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Theravance Biopharma

108 hedge funds and large institutions have $1.16B invested in Theravance Biopharma in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

29% more capital invested

Capital invested by funds: $900M → $1.16B (+$260M)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

17% more funds holding

Funds holding: 92108 (+16)

2.59% less ownership

Funds ownership: 81.55%78.97% (-2.6%)

45% less call options, than puts

Call options by funds: $726K | Put options by funds: $1.33M

Holders
108
Holders Change
+16
Holders Change %
+17.39%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
29
Increased
33
Reduced
28
Closed
8
Calls
$726K
Puts
$1.33M
Net Calls
-$605K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1
Baupost Group
Massachusetts
$241M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$219M +$2.07M +106,383 +1%
LFS
3
Link Fund Solutions
United Kingdom
$135M +$102M +5,251,349 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$104M -$106K -5,431 -0.1%
BlackRock
5
BlackRock
New York
$99.1M -$535K -27,551 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$82.3M +$61.8M +3,177,537 New
Norges Bank
7
Norges Bank
Norway
$27.8M +$2.33M +120,000 +13%
State Street
8
State Street
Massachusetts
$24.8M +$232K +11,948 +1%
C
9
Chescapmanager
Maryland
$24.6M +$6.83M +351,422 +59%
RSCM
10
Rock Springs Capital Management
Maryland
$17M +$2.04M +105,200 +19%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.8M -$20.4K -1,051 -0.2%
Morgan Stanley
12
Morgan Stanley
New York
$15.7M +$1.96M +100,848 +20%
Northern Trust
13
Northern Trust
Illinois
$14.8M -$118K -6,094 -1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$13.6M +$47.1K +2,424 +0.5%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$11.7M +$1.38M +71,060 +19%
Ameriprise
16
Ameriprise
Minnesota
$9.08M -$1.34M -69,186 -16%
CS
17
Candriam SCA
Luxembourg
$7.19M -$38.9K -2,000 -0.7%
N
18
Nuveen
North Carolina
$7.04M -$113K -5,840 -2%
Charles Schwab
19
Charles Schwab
California
$6.94M +$180K +9,237 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.07M +$4.56M +234,500 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.26M +$118K +6,097 +3%
Wells Fargo
22
Wells Fargo
California
$5.09M +$814K +41,873 +27%
RCMNY
23
Rubric Capital Management (New York)
New York
$4.49M +$3.37M +173,400 New
NM
24
Newtyn Management
New York
$4.49M +$2.13M +109,619 +172%
CS
25
Credit Suisse
Switzerland
$3.84M +$1.18M +60,976 +70%

TBPH Hedge Fund Activity: Q4 2019 in Review

108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Theravance Biopharma (TBPH) for Q4 2019, worth a combined $1.16B — up 29% from $900M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TBPH positions and 8 closed out — a net gain of 21 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $61.8M. The largest seller was UBS Group, cutting an estimated $3.84M.

  • 108 institutional investors held Theravance Biopharma (TBPH) as of Q4 2019, up from 92 in Q3 2019.
  • Funds reported $1.16B of Theravance Biopharma stock for Q4 2019, up 29% quarter-over-quarter.
  • 29 funds opened new Theravance Biopharma positions in Q4 2019 and 8 closed out, a net change of +21 holders.
  • The largest Theravance Biopharma buyer in Q4 2019 was Wellington Management Group, an estimated $61.8M added.
  • The largest Theravance Biopharma seller in Q4 2019 was UBS Group, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2019.