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Beam Therapeutics

214 hedge funds and large institutions have $1.82B invested in Beam Therapeutics in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $7.11M

18% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 62

8.14% more ownership

Funds ownership: 86.14%94.28% (+8.1%)

3% less funds holding

Funds holding: 221214 (-7)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

22% less capital invested

Capital invested by funds: $2.32B → $1.82B (-$504M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
214
Holders Change
-7
Holders Change %
-3.17%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
36
Increased
73
Reduced
62
Closed
41
Calls
$16.6M
Puts
$7.11M
Net Calls
+$9.45M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Covestor
United Kingdom
$9K +$49 +2 +0.5%
SPIA
177
Steward Partners Investment Advisory
New York
$7.03K
Daiwa Securities Group
178
Daiwa Securities Group
Japan
$7K
ADL
179
Asset Dedication LLC
California
$6.28K
IC
180
Innealta Capital
Texas
$5.6K +$5.87K +239 New
PS
181
Principal Securities
Iowa
$4.47K +$25 +1 +0.5%
RFG
182
RFP Financial Group
Georgia
$3.98K
BEI
183
Benjamin Edwards Inc
Missouri
$3K -$2.23K -91 -38%
AWM
184
AllSquare Wealth Management
New York
$2.81K
QCG
185
Quadrant Capital Group
Ohio
$2.79K -$22.8K -930 -89%
AF
186
Allworth Financial
California
$2.72K -$2.43K -99 -49%
SAM
187
Smartleaf Asset Management
Massachusetts
$2.59K +$2.28K +93 +620%
BHWM
188
Beaird Harris Wealth Management
Texas
$2.48K
PWMG
189
Private Wealth Management Group
New Jersey
$2.32K
PB
190
Pinnacle Bancorp
Nebraska
$2.27K
TSMHT
191
Thurston Springer Miller Herd & Titak
Indiana
$2.27K +$2.38K +97 New
RWMG
192
Redwood Wealth Management Group
New Jersey
$2.11K +$2.21K +90 New
PA
193
Parallel Advisors
California
$2.02K
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$1.8K
GRP
195
Global Retirement Partners
California
$1.76K
DF
196
Dunhill Financial
United Kingdom
$1.73K
AFWM
197
Abich Financial Wealth Management
Virginia
$1.73K +$1.38K +56 +311%
EWA
198
EverSource Wealth Advisors
Alabama
$1.52K
VCM
199
Versant Capital Management
Arizona
$1.5K +$1.57K +64 New
FC
200
Fairscale Capital
New Hampshire
$1.36K +$1.23K +50 New

BEAM Hedge Fund Activity: Q2 2024 in Review

214 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q2 2024, worth a combined $1.82B — down 22% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of BEAM and 36 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 73 added.

The largest buyer was Arch Venture Management, opening a new position worth an estimated $134M. The largest seller was Morgan Stanley, cutting an estimated $81.5M.

  • 214 institutional investors held Beam Therapeutics (BEAM) as of Q2 2024, down from 221 in Q1 2024.
  • Funds reported $1.82B of Beam Therapeutics stock for Q2 2024, down 22% quarter-over-quarter.
  • 36 funds opened new Beam Therapeutics positions in Q2 2024 and 41 closed out, a net change of -5 holders.
  • The largest Beam Therapeutics buyer in Q2 2024 was Arch Venture Management, an estimated $134M added.
  • The largest Beam Therapeutics seller in Q2 2024 was Morgan Stanley, an estimated $81.5M sold.

Based on aggregated 13F filings for Q2 2024.