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Beam Therapeutics

209 hedge funds and large institutions have $2.18B invested in Beam Therapeutics in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 57

1.68% more ownership

Funds ownership: 77.55%79.23% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 224209 (-15)

16% less capital invested

Capital invested by funds: $2.6B → $2.18B (-$420M)

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

56% less call options, than puts

Call options by funds: $8.74M | Put options by funds: $19.7M

Holders
209
Holders Change
-15
Holders Change %
-6.7%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
85
Reduced
57
Closed
38
Calls
$8.74M
Puts
$19.7M
Net Calls
-$11M
Net Calls Change
-$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
176
Beaird Harris Wealth Management
Texas
$8.25K
TWA
177
TCI Wealth Advisors
Arizona
$7.71K
C
178
Covestor
United Kingdom
$7K +$2.96K +66 +58%
IA
179
IFP Advisors
Florida
$6K -$14K -313 -51%
S
180
SignatureFD
Georgia
$5.87K +$896 +20 +15%
ASN
181
Advisory Services Network
Georgia
$5.08K +$5.82K +130 New
SFG
182
Steward Financial Group
Texas
$5K +$6.27K +140 New
RA
183
Rational Advisors
New York
$4.93K
Dimensional Fund Advisors
184
Dimensional Fund Advisors
Texas
$4.87K +$4.93M +110,050 +766%
CSWM
185
Cassady Schiller Wealth Management
Ohio
$3.29K +$3.76K +84 New
GRP
186
Global Retirement Partners
California
$3.21K +$314 +7 +9%
LC
187
Lindbrook Capital
California
$2.62K +$314 +7 +12%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$2.58K +$2.28K +51 +340%
AA
189
Ancora Advisors
Ohio
$2K
BFEC
190
Benjamin F. Edwards & Company
Missouri
$2K
CFFP
191
Center for Financial Planning
Michigan
$1.96K
PSB
192
Piscataqua Savings Bank
New Hampshire
$1.96K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$1.92K -$717 -16 -25%
BAM
194
Bellevue Asset Management
Washington
$1.91K +$2.24K +50 New
QCG
195
Quadrant Capital Group
Ohio
$1.72K
BWL
196
Bogart Wealth LLC
Virginia
$1.33K -$672 -15 -31%
BIA
197
Bell Investment Advisors
California
$1.21K
HCM
198
Hollencrest Capital Management
California
$1.02K +$1.17K +26 New
BEI
199
Benjamin Edwards Inc
Missouri
$1K +$851 +19 New
MCC
200
Money Concepts Capital
Florida
$821