BridgeBio Pharma
BBIO
95 hedge funds and large institutions have $3.27B invested in BridgeBio Pharma in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 16 closing their positions.
253% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $3.19M
141% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 17
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
8% more funds holding
Funds holding: 88 → 95 (+7)
4.45% more ownership
Funds ownership: 86.77% → 91.22% (+4.4%)
11% less capital invested
Capital invested by funds: $3.67B → $3.27B (-$392M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$79.5M |
| 2 |
State Street
Boston,
Massachusetts
|
+$28.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$14.7M |
| 4 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
+$13.6M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$42M |
| 2 |
AIG
American International Group
New York
|
-$25.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.5M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$4.57M |
| 5 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
-$2.75M |
BBIO Hedge Fund Activity: Q1 2020 in Review
95 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in BridgeBio Pharma (BBIO) for Q1 2020, worth a combined $3.27B — down 11% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BBIO positions and 16 closed out — a net gain of 9 holders — while 41 added to existing stakes and 17 trimmed.
The largest buyer was BlackRock, adding an estimated $79.5M. The largest seller was Janus Henderson Group, cutting an estimated $42M.
- 95 institutional investors held BridgeBio Pharma (BBIO) as of Q1 2020, up from 88 in Q4 2019.
- Funds reported $3.27B of BridgeBio Pharma stock for Q1 2020, down 11% quarter-over-quarter.
- 25 funds opened new BridgeBio Pharma positions in Q1 2020 and 16 closed out, a net change of +9 holders.
- The largest BridgeBio Pharma buyer in Q1 2020 was BlackRock, an estimated $79.5M added.
- The largest BridgeBio Pharma seller in Q1 2020 was Janus Henderson Group, an estimated $42M sold.
Based on aggregated 13F filings for Q1 2020.