OrbiMed’s BeOne Medicines Ltd ONC Stock Holding History

OrbiMed’s Portfolio ONC Stock Details ONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-282,500	Closed	-$37.3M	–	137
2019 Q1	$37.3M	Hold	282,500	–	–	0.58%	50
2018 Q4	$39.6M	Hold	282,500	–	–	0.73%	45
2018 Q3	$48.7M	Buy	282,500 +21,100	+8%	+$3.55M	0.59%	54
2018 Q2	$40.2M	Sell	261,400 -93,500	-26%	-$16.7M	0.48%	57
2018 Q1	$59.6M	Sell	354,900 -686,588	-66%	-$93M	0.74%	46
2017 Q4	$102M	Sell	1,041,488 -272,300	-21%	-$24.9M	1.29%	22
2017 Q3	$136M	Buy	1,313,788 +26,200	+2%	+$1.95M	1.3%	26
2017 Q2	$57.9M	Buy	1,287,588 +383,888	+42%	+$15.1M	0.61%	51
2017 Q1	$33.1M	Hold	903,700	–	–	0.38%	63
2016 Q4	$27.4M	Buy	+903,700	New	+$28.4M	0.35%	60
2016 Q3	–	Sell	-12,925	Closed	-$385K	–	152
2016 Q2	$385K	Buy	+12,925	New	+$379K	﹤0.01%	135

Other funds holding ONC

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

OrbiMed's ONC Position: Q2 2019 in Review

OrbiMed sold out of BeOne Medicines Ltd (ONC) in Q2 2019, closing a stake of 282,500 shares — an estimated $37.3M sold.

OrbiMed first reported a position in ONC in Q2 2016 and held it in 11 quarters. The position peaked at $136M in Q3 2017. 203 funds tracked by Wall St. Rank hold ONC as of Q2 2019.

OrbiMed reported no remaining BeOne Medicines Ltd position as of Q2 2019 after selling out during the quarter.
OrbiMed sold 282,500 BeOne Medicines Ltd shares in Q2 2019, an estimated $37.3M.
OrbiMed first reported a position in BeOne Medicines Ltd in Q2 2016 and held it in 11 quarters.
OrbiMed's BeOne Medicines Ltd position peaked at $136M in Q3 2017.
203 funds tracked by Wall St. Rank held BeOne Medicines Ltd as of Q2 2019.

Based on OrbiMed's 13F filing for Q2 2019, filed 14 Aug 2019.