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Beam Therapeutics
BEAM

221 hedge funds and large institutions have $2.32B invested in Beam Therapeutics in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 47

19% more funds holding

Funds holding: 185 → 221 (+36)

17% more capital invested

Capital invested by funds: $1.99B → $2.32B (+$333M)

3.57% less ownership

Funds ownership: 89.71% → 86.14% (-3.6%)

53% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $29.1M

Holders
221
Holders Change
+36
Holders Change %
+19.46%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
80
Reduced
47
Closed
18
Calls
$13.8M
Puts
$29.1M
Net Calls
-$15.4M
Net Calls Change
-$19.6M

Top Buyers

1
DGM
Darwin Global Management
Jersey
+$66M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.6M
3
BG
Bellevue Group
Switzerland
+$15.5M
4
RG
Redmile Group
California
+$14M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$12.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.1M
3
Temasek Holdings
Temasek Holdings
Singapore
-$39.4M
4
AIM
ARK Investment Management
Florida
-$37.8M
5
State Street
State Street
Massachusetts
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
176
Lindbrook Capital
California
$23.9K +$1.62K +52 +8%
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$21.3K -$15.6K -500 -33%
LOIM
178
Liberty One Investment Management
Illinois
$19.8K +$343 +11 +2%
NA
179
NewEdge Advisors
Louisiana
$14.6K +$1.34K +43 +11%
C
180
Covestor
United Kingdom
$13K -$31 -1 -0.3%
BFEC
181
Benjamin F. Edwards & Company
Missouri
$13K +$9.13K +293 +322%
GI
182
GAMMA Investing
California
$12.7K +$4.77K +153 +66%
SPIA
183
Steward Partners Investment Advisory
New York
$9.91K – – –
Daiwa Securities Group
184
Daiwa Securities Group
Japan
$9K – – –
ADL
185
Asset Dedication LLC
California
$9K +$6.23K +200 +294%
BEI
186
Benjamin Edwards Inc
Missouri
$8K +$218 +7 +3%
SWM
187
Spire Wealth Management
Virginia
$7.43K – – –
AF
188
Allworth Financial
California
$6.74K -$11.3K -362 -64%
TCOV
189
Trust Company of Vermont
Vermont
$6.61K +$6.23K +200 New
PS
190
Principal Securities
Iowa
$6.28K +$1.06K +34 +22%
RFG
191
RFP Financial Group
Georgia
$5.62K +$5.3K +170 New
RG
192
Retirement Group
California
$5.29K – – –
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$4.9K +$4.67K +150 New
AWM
194
AllSquare Wealth Management
New York
$3.96K – – –
BHWM
195
Beaird Harris Wealth Management
Texas
$3.5K – – –
RCM
196
Raleigh Capital Management
North Carolina
$3.3K +$3.12K +100 New
PWMG
197
Private Wealth Management Group
New Jersey
$3.27K – – –
PB
198
Pinnacle Bancorp
Nebraska
$3.21K – – –
PA
199
Parallel Advisors
California
$2.84K – – –
CSWM
200
Cassady Schiller Wealth Management
Ohio
$2.77K – – –
6 7
8
9 10

BEAM Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q1 2024, worth a combined $2.32B — up 17% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BEAM positions and 18 closed out — a net gain of 37 holders — while 80 added to existing stakes and 47 trimmed.

The largest buyer was Darwin Global Management, opening a new position worth an estimated $66M. The largest seller was Morgan Stanley, cutting an estimated $132M.

  • 221 institutional investors held Beam Therapeutics (BEAM) as of Q1 2024, up from 185 in Q4 2023.
  • Funds reported $2.32B of Beam Therapeutics stock for Q1 2024, up 17% quarter-over-quarter.
  • 55 funds opened new Beam Therapeutics positions in Q1 2024 and 18 closed out, a net change of +37 holders.
  • The largest Beam Therapeutics buyer in Q1 2024 was Darwin Global Management, an estimated $66M added.
  • The largest Beam Therapeutics seller in Q1 2024 was Morgan Stanley, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2024.