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BridgeBio Pharma

161 hedge funds and large institutions have $8.37B invested in BridgeBio Pharma in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

229% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $8.42M

91% more capital invested

Capital invested by funds: $4.39B → $8.37B (+$3.98B)

73% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

25% more funds holding

Funds holding: 129161 (+32)

2.37% more ownership

Funds ownership: 96.31%98.68% (+2.4%)

Holders
161
Holders Change
+32
Holders Change %
+24.81%
% of All Funds
2.85%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
64
Reduced
37
Closed
11
Calls
$27.7M
Puts
$8.42M
Net Calls
+$19.3M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$2.45B
Viking Global Investors
2
Viking Global Investors
Connecticut
$1.89B
PA
3
Perceptive Advisors
New York
$477M
BlackRock
4
BlackRock
New York
$463M +$19.2M +397,407 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$458M +$7.05M +146,194 +2%
HA
6
HHLR Advisors
Cayman Islands
$335M
ACM
7
Aisling Capital Management
New York
$284M
SUT
8
SC US (TTGP)
California
$181M
State Street
9
State Street
Massachusetts
$163M -$2.8M -57,985 -2%
CAM
10
Cormorant Asset Management
Massachusetts
$161M
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$127M +$4.44M +92,074 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$100M +$18.6M +386,318 +38%
JP Morgan Chase
13
JP Morgan Chase
New York
$96.3M +$2.47M +51,111 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$86M +$2.46M +51,066 +4%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$76.4M +$22.2M +459,242 +75%
Northern Trust
16
Northern Trust
Illinois
$59.2M -$951K -19,704 -2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$55.3M +$37.5M +777,031 New
DGM
18
Darwin Global Management
Jersey
$47.1M +$32M +662,958 New
Norges Bank
19
Norges Bank
Norway
$45M +$2.89M +59,921 +10%
Goldman Sachs
20
Goldman Sachs
New York
$44.5M +$2.76M +57,158 +10%
TCM
21
TimesSquare Capital Management
New York
$43.1M -$1.91M -39,670 -6%
IAM
22
Iridian Asset Management
Connecticut
$38.7M +$26.3M +544,127 New
Citigroup
23
Citigroup
New York
$38.4M -$8.98M -186,055 -26%
Charles Schwab
24
Charles Schwab
California
$37.6M +$285K +5,900 +1%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$30.1M +$377K +7,811 +2%

BBIO Hedge Fund Activity: Q4 2020 in Review

161 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BridgeBio Pharma (BBIO) for Q4 2020, worth a combined $8.37B — up 91% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BBIO positions and 11 closed out — a net gain of 32 holders — while 64 added to existing stakes and 37 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $37.5M. The largest seller was American International Group, cutting an estimated $110M.

  • 161 institutional investors held BridgeBio Pharma (BBIO) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $8.37B of BridgeBio Pharma stock for Q4 2020, up 91% quarter-over-quarter.
  • 43 funds opened new BridgeBio Pharma positions in Q4 2020 and 11 closed out, a net change of +32 holders.
  • The largest BridgeBio Pharma buyer in Q4 2020 was Rockefeller Capital Management, an estimated $37.5M added.
  • The largest BridgeBio Pharma seller in Q4 2020 was American International Group, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2020.