Guru Ownership Trend
Guru Analysis for Bausch Health Companies Inc. (BHC)
Bausch Health Companies Inc. (BHC), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $430.39 M.
Top institutional holders include John Paulson and Howard Marks.
Notably, John Paulson has expressed high conviction in this stock, allocating 15.37% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $16.05 M net inflow during the quarter.
Recent activity highlights John Paulson who increased their stake by 115.8%. Conversely, Ray Dalio reduced exposure by 41.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 15.37% | Add 115.8% | 70,755,869 | $456.38 M | Q3 2025 | |
| 0.13% | 1,270,000 | $8.19 M | Q3 2025 | ||
| 0.01% | Add 55.7% | 1,184,672 | $7.64 M | Q3 2025 | |
| 0.06% | Reduce -9.1% | 906,044 | $5.84 M | Q3 2025 | |
| 0.01% | Reduce -41.4% | 436,553 | $2.82 M | Q3 2025 | |
| 0.00% | New Buy | 270,000 | $1.74 M | Q3 2025 | |
| 0.01% | New Buy | 100,000 | $645,000 | Q3 2025 | |
| 0.00% | Reduce -24.4% | 57,024 | $367,805 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Bausch Health Companies Inc. (BHC)
Major holders include John Paulson ($456.38 M), Howard Marks ($8.19 M), Renaissance Technologies ($7.64 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 74.98 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.05 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BHC. The total reported sell value was $233.93 M.
Yes, 2 managers opened new positions in BHC, and 2 increased their existing holdings. The total reported buy value was $249.99 M.