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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
NFSG
176
Newbridge Financial Services Group
Florida
$7.66K
LOIM
177
Liberty One Investment Management
Illinois
$7.04K +$9.08K +230 New
BHWM
178
Beaird Harris Wealth Management
Texas
$6.46K
TWA
179
TCI Wealth Advisors
Arizona
$6.03K
C
180
Covestor
United Kingdom
$5K
ASN
181
Advisory Services Network
Georgia
$3.98K
RA
182
Rational Advisors
New York
$3.86K
CCM
183
Chilton Capital Management
Texas
$3.83K +$4.93K +125 New
BFEC
184
Benjamin F. Edwards & Company
Missouri
$3K +$1.62K +41 +82%
PB
185
Pinnacle Bancorp
Nebraska
$2.97K +$3.83K +97 New
CSWM
186
Cassady Schiller Wealth Management
Ohio
$2.57K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$2.51K +$1.3K +33 +67%
GRP
188
Global Retirement Partners
California
$2.37K -$276 -7 -9%
BAM
189
Bellevue Asset Management
Washington
$2.3K +$987 +25 +50%
CMBA
190
C.M. Bidwell & Associates
Hawaii
$2.02K
BEI
191
Benjamin Edwards Inc
Missouri
$2K +$1.42K +36 +189%
PA
192
Parallel Advisors
California
$1.75K -$14.8K -376 -87%
AA
193
Ancora Advisors
Ohio
$1.53K
CFFP
194
Center for Financial Planning
Michigan
$1.53K
AAS
195
Ameritas Advisory Services
Nebraska
$1.53K +$1.97K +50 New
PSB
196
Piscataqua Savings Bank
New Hampshire
$1.53K
BIA
197
Bell Investment Advisors
California
$1.44K +$631 +16 +52%
HCM
198
Hollencrest Capital Management
California
$796
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$612
EI
200
Ellevest Inc
New York
$490