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Black Diamond Therapeutics

88 hedge funds and large institutions have $200M invested in Black Diamond Therapeutics in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $243K | Put options by funds: $51K

87% more capital invested

Capital invested by funds: $107M → $200M (+$92.8M)

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

16% more funds holding

Funds holding: 7688 (+12)

2.4% more ownership

Funds ownership: 73.84%76.24% (+2.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
24
Reduced
22
Closed
14
Calls
$243K
Puts
$51K
Net Calls
+$192K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1
Bellevue Group
Switzerland
$43.2M -$72.6K -18,000 -0.2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$34.1M +$11.3M +2,797,486 +71%
NMC
3
NEA Management Company
Maryland
$22.6M
RCM
4
RA Capital Management
Massachusetts
$17.9M
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.66M -$169K -41,793 -2%
TCM
6
Tang Capital Management
California
$8.13M -$806K -200,000 -11%
BlackRock
7
BlackRock
New York
$7M +$123K +30,475 +2%
AG
8
Artal Group
Luxembourg
$5.31M -$4.03M -1,000,000 -49%
LCM
9
Laurion Capital Management
New York
$4.45M +$3.54M +878,286 New
KCM
10
Kennedy Capital Management
Missouri
$3.64M -$95.6K -23,718 -3%
BOCH
11
Blue Owl Capital Holdings
New York
$3.52M
DCM
12
Driehaus Capital Management
Illinois
$3.07M -$367K -91,068 -13%
Millennium Management
13
Millennium Management
New York
$2.77M +$1.71M +424,428 +348%
BC
14
Boxer Capital
California
$2.57M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.15M +$821K +203,613 +92%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.94M +$130K +32,167 +9%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.82M -$37.2K -9,229 -3%
Goldman Sachs
18
Goldman Sachs
New York
$1.69M +$1.16M +287,263 +625%
Verition Fund Management
19
Verition Fund Management
Connecticut
$1.67M -$4.94M -1,225,723 -79%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.59M +$1.27M +314,502 New
BC
21
BIT Capital
Germany
$1.4M +$1.11M +275,307 New
UOC
22
UBS O'Connor
Illinois
$1.3M +$1.04M +257,000 New
Jane Street
23
Jane Street
New York
$1.27M +$787K +195,285 +353%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.08M -$959K -237,800 -53%
BCM
25
Bridgeway Capital Management
Texas
$877K -$76.6K -19,000 -10%

BDTX Hedge Fund Activity: Q1 2024 in Review

88 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Black Diamond Therapeutics (BDTX) for Q1 2024, worth a combined $200M — up 87% from $107M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BDTX positions and 14 closed out — a net gain of 12 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $11.3M. The largest seller was Verition Fund Management, cutting an estimated $4.94M.

  • 88 institutional investors held Black Diamond Therapeutics (BDTX) as of Q1 2024, up from 76 in Q4 2023.
  • Funds reported $200M of Black Diamond Therapeutics stock for Q1 2024, up 87% quarter-over-quarter.
  • 26 funds opened new Black Diamond Therapeutics positions in Q1 2024 and 14 closed out, a net change of +12 holders.
  • The largest Black Diamond Therapeutics buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $11.3M added.
  • The largest Black Diamond Therapeutics seller in Q1 2024 was Verition Fund Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2024.