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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
CSWM
176
Cassady Schiller Wealth Management
Ohio
$2.68K – – –
GRP
177
Global Retirement Partners
California
$2.4K – – –
CMBA
178
C.M. Bidwell & Associates
Hawaii
$2.11K – – –
S
179
SignatureFD
Georgia
$1.82K +$1.62K +50 +714%
CFFP
180
Center for Financial Planning
Michigan
$1.6K – – –
AA
181
Ancora Advisors
Ohio
$1.6K – – –
PSB
182
Piscataqua Savings Bank
New Hampshire
$1.6K – – –
BIA
183
Bell Investment Advisors
California
$1.5K – – –
SIC
184
Salem Investment Counselors
North Carolina
$1.12K +$1.14K +35 New
LC
185
Lindbrook Capital
California
$1.09K +$844 +26 +325%
HCM
186
Hollencrest Capital Management
California
$830 – – –
BAAM
187
Baker Avenue Asset Management
California
$734 +$746 +23 New
CA
188
Clearstead Advisors
Ohio
$479 – – –
PA
189
Parallel Advisors
California
$415 -$1.43K -44 -77%
BWL
190
Bogart Wealth LLC
Virginia
$351 – – –
LFG
191
Larson Financial Group
Missouri
$319 – – –
GWS
192
Glassman Wealth Services
Virginia
$160 +$162 +5 New
FGAM
193
Financial Gravity Asset Management
Texas
$31 +$1.04K +32 New
Capital Research Global Investors
194
Capital Research Global Investors
California
– -$15.1M -491,882 Closed
EC
195
EcoR1 Capital
California
– -$6.08M -198,591 Closed
GIM
196
Granahan Investment Management
Massachusetts
– -$4.17M -136,137 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
– -$3.51M -114,568 Closed
TLP
198
Tri Locum Partners
New York
– -$3.28M -107,230 Closed
UOTTAIMCU
199
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$1.83M -59,839 Closed
Squarepoint
200
Squarepoint
New York
– -$1.42M -46,509 Closed
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.