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Beam Therapeutics

206 hedge funds and large institutions have $1.85B invested in Beam Therapeutics in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 58

4.17% more ownership

Funds ownership: 79.23%83.39% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 209206 (-3)

15% less capital invested

Capital invested by funds: $2.18B → $1.85B (-$330M)

34% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $20.1M

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
77
Reduced
58
Closed
30
Calls
$13.2M
Puts
$20.1M
Net Calls
-$6.94M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$59.2K -$7.06K -179 -8%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$54K +$553 +14 +0.8%
WWP
153
WR Wealth Planners
Missouri
$45.9K +$59.2K +1,500 New
VFA
154
Values First Advisors
Tennessee
$43.4K +$56K +1,419 New
FFA
155
Fairfield Financial Advisors
Massachusetts
$38.1K
CUAMC
156
China Universal Asset Management Company
China
$37.3K +$10.5K +265 +28%
SWM
157
Spire Wealth Management
Virginia
$36.1K -$169K -4,285 -78%
VanEck Associates
158
VanEck Associates
New York
$33K -$1.42K -36 -3%
NA
159
NewEdge Advisors
Louisiana
$32.8K -$12.9K -327 -23%
TFM
160
TFC Financial Management
Massachusetts
$31.4K +$32.2K +815 +384%
HIA
161
Harbor Investment Advisory
Maryland
$30.6K
Walleye Trading
162
Walleye Trading
New York
$25.6K -$480K -12,164 -94%
FHA
163
First Horizon Advisors
Tennessee
$20.9K -$79 -2 -0.3%
EWM
164
Endurance Wealth Management
Rhode Island
$19K
US Bancorp
165
US Bancorp
Minnesota
$18.7K +$7.46K +189 +45%
AWM
166
AllSquare Wealth Management
New York
$17.1K
AIP
167
Ahrens Investment Partners
Louisiana
$15.3K +$19.7K +500 New
BAM
168
Belpointe Asset Management
Nevada
$14.5K -$92.7K -2,350 -83%
VFA
169
Virtus Fund Advisers
Connecticut
$14.3K +$18.4K +467 New
First Manhattan
170
First Manhattan
New York
$12.2K
AF
171
Allworth Financial
California
$11.1K -$1.18K -30 -8%
DFCM
172
Dark Forest Capital Management
Puerto Rico
$9.4K +$12.1K +307 New
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$9K
IUHSA
174
Itau Unibanco Holding S.A.
Brazil
$8.97K -$2.53K -64 -18%
ADL
175
Asset Dedication LLC
California
$8K