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Assembly Biosciences

100 hedge funds and large institutions have $576M invested in Assembly Biosciences in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $204M → $576M (+$372M)

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

11% more call options, than puts

Call options by funds: $5.19M | Put options by funds: $4.66M

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

2% more funds holding

Funds holding: 98100 (+2)

0.53% more ownership

Funds ownership: 6.72%7.25% (+0.53%)

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
42
Reduced
26
Closed
20
Calls
$5.19M
Puts
$4.66M
Net Calls
+$534K
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EcoR1 Capital
California
$48.9M +$35.2M +190,972 +2,372%
Jennison Associates
2
Jennison Associates
New York
$48M +$94.1K +511 +0.3%
BlackRock
3
BlackRock
New York
$40.7M +$3.85M +20,905 +14%
CCM
4
Consonance Capital Management
New York
$38.4M +$28.8M +156,533 New
BBA
5
Baker Bros. Advisors
New York
$31.5M +$11.3M +61,531 +92%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$31.1M -$6.89M -37,412 -23%
RSCM
7
Rock Springs Capital Management
Maryland
$30.7M +$3.07M +16,667 +15%
Vanguard Group
8
Vanguard Group
Pennsylvania
$29.7M +$4.39M +23,813 +25%
Victory Capital Management
9
Victory Capital Management
Texas
$27.1M +$20.3M +110,091 +30,245%
AC
10
Armistice Capital
New York
$23.7M -$20.1M -109,334 -53%
Citadel Advisors
11
Citadel Advisors
Florida
$20.6M +$8.32M +45,159 +117%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$18.2M +$13.6M +73,974 New
Franklin Resources
13
Franklin Resources
California
$14.8M +$11.1M +60,400 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$14.7M +$8.44M +45,827 +329%
SAM
15
Sectoral Asset Management
Quebec, Canada
$14.2M -$417K -2,266 -4%
State Street
16
State Street
Massachusetts
$9.53M +$204K +1,108 +3%
EA
17
Emerald Advisers
Pennsylvania
$8.92M -$15.8K -86 -0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$8.71M +$1.19M +6,460 +22%
N
19
Nuveen
North Carolina
$7.21M +$2.08M +11,305 +63%
MWNA
20
Marshall Wace North America
New York
$6.97M +$5.11M +27,760 +4,435%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.95M +$715K +3,882 +16%
Northern Trust
22
Northern Trust
Illinois
$6.06M -$31.7K -172 -0.7%
Axa
23
Axa
France
$4.53M -$599K -3,254 -15%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.18M +$1.22M +6,596 +63%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.03M -$1.23M -6,666 -29%

ASMB Hedge Fund Activity: Q4 2019 in Review

100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Assembly Biosciences (ASMB) for Q4 2019, worth a combined $576M — up 183% from $204M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ASMB positions and 20 closed out — a net gain of 2 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was EcoR1 Capital, adding an estimated $35.2M. The largest seller was Armistice Capital, cutting an estimated $20.1M.

  • 100 institutional investors held Assembly Biosciences (ASMB) as of Q4 2019, up from 98 in Q3 2019.
  • Funds reported $576M of Assembly Biosciences stock for Q4 2019, up 183% quarter-over-quarter.
  • 22 funds opened new Assembly Biosciences positions in Q4 2019 and 20 closed out, a net change of +2 holders.
  • The largest Assembly Biosciences buyer in Q4 2019 was EcoR1 Capital, an estimated $35.2M added.
  • The largest Assembly Biosciences seller in Q4 2019 was Armistice Capital, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2019.