HealthCor Management’s Blueprint Medicines BPMC Stock Holding History

HealthCor 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	$1.31M	Sell	30,000 -74,600	-71%	-$3.58M	1.2%	12
2022 Q3	$6.89M	Buy	+104,600	New	+$6.72M	0.86%	34
2020 Q3	–	Sell	-743,018	Closed	-$58M	–	47
2020 Q2	$58M	Sell	743,018 -537,352	-42%	-$36.3M	2.43%	20
2020 Q1	$74.9M	Buy	1,280,370 +971,832	+315%	+$62.5M	3.2%	11
2019 Q4	$24.7M	Sell	308,538 -300,879	-49%	-$22.5M	0.88%	40
2019 Q3	$44.8M	Buy	609,417 +226,913	+59%	+$19.6M	1.69%	24
2019 Q2	$36.1M	Buy	+382,504	New	+$31.6M	1.4%	30

Other funds holding BPMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

HealthCor Management's BPMC Position: Q4 2022 in Review

HealthCor Management reduced its Blueprint Medicines (BPMC) stake by 71% in Q4 2022, selling an estimated $3.58M and leaving 30,000 shares worth $1.31M. The position accounts for 1.2% of the portfolio, ranked #12.

HealthCor Management first reported a position in BPMC in Q2 2019 and has held it in 7 quarters since. The position peaked at $74.9M in Q1 2020. 223 funds tracked by Wall St. Rank hold BPMC as of Q4 2022.

HealthCor Management held 30,000 shares of Blueprint Medicines worth $1.31M as of Q4 2022.
HealthCor Management sold 74,600 Blueprint Medicines shares in Q4 2022, an estimated $3.58M.
Blueprint Medicines made up 1.2% of HealthCor Management's portfolio in Q4 2022, its #12 holding.
HealthCor Management first reported a position in Blueprint Medicines in Q2 2019 and has held it in 7 quarters since.
HealthCor Management's Blueprint Medicines position peaked at $74.9M in Q1 2020.
223 funds tracked by Wall St. Rank held Blueprint Medicines as of Q4 2022.

Based on HealthCor Management's 13F filing for Q4 2022, filed 15 Feb 2023.