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Teva Pharmaceuticals
TEVA

727 hedge funds and large institutions have $18.5B invested in Teva Pharmaceuticals in 2013 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 204 increasing their positions, 318 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 84

33% more call options, than puts

Call options by funds: $772M | Put options by funds: $579M

11% more capital invested

Capital invested by funds: $16.7B → $18.5B (+$1.8B)

10% more funds holding in top 10

Funds holding in top 10: 29 → 32 (+3)

3% more funds holding

Funds holding: 705 → 727 (+22)

1.99% more ownership

Funds ownership: 46.16% → 48.15% (+2%)

36% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 318

Holders
727
Holders Change
+22
Holders Change %
+3.12%
% of All Funds
21.1%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.93%
New
115
Increased
204
Reduced
318
Closed
84
Calls
$772M
Puts
$579M
Net Calls
+$193M
Net Calls Change
+$143M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$861M
2
PC
PointState Capital
New York
+$372M
3
SFM
Soros Fund Management
New York
+$225M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$212M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$204M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$540M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$419M
3
Invesco
Invesco
Georgia
-$163M
4
SCM
Scopia Capital Management
New York
-$143M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$134M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
276
Kelleher Financial Advisors
New York
$2.55M +$82.7K +2,100 +3%
TCM
277
Tufton Capital Management
Maryland
$2.54M +$2.5M +63,480 New
WAM
278
Wallington Asset Management
Indiana
$2.52M -$28.7K -730 -1%
CRC
279
Curi RMB Capital
Illinois
$2.51M -$266K -6,753 -10%
AWCI
280
Alpine Woods Capital Investors
New York
$2.49M -$146K -3,700 -6%
LBC
281
Lowe Brockenbrough & Co
Virginia
$2.48M -$81.7K -2,075 -3%
BIT
282
BlackRock Institutional Trust
California
$2.46M -$1.34M -33,941 -36%
VAM
283
Visium Asset Management
New York
$2.43M +$1.17M +29,734 +97%
SGH
284
Sivik Global Healthcare
Connecticut
$2.4M +$2.36M +60,000 New
CFB
285
Cullen/Frost Bankers
Texas
$2.4M -$199K -5,065 -8%
RJA
286
Robshaw & Julian Associates
New York
$2.37M -$112K -2,850 -5%
BFA
287
BlackRock Fund Advisors
California
$2.33M +$1.02M +25,900 +80%
TMAM
288
Tokio Marine Asset Management
Japan
$2.28M – – –
CIA
289
Choate Investment Advisors
Massachusetts
$2.27M -$204K -5,175 -8%
BCM
290
Basswood Capital Management
New York
$2.24M -$1.87M -47,521 -46%
NCM
291
Narwhal Capital Management
Georgia
$2.24M +$248K +6,300 +13%
ECM
292
Evergreen Capital Management
Washington
$2.23M +$41.3K +1,050 +2%
PPCM
293
Pillar Pacific Capital Management
California
$2.22M +$3.31K +84 +0.2%
HVC
294
Healthcare Value Capital
New Jersey
$2.2M +$197K +5,000 +10%
PI
295
Placemark Investments
Illinois
$2.19M +$618K +15,694 +40%
AA
296
Apriem Advisors
California
$2.16M -$359K -9,115 -14%
MMCM
297
Marque Millennium Capital Management
New York
$2.16M – – –
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$2.16M – – –
PIM
299
Platinum Investment Management
Australia
$2.13M – – –
WAM
300
World Asset Management
Michigan
$2.12M -$694K -17,626 -25%
10 11
12
13 14

TEVA Hedge Fund Activity: Q4 2013 in Review

727 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Teva Pharmaceuticals (TEVA) for Q4 2013, worth a combined $18.5B — up 11% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new TEVA positions and 84 closed out — a net gain of 31 holders — while 204 added to existing stakes and 318 trimmed.

The largest buyer was Franklin Resources, adding an estimated $861M. The largest seller was Wellington Management Group, cutting an estimated $540M.

  • 727 institutional investors held Teva Pharmaceuticals (TEVA) as of Q4 2013, up from 705 in Q3 2013.
  • Funds reported $18.5B of Teva Pharmaceuticals stock for Q4 2013, up 11% quarter-over-quarter.
  • 115 funds opened new Teva Pharmaceuticals positions in Q4 2013 and 84 closed out, a net change of +31 holders.
  • The largest Teva Pharmaceuticals buyer in Q4 2013 was Franklin Resources, an estimated $861M added.
  • The largest Teva Pharmaceuticals seller in Q4 2013 was Wellington Management Group, an estimated $540M sold.

Based on aggregated 13F filings for Q4 2013.