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FRX

FOREST LABORATORIES INC
FRX

Delisted

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

414 hedge funds and large institutions have $19.6B invested in FOREST LABORATORIES INC in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 124 increasing their positions, 198 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $108M | Put options by funds: $81M

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

14% less funds holding

Funds holding: 484414 (-70)

17% less capital invested

Capital invested by funds: $23.7B → $19.6B (-$4.02B)

37% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 198

67% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 97

Holders
414
Holders Change
-70
Holders Change %
-14.46%
% of All Funds
11.9%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.44%
New
32
Increased
124
Reduced
198
Closed
97
Calls
$108M
Puts
$81M
Net Calls
+$27.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.08B -$706M -7,572,444 -27%
ClearBridge Investments
2
ClearBridge Investments
New York
$1.41B -$583M -6,254,485 -31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.22B -$207M -2,218,417 -15%
FCM
4
Farallon Capital Management
California
$792M +$628M +6,735,000 +561%
Franklin Resources
5
Franklin Resources
California
$686M -$154M -1,650,599 -19%
DKCM
6
Davidson Kempner Capital Management
New York
$629M +$380M +4,076,392 +179%
BIT
7
BlackRock Institutional Trust
California
$615M -$36.2M -387,658 -6%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$602M +$296M +3,173,024 +109%
State Street
9
State Street
Massachusetts
$481M -$679M -7,278,093 -60%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$394M +$152M +1,630,429 +69%
Norges Bank
11
Norges Bank
Norway
$381M +$205M +2,199,426 +133%
MCM
12
Mason Capital Management
New York
$361M +$45M +482,755 +15%
WIC
13
Water Island Capital
New York
$346M +$143M +1,533,132 +78%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$326M +$213K +2,283 +0.1%
CC
15
Carlson Capital
Texas
$278M +$83.2M +892,309 +47%
AQR Capital Management
16
AQR Capital Management
Connecticut
$243M +$15.6M +166,878 +7%
ACPU
17
Arrowgrass Capital Partners (US)
Delaware
$227M +$69.6M +746,000 +48%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$220M +$80.4M +861,885 +63%
TAL
19
TIG Advisors LLC
New York
$218M +$170M +1,818,092 +501%
Northern Trust
20
Northern Trust
Illinois
$209M -$83.1M -890,616 -30%
BFA
21
BlackRock Fund Advisors
California
$200M -$191M -2,049,724 -50%
DCM
22
Discovery Capital Management
Connecticut
$199M +$32.5M +348,000 +21%
WCMNY
23
Westchester Capital Management (New York)
New York
$192M -$2.87M -30,729 -2%
Bank of America
24
Bank of America
North Carolina
$189M +$102M +1,092,234 +134%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$187M -$63.8M -684,400 -27%

FRX Hedge Fund Activity: Q2 2014 in Review

414 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FOREST LABORATORIES INC (FRX) for Q2 2014, worth a combined $19.6B — down 17% from $23.7B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of FRX and 32 opened new positions — a net loss of 65 holders — while 198 trimmed existing stakes and 124 added.

The largest buyer was Farallon Capital Management, adding an estimated $628M. The largest seller was Icahn Carl, exiting entirely with an estimated $2.83B sold.

  • 414 institutional investors held FOREST LABORATORIES INC (FRX) as of Q2 2014, down from 484 in Q1 2014.
  • Funds reported $19.6B of FOREST LABORATORIES INC stock for Q2 2014, down 17% quarter-over-quarter.
  • 32 funds opened new FOREST LABORATORIES INC positions in Q2 2014 and 97 closed out, a net change of -65 holders.
  • The largest FOREST LABORATORIES INC buyer in Q2 2014 was Farallon Capital Management, an estimated $628M added.
  • The largest FOREST LABORATORIES INC seller in Q2 2014 was Icahn Carl, an estimated $2.83B sold.

Based on aggregated 13F filings for Q2 2014.