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Black Diamond Therapeutics

80 hedge funds and large institutions have $968M invested in Black Diamond Therapeutics in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

74% more capital invested

Capital invested by funds: $556M → $968M (+$412M)

23% more funds holding

Funds holding: 6580 (+15)

2.34% more ownership

Funds ownership: 62.09%64.43% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
29
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
1
NEA Management Company
Maryland
$145M
RCM
2
RA Capital Management
Massachusetts
$109M
BC
3
Boxer Capital
California
$84.9M
AG
4
Artal Group
Luxembourg
$65.2M -$5.52M -150,000 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.1M -$6M -163,075 -10%
BG
6
Bellevue Group
Switzerland
$59.1M +$2.69M +73,000 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$56.5M +$2.9M +78,899 +6%
PA
8
Perceptive Advisors
New York
$44M
Vanguard Group
9
Vanguard Group
Pennsylvania
$35.2M +$7.45M +202,540 +32%
BlackRock
10
BlackRock
New York
$31.7M +$6.8M +184,680 +33%
DCM
11
Driehaus Capital Management
Illinois
$25M +$387K +10,517 +2%
DM
12
Deerfield Management
New York
$22.6M
Capital World Investors
13
Capital World Investors
California
$22.1M
ACA
14
Avoro Capital Advisors
New York
$22.1M +$120K +3,250 +0.6%
Federated Hermes
15
Federated Hermes
Pennsylvania
$20M +$2.75M +74,727 +19%
Jennison Associates
16
Jennison Associates
New York
$18.1M +$83.5K +2,268 +0.5%
BI
17
BVF Inc
California
$16M
CC
18
Casdin Capital
New York
$12.2M
Wells Fargo
19
Wells Fargo
California
$12M +$9.8M +266,336 +1,464%
State Street
20
State Street
Massachusetts
$9.7M +$1.51M +41,095 +22%
Franklin Resources
21
Franklin Resources
California
$8.52M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.66M +$3.36M +91,367 +101%
IC
23
Ikarian Capital
Texas
$7.49M +$6.53M +177,544 New
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$6.91M +$959K +26,052 +19%
VC
25
Vivo Capital
California
$6.34M -$3.75M -101,770 -40%

BDTX Hedge Fund Activity: Q2 2020 in Review

80 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Black Diamond Therapeutics (BDTX) for Q2 2020, worth a combined $968M — up 74% from $556M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BDTX positions and 4 closed out — a net gain of 16 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.8M. The largest seller was Fidelity Investments, cutting an estimated $6M.

  • 80 institutional investors held Black Diamond Therapeutics (BDTX) as of Q2 2020, up from 65 in Q1 2020.
  • Funds reported $968M of Black Diamond Therapeutics stock for Q2 2020, up 74% quarter-over-quarter.
  • 20 funds opened new Black Diamond Therapeutics positions in Q2 2020 and 4 closed out, a net change of +16 holders.
  • The largest Black Diamond Therapeutics buyer in Q2 2020 was Wells Fargo, an estimated $9.8M added.
  • The largest Black Diamond Therapeutics seller in Q2 2020 was Fidelity Investments, an estimated $6M sold.

Based on aggregated 13F filings for Q2 2020.