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Beam Therapeutics

231 hedge funds and large institutions have $5.85B invested in Beam Therapeutics in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 44

78% more call options, than puts

Call options by funds: $72.3M | Put options by funds: $40.6M

70% more capital invested

Capital invested by funds: $3.43B → $5.85B (+$2.41B)

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

11% more funds holding

Funds holding: 209231 (+22)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.77% more ownership

Funds ownership: 68.91%72.68% (+3.8%)

Holders
231
Holders Change
+22
Holders Change %
+10.53%
% of All Funds
4.02%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
56
Increased
85
Reduced
44
Closed
34
Calls
$72.3M
Puts
$40.6M
Net Calls
+$31.8M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$605K +$72.4K +909 +24%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$587K -$1.27M -16,000 -75%
MC
128
Moors & Cabot
Massachusetts
$537K +$93.2K +1,170 +39%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$533K +$86.5K +1,086 +36%
WS
130
Wedbush Securities
California
$518K +$9.96K +125 +3%
CCA
131
Cobblestone Capital Advisors
New York
$514K
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$510K +$316K +3,965 New
GH
133
GAM Holding
Switzerland
$496K +$307K +3,856 New
CAM
134
Cresset Asset Management
Illinois
$492K -$477K -5,981 -61%
DCM
135
Dupont Capital Management
Delaware
$490K +$303K +3,805 New
Prudential Financial
136
Prudential Financial
New Jersey
$479K +$33.5K +420 +13%
SCA
137
Spearhead Capital Advisors
Florida
$478K +$296K +3,712 New
AIP
138
Ameritas Investment Partners
Nebraska
$474K +$27.2K +342 +10%
HSA
139
Hussman Strategic Advisors
Maryland
$463K
Franklin Resources
140
Franklin Resources
California
$436K +$65.2K +818 +32%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$430K -$56.9K -714 -18%
William Blair & Company
142
William Blair & Company
Illinois
$425K
SC
143
Scholtz & Company
Connecticut
$379K +$235K +2,945 New
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$344K -$104K -1,311 -33%
IFWM
145
Institute for Wealth Management
Colorado
$335K +$207K +2,600 New
MAM
146
Meeder Asset Management
Ohio
$331K +$84.3K +1,058 +70%
X
147
Xponance
Pennsylvania
$331K +$205K +2,572 New
SBIA
148
Sheaff Brock Investment Advisors
Indiana
$322K
VIA
149
Vident Investment Advisory
Georgia
$316K +$195K +2,453 New
HH
150
Hilltop Holdings
Texas
$315K +$195K +2,450 New

BEAM Hedge Fund Activity: Q2 2021 in Review

231 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q2 2021, worth a combined $5.85B — up 70% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BEAM positions and 34 closed out — a net gain of 22 holders — while 85 added to existing stakes and 44 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $134M. The largest seller was Redmile Group, cutting an estimated $38.2M.

  • 231 institutional investors held Beam Therapeutics (BEAM) as of Q2 2021, up from 209 in Q1 2021.
  • Funds reported $5.85B of Beam Therapeutics stock for Q2 2021, up 70% quarter-over-quarter.
  • 56 funds opened new Beam Therapeutics positions in Q2 2021 and 34 closed out, a net change of +22 holders.
  • The largest Beam Therapeutics buyer in Q2 2021 was ARK Investment Management, an estimated $134M added.
  • The largest Beam Therapeutics seller in Q2 2021 was Redmile Group, an estimated $38.2M sold.

Based on aggregated 13F filings for Q2 2021.