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Beam Therapeutics

232 hedge funds and large institutions have $3.63B invested in Beam Therapeutics in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

0% more funds holding

Funds holding: 231232 (+1)

7% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $18.5M

1.24% less ownership

Funds ownership: 68.09%66.84% (-1.2%)

8% less capital invested

Capital invested by funds: $3.93B → $3.63B (-$306M)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
74
Reduced
70
Closed
40
Calls
$17.1M
Puts
$18.5M
Net Calls
-$1.31M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
201
Fortitude Advisory Group
Washington
$8K +$8.56K +100 New
DI
202
Disciplined Investments
Oklahoma
$8K +$8.9K +104 New
PCFFS
203
Pacific Center for Financial Services
California
$7K
CG
204
Cutler Group
California
$7K +$8.56K +100 New
S
205
SignatureFD
Georgia
$6K -$8.9K -104 -58%
SGAM
206
Smith Group Asset Management
Texas
$6K
C
207
Covestor
United Kingdom
$6K +$6.34K +74 New
AF
208
Advisornet Financial
Minnesota
$5K +$3.42K +40 +200%
TCM
209
Tradewinds Capital Management
Washington
$4K
CFFP
210
Center for Financial Planning
Michigan
$4K +$4.28K +50 New
UB
211
UMB Bank
Missouri
$4K +$4.45K +52 New
SWA
212
SOA Wealth Advisors
New York
$3K
BWL
213
Bogart Wealth LLC
Virginia
$3K +$942 +11 +48%
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.05K +$38.8K +453 +2%
IA
215
IFP Advisors
Florida
$2K +$1.46K +17 +121%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.97K +23 New
IFS
217
Intelligent Financial Strategies
Minnesota
$2K +$2.06K +24 New
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.59K
TWA
219
TCI Wealth Advisors
Arizona
$1K -$11.1K -130 -90%
EI
220
Ellevest Inc
New York
$1K -$257 -3 -20%
BWA
221
BDO Wealth Advisors
Florida
$1K
CA
222
Clearstead Advisors
Ohio
$1K
CCM
223
Cribstone Capital Management
Maine
$1K
LFG
224
Larson Financial Group
Missouri
$1K
TFS
225
TrustCore Financial Services
Tennessee
$1K