CCM
BPMC

Cadian Capital Management’s Blueprint Medicines BPMC Stock Holding History

Cadian Capital Management’s Portfolio BPMC Stock Details BPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,459,431
Closed -$96.2M – 33
2022
Q3 		$96.2M Sell
1,459,431
-561,198
-28% -$36M 5.62% 6
2022
Q2 		$102M Buy
2,020,629
+99,282
+5% +$5.82M 6.89% 4
2022
Q1 		$123M Buy
1,921,347
+1,470,690
+326% +$106M 6.13% 5
2021
Q4 		$48.3M Sell
450,657
-601,546
-57% -$62.9M 2.65% 14
2021
Q3 		$108M Sell
1,052,203
-269,110
-20% -$25.1M 4.08% 7
2021
Q2 		$116M Buy
1,321,313
+407,611
+45% +$37.3M 5.16% 7
2021
Q1 		$88.8M Sell
913,702
-145,748
-14% -$14.6M 3.29% 12
2020
Q4 		$119M Sell
1,059,450
-1,627,406
-61% -$172M 3.05% 14
2020
Q3 		$249M Buy
2,686,856
+1,488,867
+124% +$115M 8.11% 3
2020
Q2 		$93.4M Sell
1,197,989
-28,107
-2% -$1.9M 3.88% 12
2020
Q1 		$71.7M Sell
1,226,096
-741,942
-38% -$47.7M 3.53% 13
2019
Q4 		$158M Buy
1,968,038
+549,334
+39% +$41.1M 6.96% 3
2019
Q3 		$104M Buy
1,418,704
+895,443
+171% +$77.4M 4.96% 7
2019
Q2 		$49.4M Buy
523,261
+323,261
+162% +$26.7M 2.23% 18
2019
Q1 		$16M Buy
+200,000
New +$14.8M 0.62% 26
2017
Q4 		– Sell
-313,965
Closed -$21.9M – 28
2017
Q3 		$21.9M Sell
313,965
-143,137
-31% -$7.65M 1.02% 27
2017
Q2 		$23.2M Buy
457,102
+282,202
+161% +$12M 1.13% 27
2017
Q1 		$6.99M Buy
+174,900
New +$6.26M 0.33% 39

Other funds holding BPMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Cadian Capital Management's BPMC Position: Q4 2022 in Review

Cadian Capital Management sold out of Blueprint Medicines (BPMC) in Q4 2022, closing a stake of 1,459,431 shares — an estimated $96.2M sold.

Cadian Capital Management first reported a position in BPMC in Q1 2017 and held it in 18 quarters. The position peaked at $249M in Q3 2020. 223 funds tracked by Wall St. Rank hold BPMC as of Q4 2022.

  • Cadian Capital Management reported no remaining Blueprint Medicines position as of Q4 2022 after selling out during the quarter.
  • Cadian Capital Management sold 1,459,431 Blueprint Medicines shares in Q4 2022, an estimated $96.2M.
  • Cadian Capital Management first reported a position in Blueprint Medicines in Q1 2017 and held it in 18 quarters.
  • Cadian Capital Management's Blueprint Medicines position peaked at $249M in Q3 2020.
  • 223 funds tracked by Wall St. Rank held Blueprint Medicines as of Q4 2022.

Based on Cadian Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.