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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
FBT
701
Founders Bank & Trust
Michigan
$9K – – –
CAL
702
Capital Analysts LLC
Pennsylvania
$8.02K +$7.88K +200 New
BCI
703
Brinker Capital Investments
Pennsylvania
$8K – – –
First Eagle Investment Management
704
First Eagle Investment Management
New York
$8K – – –
PFG
705
Piershale Financial Group
Illinois
$8K – – –
SGC
706
South Georgia Capital
Illinois
$8K +$7.88K +200 New
TCM
707
Tradewinds Capital Management
Washington
$8K +$7.88K +200 New
VIA
708
Vantage Investment Advisors
Pennsylvania
$8K +$7.88K +200 New
DSC
709
Duncker Streett & Co
Missouri
$6K -$9.84K -250 -61%
TCM
710
TD Capital Management
Tennessee
$6K +$39 +1 +0.7%
ZTNA
711
Zions Trust National Association
Utah
$6K +$5.91K +150 New
AC
712
Alexandria Capital
Virginia
$4K – – –
ITIM
713
Indiana Trust & Investment Management
Indiana
$4K – – –
SMA
714
Simply Money Advisors
Ohio
$4K +$3.5K +89 New
ST
715
Somerset Trust
Pennsylvania
$4K +$3.94K +100 New
Manulife (Manufacturers Life Insurance)
716
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.05K – – –
QAM
717
QCI Asset Management
New York
$3K -$7.97M -202,330 -100%
HCM
718
Horrell Capital Management
Arkansas
$3K – – –
GI
719
Gradient Investments
Minnesota
$3K +$2.48K +63 New
NIM
720
NuWave Investment Management
New Jersey
$2K -$6.46K -164 -74%
GGPS
721
Gary Goldberg Planning Services
New York
$2K – – –
PCTC
722
Perkins Coie Trust Company
Washington
$2K +$1.85K +47 New
EWM
723
Elite Wealth Management
Washington
$2K +$1.97K +50 New
DIA
724
Denver Investment Advisors
Colorado
$1.17K -$1.21M -30,750 -51%
ACM
725
Aviance Capital Management
Florida
$1K -$1.73K -44 -67%
27 28
29
30 31

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.