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Teva Pharmaceuticals

812 hedge funds and large institutions have $30B invested in Teva Pharmaceuticals in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 304 increasing their positions, 299 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $945M | Put options by funds: $717M

2% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 299

0.28% less ownership

Funds ownership: 58.65%58.38% (-0.28%)

3% less funds holding

Funds holding: 836812 (-24)

7% less capital invested

Capital invested by funds: $32.1B → $30B (-$2.11B)

23% less funds holding in top 10

Funds holding in top 10: 5341 (-12)

25% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 76

Holders
812
Holders Change
-24
Holders Change %
-2.87%
% of All Funds
21.66%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
1.09%
New
57
Increased
304
Reduced
299
Closed
76
Calls
$945M
Puts
$717M
Net Calls
+$228M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.43B -$510M -9,586,398 -12%
Franklin Resources
2
Franklin Resources
California
$2.07B +$234M +4,389,590 +12%
Viking Global Investors
3
Viking Global Investors
Connecticut
$1.39B -$279M -5,234,967 -16%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.14B +$713M +13,385,352 +144%
WRF
5
Waddell & Reed Financial
Kansas
$972M +$47.7M +896,033 +5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$867M +$305M +5,722,500 +50%
PC
7
Paulson & Co
New York
$843M -$204M -3,828,400 -19%
Lazard Asset Management
8
Lazard Asset Management
New York
$783M +$59.8M +1,122,827 +8%
PC
9
PointState Capital
New York
$751M +$356M +6,679,082 +81%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$747M +$105M +1,972,944 +15%
Invesco
11
Invesco
Georgia
$745M -$217M -4,077,251 -22%
Norges Bank
12
Norges Bank
Norway
$723M +$134M +2,507,844 +21%
HCM
13
Highfields Capital Management
Massachusetts
$681M +$211M +3,958,375 +41%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$639M +$82.2M +1,543,748 +14%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$452M +$10.4M +194,662 +2%
BA
16
BlackRock Advisors
Delaware
$398M +$57.7M +1,084,314 +16%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$385M +$113M +2,130,847 +38%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$384M +$126M +2,375,340 +45%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$375M +$191M +3,594,209 +93%
JP Morgan Chase
20
JP Morgan Chase
New York
$365M +$88.6M +1,664,452 +30%
Bank of America
21
Bank of America
North Carolina
$364M -$26.2M -492,749 -6%
EVM
22
Eaton Vance Management
Massachusetts
$340M +$79.4M +1,491,755 +28%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$308M -$14.4M -269,555 -4%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$304M +$43.5M +817,492 +16%
SC
25
Sculptor Capital
New York
$272M -$140M -2,629,924 -33%

TEVA Hedge Fund Activity: Q2 2016 in Review

812 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Teva Pharmaceuticals (TEVA) for Q2 2016, worth a combined $30B — down 6.6% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TEVA and 57 opened new positions — a net loss of 19 holders — while 299 trimmed existing stakes and 304 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $713M. The largest seller was Fidelity Investments, cutting an estimated $510M.

  • 812 institutional investors held Teva Pharmaceuticals (TEVA) as of Q2 2016, down from 836 in Q1 2016.
  • Funds reported $30B of Teva Pharmaceuticals stock for Q2 2016, down 6.6% quarter-over-quarter.
  • 57 funds opened new Teva Pharmaceuticals positions in Q2 2016 and 76 closed out, a net change of -19 holders.
  • The largest Teva Pharmaceuticals buyer in Q2 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $713M added.
  • The largest Teva Pharmaceuticals seller in Q2 2016 was Fidelity Investments, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2016.