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Teva Pharmaceuticals

507 hedge funds and large institutions have $11.2B invested in Teva Pharmaceuticals in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 129 increasing their positions, 209 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

18% more capital invested

Capital invested by funds: $9.47B → $11.2B (+$1.75B)

5.36% more ownership

Funds ownership: 53.04%58.39% (+5.4%)

5% less funds holding

Funds holding: 535507 (-28)

20% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 123

23% less call options, than puts

Call options by funds: $617M | Put options by funds: $807M

38% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 209

Holders
507
Holders Change
-28
Holders Change %
-5.23%
% of All Funds
11.5%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
98
Increased
129
Reduced
209
Closed
123
Calls
$617M
Puts
$807M
Net Calls
-$189M
Net Calls Change
+$66.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.87B +$431M +28,656,135 +41%
Franklin Resources
2
Franklin Resources
California
$1.51B +$90.4M +6,009,897 +8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$903M +$186M +12,381,850 +35%
HCM
4
Highfields Capital Management
Massachusetts
$659M +$138M +9,171,368 +36%
BlackRock
5
BlackRock
New York
$565M +$9.2M +611,815 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$467M -$21.7M -1,444,706 -6%
NC
7
Northern Cross
Massachusetts
$421M -$8.57M -569,597 -3%
ACM
8
Abrams Capital Management
Massachusetts
$374M -$28.3M -1,880,763 -9%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$358M +$284M +18,875,721 New
BC
10
Brahman Capital
New York
$188M +$150M +9,945,512 New
Bank of America
11
Bank of America
North Carolina
$175M +$90.7M +6,026,437 +187%
Norges Bank
12
Norges Bank
Norway
$174M -$8.48M -563,437 -6%
PCM
13
Polaris Capital Management
Massachusetts
$169M +$74.3M +4,939,569 +124%
State Street
14
State Street
Massachusetts
$168M +$27.8M +1,851,036 +26%
AllianceBernstein
15
AllianceBernstein
Tennessee
$142M -$76.1M -5,058,097 -40%
Morgan Stanley
16
Morgan Stanley
New York
$122M +$3.47M +230,685 +4%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$118M +$94.1M +6,252,599 New
Northern Trust
18
Northern Trust
Illinois
$112M -$3.02M -200,992 -3%
Capital World Investors
19
Capital World Investors
California
$87.2M +$60.2K +4,000 +0.1%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$83.3M -$27M -1,796,072 -29%
O
21
OppenheimerFunds
New York
$69.4M +$55.1M +3,663,208 New
JP
22
Jana Partners
New York
$67.9M +$53.9M +3,582,713 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$66.8M +$481K +32,000 +0.9%
Goldman Sachs
24
Goldman Sachs
New York
$66.1M +$33.7M +2,238,537 +179%
TA
25
Teachers Advisors
New York
$61M +$19.4M +1,286,637 +67%

TEVA Hedge Fund Activity: Q4 2017 in Review

507 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Teva Pharmaceuticals (TEVA) for Q4 2017, worth a combined $11.2B — up 18% from $9.47B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of TEVA and 98 opened new positions — a net loss of 25 holders — while 209 trimmed existing stakes and 129 added.

The largest buyer was Capital Research Global Investors, adding an estimated $431M. The largest seller was Bank of New York Mellon, cutting an estimated $193M.

  • 507 institutional investors held Teva Pharmaceuticals (TEVA) as of Q4 2017, down from 535 in Q3 2017.
  • Funds reported $11.2B of Teva Pharmaceuticals stock for Q4 2017, up 18% quarter-over-quarter.
  • 98 funds opened new Teva Pharmaceuticals positions in Q4 2017 and 123 closed out, a net change of -25 holders.
  • The largest Teva Pharmaceuticals buyer in Q4 2017 was Capital Research Global Investors, an estimated $431M added.
  • The largest Teva Pharmaceuticals seller in Q4 2017 was Bank of New York Mellon, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2017.