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Bausch + Lomb

90 hedge funds and large institutions have $666M invested in Bausch + Lomb in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 8790 (+3)

6% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $2.93M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.15% less ownership

Funds ownership: 12.28%11.13% (-1.2%)

9% less capital invested

Capital invested by funds: $730M → $666M (-$63.8M)

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
36
Reduced
16
Closed
17
Calls
$3.12M
Puts
$2.93M
Net Calls
+$183K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$138M +$13.8M +855,250 +12%
GAM
2
Goldentree Asset Management
New York
$80.5M -$5.63M -350,000 -7%
MRCP
3
Maple Rock Capital Partners
Ontario, Canada
$63.9M +$8.45M +525,000 +16%
IC
4
Icahn Carl
Florida
$59.7M
Citadel Advisors
5
Citadel Advisors
Florida
$43.4M +$12.5M +778,936 +44%
RRAM
6
River Road Asset Management
Kentucky
$33.1M +$5.53M +343,772 +22%
FCM
7
Freshford Capital Management
New York
$29.9M +$6.49M +403,062 +30%
AIMCA
8
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.1M
Nomura Holdings
9
Nomura Holdings
Japan
$21.4M
LCM
10
Laurion Capital Management
New York
$17.6M
WA
11
Whitebox Advisors
Minnesota
$15.9M +$2.11M +131,172 +16%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$14.5M
Victory Capital Management
13
Victory Capital Management
Texas
$9.77M -$187K -11,650 -2%
CEI
14
Clark Estates Inc
New York
$9.42M
Jane Street
15
Jane Street
New York
$9.38M +$8.4M +522,078 +1,887%
ECP
16
Empyrean Capital Partners
California
$6.57M
CC
17
Caspian Capital
New York
$5.68M
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.56M +$412K +25,605 +9%
WP
19
Woodline Partners
California
$5.28M
GF
20
Gabelli Funds
New York
$5.15M +$616K +38,256 +15%
CC
21
Clearline Capital
New York
$4.95M +$684K +42,529 +17%
Morgan Stanley
22
Morgan Stanley
New York
$4.68M +$3.52M +218,592 +393%
SSA
23
Schonfeld Strategic Advisors
New York
$4.08M +$3.85M +239,200 New
BAM
24
Ballast Asset Management
Texas
$3.29M +$963K +59,855 +45%
RJA
25
Raymond James & Associates
Florida
$3.28M +$771K +47,914 +33%

BLCO Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bausch + Lomb (BLCO) for Q4 2023, worth a combined $666M — down 8.7% from $730M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BLCO positions and 17 closed out — a net gain of 4 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity International, adding an estimated $13.8M. The largest seller was Eminence Capital, exiting entirely with an estimated $102M sold.

  • 90 institutional investors held Bausch + Lomb (BLCO) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $666M of Bausch + Lomb stock for Q4 2023, down 8.7% quarter-over-quarter.
  • 21 funds opened new Bausch + Lomb positions in Q4 2023 and 17 closed out, a net change of +4 holders.
  • The largest Bausch + Lomb buyer in Q4 2023 was Fidelity International, an estimated $13.8M added.
  • The largest Bausch + Lomb seller in Q4 2023 was Eminence Capital, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2023.