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FRX

FOREST LABORATORIES INC
FRX

Delisted

FRX was delisted on the 30th of June, 2014.

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429 hedge funds and large institutions have $14.6B invested in FOREST LABORATORIES INC in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 31

48% more call options, than puts

Call options by funds: $204M | Put options by funds: $138M

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

40% more capital invested

Capital invested by funds: $10.4B → $14.6B (+$4.21B)

14% more funds holding

Funds holding: 375 → 429 (+54)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
429
Holders Change
+54
Holders Change %
+14.4%
% of All Funds
12.45%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
87
Increased
128
Reduced
158
Closed
31
Calls
$204M
Puts
$138M
Net Calls
+$66M
Net Calls Change
+$33.5M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$212M
2
Fidelity International
Fidelity International
Bermuda
+$121M
3
ClearBridge Investments
ClearBridge Investments
New York
+$102M
4
IG
ING Group
Netherlands
+$64M
5
JHIU
Janus Henderson Investors US
Colorado
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$664M
2
Millennium Management
Millennium Management
New York
-$44.2M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
DM
Deerfield Management
New York
-$31.9M
5
FC
Fairpointe Capital
Illinois
-$31.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IG
26
ING Group
Netherlands
$80.1M +$64M +1,271,907 +1,998%
TCIM
27
TIAA CREF Investment Management
New York
$76.7M +$26.2M +521,455 +69%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$74.5M -$2.66M -52,943 -4%
RFC
29
Russell Frank Company
Washington
$73.2M -$8.17M -162,302 -13%
Legal & General Group
30
Legal & General Group
United Kingdom
$70.9M -$293K -5,814 -0.5%
Wells Fargo
31
Wells Fargo
California
$69.8M +$328K +6,514 +0.6%
UBS AM
32
UBS AM
Illinois
$63.3M +$6.59M +130,951 +14%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$63M +$2.71M +53,837 +5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$62.2M +$12.5M +248,900 +32%
ACM
35
Argent Capital Management
Missouri
$58.3M -$1.2M -23,893 -2%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$57.9M +$15.9M +316,470 +49%
Ameriprise
37
Ameriprise
Minnesota
$55.6M -$39.1M -777,601 -46%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$53.6M +$39.6M +787,236 +742%
IAM
39
Iridian Asset Management
Connecticut
$53.3M +$44.7M +888,220 New
Morgan Stanley
40
Morgan Stanley
New York
$51.5M +$14.1M +280,810 +49%
PC
41
PointState Capital
New York
$49.5M +$41.5M +825,000 New
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$48.2M +$2.46M +48,872 +6%
First Manhattan
43
First Manhattan
New York
$47.9M -$357K -7,100 -0.9%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$46.3M -$1.33M -26,348 -3%
SONJCPFA
45
State of New Jersey Common Pension Fund A
New Jersey
$46.2M -$503K -10,000 -1%
Goldman Sachs
46
Goldman Sachs
New York
$44.8M +$6.6M +131,111 +21%
Invesco
47
Invesco
Georgia
$42.5M +$2.1M +41,636 +6%
BlackRock
48
BlackRock
New York
$40.2M +$6M +119,230 +22%
BM
49
Bridger Management
New York
$39.9M +$33.5M +665,000 New
Barclays
50
Barclays
United Kingdom
$39M +$20M +397,746 +157%
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FRX Hedge Fund Activity: Q4 2013 in Review

429 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FOREST LABORATORIES INC (FRX) for Q4 2013, worth a combined $14.6B — up 40% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new FRX positions and 31 closed out — a net gain of 56 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $212M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $664M sold.

  • 429 institutional investors held FOREST LABORATORIES INC (FRX) as of Q4 2013, up from 375 in Q3 2013.
  • Funds reported $14.6B of FOREST LABORATORIES INC stock for Q4 2013, up 40% quarter-over-quarter.
  • 87 funds opened new FOREST LABORATORIES INC positions in Q4 2013 and 31 closed out, a net change of +56 holders.
  • The largest FOREST LABORATORIES INC buyer in Q4 2013 was Dodge & Cox, an estimated $212M added.
  • The largest FOREST LABORATORIES INC seller in Q4 2013 was Capital Research Global Investors, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2013.