We are live on ! Find out more
TEVA icon

Teva Pharmaceuticals

770 hedge funds and large institutions have $24.9B invested in Teva Pharmaceuticals in 2014 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 222 increasing their positions, 324 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more funds holding in top 10

Funds holding in top 10: 3258 (+26)

70% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $754M

68% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 71

35% more capital invested

Capital invested by funds: $18.5B → $24.9B (+$6.48B)

6% more funds holding

Funds holding: 727770 (+43)

1.64% more ownership

Funds ownership: 48.15%49.78% (+1.6%)

31% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 324

Holders
770
Holders Change
+43
Holders Change %
+5.91%
% of All Funds
22.24%
Holding in Top 10
58
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+81.25%
% of All Funds
1.67%
New
119
Increased
222
Reduced
324
Closed
71
Calls
$1.28B
Puts
$754M
Net Calls
+$529M
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
551
Gamble Jones Investment Counsel
California
$531K -$36.8K -797 -7%
AAM
552
AR Asset Management
California
$528K
RCM
553
RNC Capital Management
California
$528K +$462K +10,000 New
SAM
554
Symphony Asset Management
California
$527K -$280K -6,049 -38%
Envestnet Asset Management
555
Envestnet Asset Management
Illinois
$526K -$44.3K -958 -9%
PAMG
556
Patton Albertson Miller Group
Tennessee
$512K -$89.4K -1,935 -17%
WRM
557
Westport Resources Management
Connecticut
$507K +$240K +5,200 +118%
MSU
558
Maple Securities USA
New Jersey
$503K +$440K +9,520 New
MWAC
559
Mariner Wealth Advisors (Cincinnati)
Ohio
$495K +$36K +780 +9%
FIM
560
Fernwood Investment Management
Massachusetts
$491K -$99.4K -2,151 -19%
CCM
561
Covington Capital Management
California
$489K -$701K -15,170 -62%
TAM
562
Taurus Asset Management
New York
$484K
WDA
563
Wendell David Associates
New Hampshire
$478K -$32.4K -700 -7%
JIC
564
Joel Isaacson & Co
New York
$475K
FANJ
565
Financial Architects (New Jersey)
New Jersey
$475K +$13.9K +300 +3%
CC
566
Cannell & Co
New York
$475K +$415K +8,984 New
WTC
567
WhitTier Trust Company
Nevada
$474K -$83.9K -1,815 -17%
TNB
568
Thomasville National Bank
Georgia
$466K -$92.4K -2,000 -18%
BG
569
Bahl & Gaynor
Ohio
$462K -$187K -4,046 -32%
SC
570
Schulhoff & Co
Ohio
$460K +$139 +3 +0%
RT
571
Reliance Trust
Georgia
$460K +$23.5K +509 +6%
SBH
572
Segall Bryant & Hamill
Illinois
$458K -$47.6K -1,030 -11%
Massachusetts Financial Services
573
Massachusetts Financial Services
Massachusetts
$452K +$396K +8,560 New
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$448K +$12.7K +274 +3%
WSFS
575
Wilmington Savings Fund Society
Delaware
$438K +$127K +2,748 +50%

TEVA Hedge Fund Activity: Q1 2014 in Review

770 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Teva Pharmaceuticals (TEVA) for Q1 2014, worth a combined $24.9B — up 35% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TEVA positions and 71 closed out — a net gain of 48 holders — while 222 added to existing stakes and 324 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $813M. The largest seller was Wellington Management Group, cutting an estimated $598M.

  • 770 institutional investors held Teva Pharmaceuticals (TEVA) as of Q1 2014, up from 727 in Q4 2013.
  • Funds reported $24.9B of Teva Pharmaceuticals stock for Q1 2014, up 35% quarter-over-quarter.
  • 119 funds opened new Teva Pharmaceuticals positions in Q1 2014 and 71 closed out, a net change of +48 holders.
  • The largest Teva Pharmaceuticals buyer in Q1 2014 was Fidelity Investments, an estimated $813M added.
  • The largest Teva Pharmaceuticals seller in Q1 2014 was Wellington Management Group, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2014.