O
BLU

OrbiMed’s BELLUS Health Inc. BLU Stock Holding History

OrbiMed’s Portfolio BLU Stock Details BLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,108,900
Closed -$36.8M – 141
2023
Q1 		$36.8M Buy
5,108,900
+400,000
+8% +$3.1M 0.72% 45
2022
Q4 		$38.7M Buy
4,708,900
+74,000
+2% +$690K 0.74% 50
2022
Q3 		$49K Buy
4,634,900
+3,180,100
+219% +$33.8M 0.91% 41
2022
Q2 		$13.4K Hold
1,454,800
– – 0.24% 76
2022
Q1 		$10.1M Hold
1,454,800
– – 0.16% 100
2021
Q4 		$11.7M Sell
1,454,800
-1,000,000
-41% -$6.64M 0.15% 112
2021
Q3 		$15M Sell
2,454,800
-1,500,000
-38% -$5.69M 0.16% 109
2021
Q2 		$12.3M Hold
3,954,800
– – 0.12% 117
2021
Q1 		$15.1M Sell
3,954,800
-234,793
-6% -$891K 0.14% 108
2020
Q4 		$12.6M Sell
4,189,593
-947,623
-18% -$2.57M 0.11% 118
2020
Q3 		$11.7M Hold
5,137,216
– – 0.15% 105
2020
Q2 		$53M Sell
5,137,216
-1,888,616
-27% -$19.1M 0.75% 44
2020
Q1 		$69.4M Hold
7,025,832
– – 1.17% 30
2019
Q4 		$53.1M Hold
7,025,832
– – 0.76% 42
2019
Q3 		$45.1M Buy
+7,025,832
New +$49.6M 0.86% 37

Other funds holding BLU

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
VAM
Vazirani Asset Management New York $43.4M AUM 84.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

OrbiMed's BLU Position: Q2 2023 in Review

OrbiMed sold out of BELLUS Health Inc. (BLU) in Q2 2023, closing a stake of 5,108,900 shares — an estimated $36.8M sold.

OrbiMed first reported a position in BLU in Q3 2019 and held it in 15 quarters. The position peaked at $69.4M in Q1 2020. 11 funds tracked by Wall St. Rank hold BLU as of Q2 2023.

  • OrbiMed reported no remaining BELLUS Health Inc. position as of Q2 2023 after selling out during the quarter.
  • OrbiMed sold 5,108,900 BELLUS Health Inc. shares in Q2 2023, an estimated $36.8M.
  • OrbiMed first reported a position in BELLUS Health Inc. in Q3 2019 and held it in 15 quarters.
  • OrbiMed's BELLUS Health Inc. position peaked at $69.4M in Q1 2020.
  • 11 funds tracked by Wall St. Rank held BELLUS Health Inc. as of Q2 2023.

Based on OrbiMed's 13F filing for Q2 2023, filed 14 Aug 2023.