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Beam Therapeutics

185 hedge funds and large institutions have $1.99B invested in Beam Therapeutics in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $9.99M | Put options by funds: $5.74M

23% more capital invested

Capital invested by funds: $1.62B → $1.99B (+$368M)

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

4.57% more ownership

Funds ownership: 85.14%89.71% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 194185 (-9)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
185
Holders Change
-9
Holders Change %
-4.64%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
64
Reduced
56
Closed
38
Calls
$9.99M
Puts
$5.74M
Net Calls
+$4.25M
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Artal Group
Luxembourg
-$264K -10,975 Closed
PCM
202
Penserra Capital Management
California
-$253K -10,548 Closed
Federated Hermes
203
Federated Hermes
Pennsylvania
-$241K -10,000 Closed
Group One Trading
204
Group One Trading
Illinois
-$246K -9,899 Closed
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
-$236K -9,812 Closed
SEC
206
Seven Eight Capital
New York
-$234K -9,747 Closed
VPIM
207
Vanguard Personalized Indexing Management
California
-$216K -8,993 Closed
SFFS
208
Stonehage Fleming Financial Services
Jersey
-$144K -6,000 Closed
WWP
209
WR Wealth Planners
Missouri
-$36.1K -1,500 Closed
First Manhattan
210
First Manhattan
New York
-$9.62K -400 Closed
HL
211
HeadInvest LLC
Maine
-$3.44K -160 Closed
RA
212
Rational Advisors
New York
-$4.02K -126 Closed
EWA
213
EverSource Wealth Advisors
Alabama
-$2.21K -92 Closed
GBT
214
Grove Bank & Trust
Florida
-$1.27K -53 Closed
HNB
215
Huntington National Bank
Ohio
-$1.27K -53 Closed
BAAM
216
Baker Avenue Asset Management
California
-$697 -29 Closed
CAL
217
Capital Advisors Ltd
Ohio
-$1K -27 Closed
AWA
218
Authentikos Wealth Advisory
California
-$361 -15 Closed
IPW
219
Impact Partnership Wealth
Georgia
-$337 -14 Closed
Legacy Financial Group (Iowa)
220
Legacy Financial Group (Iowa)
Iowa
-$241 -10 Closed
TWP
221
TFO Wealth Partners
Ohio
-$319 -10 Closed
VCM
222
Versant Capital Management
Arizona
-$168 -7 Closed

BEAM Hedge Fund Activity: Q4 2023 in Review

185 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q4 2023, worth a combined $1.99B — up 23% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BEAM and 32 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 64 added.

The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Temasek Holdings, cutting an estimated $30.8M.

  • 185 institutional investors held Beam Therapeutics (BEAM) as of Q4 2023, down from 194 in Q3 2023.
  • Funds reported $1.99B of Beam Therapeutics stock for Q4 2023, up 23% quarter-over-quarter.
  • 32 funds opened new Beam Therapeutics positions in Q4 2023 and 38 closed out, a net change of -6 holders.
  • The largest Beam Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $195M added.
  • The largest Beam Therapeutics seller in Q4 2023 was Temasek Holdings, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2023.