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Bausch + Lomb

75 hedge funds and large institutions have $784M invested in Bausch + Lomb in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $6.04M | Put options by funds: $1.42M

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $694M → $784M (+$89.9M)

0.03% more ownership

Funds ownership: 12.79%12.81% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less funds holding

Funds holding: 8775 (-12)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
75
Holders Change
-12
Holders Change %
-13.79%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
31
Reduced
18
Closed
21
Calls
$6.04M
Puts
$1.42M
Net Calls
+$4.62M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Goldentree Asset Management
New York
$106M -$3.83M -225,948 -4%
EC
2
Eminence Capital
New York
$97.1M +$23.2M +1,372,224 +33%
BlackRock
3
BlackRock
New York
$72.3M -$8.47K -500 -0%
IC
4
Icahn Carl
Florida
$60.9M
Fidelity International
5
Fidelity International
Bermuda
$49.2M -$13.6M -800,000 -22%
MRCP
6
Maple Rock Capital Partners
Ontario, Canada
$43.4M
RRAM
7
River Road Asset Management
Kentucky
$32.3M +$3.47M +204,686 +12%
WP
8
Woodline Partners
California
$29.4M +$19.4M +1,147,606 +212%
SCA
9
Southpoint Capital Advisors
New York
$26.1M
Norges Bank
10
Norges Bank
Norway
$24.7M -$23.4M -1,383,807 -49%
Nomura Holdings
11
Nomura Holdings
Japan
$21.9M
LCM
12
Laurion Capital Management
New York
$19.3M +$420K +24,769 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$18M +$3.94M +232,830 +29%
AIMCA
14
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.9M +$4.6M +271,493 +39%
MP
15
Mangrove Partners
Connecticut
$16.8M +$3.13M +184,623 +24%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
WA
17
Whitebox Advisors
Minnesota
$14.3M +$948K +55,974 +7%
ICM
18
Invenomic Capital Management
Massachusetts
$13.9M -$1.28M -75,448 -9%
Victory Capital Management
19
Victory Capital Management
Texas
$13.4M +$13M +769,313 New
ACH
20
ArrowMark Colorado Holdings
Colorado
$10.2M -$3.15K -186 -0%
CEI
21
Clark Estates Inc
New York
$9.61M +$627K +37,000 +7%
HCM
22
Hodges Capital Management
Texas
$8.23M -$3.15M -185,870 -39%
CC
23
Caspian Capital
New York
$7M
CFM
24
Coronation Fund Managers
South Africa
$6.1M +$1.2M +70,556 +25%
CC
25
Clearline Capital
New York
$4.34M -$213K -12,600 -5%

BLCO Hedge Fund Activity: Q1 2023 in Review

75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bausch + Lomb (BLCO) for Q1 2023, worth a combined $784M — up 13% from $694M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BLCO and 10 opened new positions — a net loss of 11 holders — while 18 trimmed existing stakes and 31 added.

The largest buyer was Eminence Capital, adding an estimated $23.2M. The largest seller was Norges Bank, cutting an estimated $23.4M.

  • 75 institutional investors held Bausch + Lomb (BLCO) as of Q1 2023, down from 87 in Q4 2022.
  • Funds reported $784M of Bausch + Lomb stock for Q1 2023, up 13% quarter-over-quarter.
  • 10 funds opened new Bausch + Lomb positions in Q1 2023 and 21 closed out, a net change of -11 holders.
  • The largest Bausch + Lomb buyer in Q1 2023 was Eminence Capital, an estimated $23.2M added.
  • The largest Bausch + Lomb seller in Q1 2023 was Norges Bank, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2023.