Holdings Channel



BHVN Holdings Changes image
This page summarizes the BHVN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether BHVN is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing BHVN Share Count
CWM LLC 329 730 +401 +121.88%
GAMMA Investing LLC 26 50 +24 +92.31%
Capstone Investment Advisors LLC 5,486 10,336 +4,850 +88.41%
Legato Capital Management LLC 10,960 16,694 +5,734 +52.32%
Ronald Blue Trust Inc. 11 14 +3 +27.27%
Commonwealth Equity Services LLC 11,358 12,188 +830 +7.31%
Zurcher Kantonalbank Zurich Cantonalbank 15,863 16,653 +790 +4.98%
13F Filers Reporting New Positions In BHVN
Proequities Inc. 0 0 UNCH 100%
Moody Aldrich Partners LLC 0 30,547 +30,547 +100%
SeaBridge Investment Advisors LLC 0 27,451 +27,451 +100%
GHP Investment Advisors Inc. 0 100 +100 +100%
Cutler Group LP 0 1,100 +1,100 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 13 +13 +100%
Cypress Wealth Services LLC 0 5,965 +5,965 +100%
TFC Financial Management 0 3 +3 +100%
13F Filers With Unchanged Share Count
NBC Securities Inc. 79 79 UNCH 0.00%
Massmutual Trust Co. FSB ADV 1 1 UNCH 0.00%
Farmers & Merchants Investments Inc. 500 500 UNCH 0.00%
Weybosset Research & Management LLC 13,640 13,640 UNCH 0.00%
Harbor Investment Advisory LLC 5 5 UNCH 0.00%
Private Advisor Group LLC 5,388 5,388 UNCH 0.00%
JFS Wealth Advisors LLC 6 6 UNCH 0.00%
GPS Wealth Strategies Group LLC 5 5 UNCH 0.00%
Lindbrook Capital LLC 624 624 UNCH 0.00%
Concord Wealth Partners 10 10 UNCH 0.00%
Constitution Capital LLC 7,000 7,000 UNCH 0.00%
FSC Wealth Advisors LLC 15,000 15,000 UNCH 0.00%
Fortitude Family Office LLC 5 5 UNCH 0.00%
SYSTM Wealth Solutions LLC 7 7 UNCH 0.00%
13F Filers Decreasing BHVN Share Count
Raymond James & Associates 28,499 8,345 -20,154 -70.72%
Amalgamated Bank 6,121 2,334 -3,787 -61.87%
Mirae Asset Global Investments Co. Ltd. 40,094 31,826 -8,268 -20.62%
Principal Financial Group Inc. 27,935 23,633 -4,302 -15.40%
Raymond James Financial Services Advisors Inc. 8,473 7,327 -1,146 -13.53%
Bank of New York Mellon Corp 268,171 246,637 -21,534 -8.03%
Oak Ridge Investments LLC 7,802 7,393 -409 -5.24%
Private Wealth Management Group LLC 20 19 -1 -5.00%
Simon Quick Advisors LLC 74,968 73,897 -1,071 -1.43%
Allworth Financial LP 70 69 -1 -1.43%
13F Filers Exiting BHVN
Banque Cantonale Vaudoise 169 0 -169 -100.00%
Simplex Trading LLC 4,654 0 -4,654 -100.00%
Weiss Multi Strategy Advisers LLC 43,944 0 -43,944 -100.00%

See Summary: Institutional Holders of BHVN
See Details: Top 10 Hedge Funds Holding BHVN
Also See: BHVN Insider Buying

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