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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
WSFS
601
Wilmington Savings Fund Society
Delaware
$221K -$180K -4,567 -45%
FIM
602
Freedom Investment Management
Connecticut
$219K +$3.54K +90 +2%
JAM
603
Jolley Asset Management
North Carolina
$215K -$354K -9,000 -63%
CA
604
Capital Advantage
California
$214K +$211K +5,351 New
CAM
605
Columbia Asset Management
Michigan
$213K +$209K +5,315 New
HCM
606
Hengehold Capital Management
Ohio
$211K -$54.6K -1,386 -21%
FHC
607
First Heartland Consultants
Missouri
$206K +$203K +5,148 New
PRHC
608
P.R. Herzig & Co
New York
$204K +$201K +5,100 New
WA
609
WFG Advisors
Texas
$202K +$31.9K +809 +19%
SAS
610
Spectrum Advisory Services
Georgia
$201K -$71.1K -1,805 -26%
VNA
611
VNBTrust National Association
Virginia
$201K +$198K +5,025 New
DM
612
Deerfield Management
New York
$200K -$35M -887,759 -99%
ZIM
613
Zacks Investment Management
Illinois
$200K -$7.34M -186,454 -97%
MME
614
Meag Munich Ergo
Germany
$200K – – –
QI
615
QS Investors
New York
$200K +$197K +5,000 New
MFS
616
MSI Financial Services
Massachusetts
$197K +$49.1K +1,247 +34%
CCM
617
Chilton Capital Management
Texas
$193K – – –
ST
618
Smithfield Trust
Pennsylvania
$191K +$8.27K +210 +5%
EARNEST Partners
619
EARNEST Partners
Georgia
$185K +$182K +4,621 New
EWM
620
Evercore Wealth Management
New York
$180K -$85K -2,159 -32%
WRM
621
Westport Resources Management
Connecticut
$176K -$21.7K -550 -11%
BC
622
Bartlett & Co
Ohio
$172K -$11.4K -289 -6%
FFC
623
First Financial Corp
Indiana
$168K -$40.9K -1,039 -20%
PFSC
624
Peoples Financial Services Corp
Pennsylvania
$160K +$158K +4,000 New
PTC
625
Private Trust Company
Ohio
$157K +$9.73K +247 +7%
23 24
25
26 27

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.