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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
Daiwa Securities Group
151
Daiwa Securities Group
Japan
$8K
NFSG
152
Newbridge Financial Services Group
Florida
$6.8K
IUHSA
153
Itau Unibanco Holding S.A.
Brazil
$6.42K -$17.8K -717 -75%
BEI
154
Benjamin Edwards Inc
Missouri
$6K +$348 +14 +6%
GI
155
GAMMA Investing
California
$5.66K +$5.76K +232 New
SWM
156
Spire Wealth Management
Virginia
$5.33K
RG
157
Retirement Group
California
$4.36K
PS
158
Principal Securities
Iowa
$4.25K +$3.88K +156 New
AWM
159
AllSquare Wealth Management
New York
$3.27K
GWS
160
Glassman Wealth Services
Virginia
$3.27K +$646 +26 +28%
BHWM
161
Beaird Harris Wealth Management
Texas
$2.89K
PWMG
162
Private Wealth Management Group
New Jersey
$2.69K +$2.46K +99 New
PB
163
Pinnacle Bancorp
Nebraska
$2.64K
PA
164
Parallel Advisors
California
$2.34K -$5.64K -227 -73%
CSWM
165
Cassady Schiller Wealth Management
Ohio
$2.29K
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$2.1K +$745 +30 +64%
DF
167
Dunhill Financial
United Kingdom
$2.01K +$1.84K +74 New
ADL
168
Asset Dedication LLC
California
$2K -$4.97K -200 -75%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$2K
GRP
170
Global Retirement Partners
California
$1.88K
AA
171
Ancora Advisors
Ohio
$1.36K
CFFP
172
Center for Financial Planning
Michigan
$1.36K
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$1.36K +$1.24K +50 New
PSB
174
Piscataqua Savings Bank
New Hampshire
$1.36K
CG
175
Cutler Group
California
$1K

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.