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Beam Therapeutics

205 hedge funds and large institutions have $2.09B invested in Beam Therapeutics in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 45 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 45

6.19% more ownership

Funds ownership: 71.62%77.81% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less funds holding

Funds holding: 240205 (-35)

26% less capital invested

Capital invested by funds: $2.82B → $2.09B (-$732M)

35% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $17.5M

54% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 59

Holders
205
Holders Change
-35
Holders Change %
-14.58%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
91
Reduced
45
Closed
59
Calls
$11.4M
Puts
$17.5M
Net Calls
-$6.05M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$44K -$28.5K -718 -39%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$43K -$11.1K -280 -20%
CLOS
153
Compagnie Lombard Odier SCmA
Switzerland
$42K
Walleye Trading
154
Walleye Trading
New York
$42K +$43.5K +1,094 New
HIA
155
Harbor Investment Advisory
Maryland
$39K
BBHC
156
Brown Brothers Harriman & Co
New York
$35K -$11.1K -280 -24%
TFM
157
TFC Financial Management
Massachusetts
$28K
CG
158
Cutler Group
California
$26K -$9.1K -229 -25%
EWM
159
Endurance Wealth Management
Rhode Island
$24K -$3.98K -100 -14%
IBT
160
International Biotechnology Trust
United Kingdom
$23.5K +$36.2K +910 New
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$23K +$23.9K +600 New
AWM
162
AllSquare Wealth Management
New York
$22K
CI Investments Inc
163
CI Investments Inc
Ontario, Canada
$21K +$9.42K +237 +75%
Macquarie Group
164
Macquarie Group
Australia
$20K
HI
165
Hudock Inc
Pennsylvania
$19K
AF
166
Allworth Financial
California
$18K
First Manhattan
167
First Manhattan
New York
$15K
ADL
168
Asset Dedication LLC
California
$11K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$1.39K +35 +14%
NFSG
170
Newbridge Financial Services Group
Florida
$10K
Daiwa Securities Group
171
Daiwa Securities Group
Japan
$10K +$2.5K +63 +32%
IA
172
IFP Advisors
Florida
$9K
BHWM
173
Beaird Harris Wealth Management
Texas
$8K
TWA
174
TCI Wealth Advisors
Arizona
$8K +$5.41K +136 +179%
LS
175
Leelyn Smith
Illinois
$8K +$8.55K +215 New

BEAM Hedge Fund Activity: Q2 2022 in Review

205 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q2 2022, worth a combined $2.09B — down 26% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of BEAM and 27 opened new positions — a net loss of 32 holders — while 45 trimmed existing stakes and 91 added.

The largest buyer was State Street, adding an estimated $53.9M. The largest seller was Victory Capital Management, cutting an estimated $26.4M.

  • 205 institutional investors held Beam Therapeutics (BEAM) as of Q2 2022, down from 240 in Q1 2022.
  • Funds reported $2.09B of Beam Therapeutics stock for Q2 2022, down 26% quarter-over-quarter.
  • 27 funds opened new Beam Therapeutics positions in Q2 2022 and 59 closed out, a net change of -32 holders.
  • The largest Beam Therapeutics buyer in Q2 2022 was State Street, an estimated $53.9M added.
  • The largest Beam Therapeutics seller in Q2 2022 was Victory Capital Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2022.