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Beam Therapeutics

185 hedge funds and large institutions have $1.99B invested in Beam Therapeutics in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $9.99M | Put options by funds: $5.74M

23% more capital invested

Capital invested by funds: $1.62B → $1.99B (+$368M)

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

4.57% more ownership

Funds ownership: 85.14%89.71% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 194185 (-9)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
185
Holders Change
-9
Holders Change %
-4.64%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
64
Reduced
56
Closed
38
Calls
$9.99M
Puts
$5.74M
Net Calls
+$4.25M
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
126
Virtus ETF Advisers
New York
$84.6K +$77.2K +3,108 New
VIA
127
Virtus Investment Advisers
Connecticut
$83K
US Bancorp
128
US Bancorp
Minnesota
$54.9K -$174 -7 -0.3%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$53K -$3.5K -141 -7%
KBC Group
130
KBC Group
Belgium
$49K +$15.4K +620 +53%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$48K -$5.84K -235 -12%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$42.6K +$22.9K +923 +144%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$41K +$24.8K +1,000 +200%
QCG
134
Quadrant Capital Group
Ohio
$32.7K -$3.18K -128 -10%
VanEck Associates
135
VanEck Associates
New York
$31K +$1.42K +57 +5%
FFA
136
Fairfield Financial Advisors
Massachusetts
$30.1K
S
137
SignatureFD
Georgia
$27.8K -$41.3K -1,661 -62%
LSA
138
Leonteq Securities AG
Switzerland
$27.4K -$27.7K -1,115 -53%
FHA
139
First Horizon Advisors
Tennessee
$27.1K +$13.8K +554 +126%
Comerica Bank
140
Comerica Bank
Texas
$26.5K +$10.8K +435 +81%
LC
141
Lindbrook Capital
California
$18.3K +$8.02K +323 +93%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$17.7K -$66.1K -2,661 -80%
LOIM
143
Liberty One Investment Management
Illinois
$16K +$7.87K +317 +117%
AF
144
Allworth Financial
California
$15.4K -$13.4K -539 -49%
ASN
145
Advisory Services Network
Georgia
$13K +$11.8K +476 New
VFA
146
Virtus Fund Advisers
Connecticut
$12.7K
C
147
Covestor
United Kingdom
$11K +$5.51K +222 +125%
BTI
148
Blue Trust Inc
Georgia
$11K +$11.9K +478 New
NA
149
NewEdge Advisors
Louisiana
$10.9K -$99 -4 -1%
SPIA
150
Steward Partners Investment Advisory
New York
$8.17K +$7.45K +300 New

BEAM Hedge Fund Activity: Q4 2023 in Review

185 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q4 2023, worth a combined $1.99B — up 23% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BEAM and 32 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 64 added.

The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Temasek Holdings, cutting an estimated $30.8M.

  • 185 institutional investors held Beam Therapeutics (BEAM) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $1.99B of Beam Therapeutics stock for Q4 2023, up 23% quarter-over-quarter.
  • 32 funds opened new Beam Therapeutics positions in Q4 2023 and 38 closed out, a net change of -6 holders.
  • The largest Beam Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $195M added.
  • The largest Beam Therapeutics seller in Q4 2023 was Temasek Holdings, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2023.