura Holdings
10
Nomura Holdings
Japan
$19.5M
LCM
11
Laurion Capital Management
New York
$16.8M +$1.26M +84,111 +8%
ICM
12
Invenomic Capital Management
Massachusetts
$13.6M +$4.44M +295,510 +51%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M
Citadel Advisors
14
Citadel Advisors
Florida
$12.4M +$12M +799,838 New
MP
15
Mangrove Partners
Connecticut
$12.1M
WA
16
Whitebox Advisors
Minnesota
$11.9M +$3.08M +204,809 +36%
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.9M +$10.5M +700,000 New
ACH
18
ArrowMark Colorado Holdings
Colorado
$9.11M +$1.21M +80,228 +16%
WP
19
Woodline Partners
California
$8.38M +$8.12M +540,544 New
CEI
20
Clark Estates Inc
New York
$7.99M +$3.97M +264,500 +106%
SCM
21
Segantii Capital Management
Hong Kong
$7.75M -$5.26M -350,000 -41%
HCM
22
Hodges Capital Management
Texas
$7.33M +$4.77M +317,632 +205%
Franklin Resources
23
Franklin Resources
California
$7.25M
CC
24
Caspian Capital
New York
$6.24M +$751K +50,000 +14%
SC
25
Sessa Capital
New York
$5.58M

BLCO Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bausch + Lomb (BLCO) for Q4 2022, worth a combined $694M — down 2.8% from $714M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BLCO positions and 17 closed out — a net gain of 14 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $12M. The largest seller was BlackRock, cutting an estimated $25.9M.

  • 87 institutional investors held Bausch + Lomb (BLCO) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $694M of Bausch + Lomb stock for Q4 2022, down 2.8% quarter-over-quarter.
  • 31 funds opened new Bausch + Lomb positions in Q4 2022 and 17 closed out, a net change of +14 holders.
  • The largest Bausch + Lomb buyer in Q4 2022 was Citadel Advisors, an estimated $12M added.
  • The largest Bausch + Lomb seller in Q4 2022 was BlackRock, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2022.