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Beam Therapeutics
BEAM

194 hedge funds and large institutions have $2.05B invested in Beam Therapeutics in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $16M | Put options by funds: $6.86M

66% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 47

11% more capital invested

Capital invested by funds: $1.85B → $2.05B (+$201M)

0.84% more ownership

Funds ownership: 83.39% → 84.24% (+0.84%)

6% less funds holding

Funds holding: 206 → 194 (-12)

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
78
Reduced
47
Closed
31
Calls
$16M
Puts
$6.86M
Net Calls
+$9.17M
Net Calls Change
+$16.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$34.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
4
NAMA
Nikko Asset Management Americas
New York
+$18.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$18.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$15.1M
2
Bank of America
Bank of America
North Carolina
-$6.47M
3
AIM
ARK Investment Management
Florida
-$6.19M
4
EC
EcoR1 Capital
California
-$6.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
151
TFC Financial Management
Massachusetts
$32.8K – – –
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$23.4K +$14.3K +440 +150%
SWM
153
Spire Wealth Management
Virginia
$23.3K -$14.6K -450 -38%
FHA
154
First Horizon Advisors
Tennessee
$20K -$1.75K -54 -8%
EWM
155
Endurance Wealth Management
Rhode Island
$19K – – –
AWM
156
AllSquare Wealth Management
New York
$17.9K – – –
VFA
157
Virtus Fund Advisers
Connecticut
$14.9K – – –
AF
158
Allworth Financial
California
$13.4K +$1.85K +57 +16%
NA
159
NewEdge Advisors
Louisiana
$12.9K -$21.6K -667 -62%
First Manhattan
160
First Manhattan
New York
$12.8K – – –
RTC
161
Riverview Trust Company
Washington
$12.5K +$12.7K +390 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$11K +$8.5K +262 +320%
US Bancorp
163
US Bancorp
Minnesota
$10.1K -$9.54K -294 -48%
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$9K – – –
ADL
165
Asset Dedication LLC
California
$8K – – –
NFSG
166
Newbridge Financial Services Group
Florida
$7.98K – – –
LOIM
167
Liberty One Investment Management
Illinois
$7.34K – – –
BHWM
168
Beaird Harris Wealth Management
Texas
$6.74K – – –
C
169
Covestor
United Kingdom
$6K -$32 -1 -0.6%
RG
170
Retirement Group
California
$5.11K +$5.19K +160 New
BEI
171
Benjamin Edwards Inc
Missouri
$5K +$3.44K +106 +193%
RA
172
Rational Advisors
New York
$4.02K – – –
VCM
173
Versant Capital Management
Arizona
$3.35K +$3.41K +105 New
PB
174
Pinnacle Bancorp
Nebraska
$3.1K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$3K – – –
5 6
7
8 9

BEAM Hedge Fund Activity: Q2 2023 in Review

194 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q2 2023, worth a combined $2.05B — up 11% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BEAM and 20 opened new positions — a net loss of 11 holders — while 47 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $34.4M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $15.1M sold.

  • 194 institutional investors held Beam Therapeutics (BEAM) as of Q2 2023, down from 206 in Q1 2023.
  • Funds reported $2.05B of Beam Therapeutics stock for Q2 2023, up 11% quarter-over-quarter.
  • 20 funds opened new Beam Therapeutics positions in Q2 2023 and 31 closed out, a net change of -11 holders.
  • The largest Beam Therapeutics buyer in Q2 2023 was BlackRock, an estimated $34.4M added.
  • The largest Beam Therapeutics seller in Q2 2023 was Capital Research Global Investors, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2023.