Signal dossier · Q4 2025

BHC

Bausch Health · Healthcare

HoldLens verdict · single −100..+100 scale

NEUTRAL

on a signed +100 buy scale · NEUTRAL

Mixed or absent signals. Smart money is not decisively moving.

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−0

− Crowding penalty

−0

Owners: 1·Buyers: 0·Sellers: 0·How this is computed

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Ownership breadth · 8 quarters

Breadth flat

+0 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on BHC — grouped by quarter, ranked by manager quality.

No recent tracked 13F moves for BHC.

Check back after the next quarterly filing deadline — we update within hours of each 13F drop.

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for BHC — context for the moves above.

Who’s betting biggest on BHC

Healthcare sector →

Each bar is one manager’s position size in BHC as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Carl Icahn

4.1%

“Pharma turnaround bet.”

AI thesis

An AI-synthesised investment thesis for BHC, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of NEUTRAL positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the 0 conviction score.

Related smart-money signals

Derived from the same 13F filings

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.