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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
MIM
201
Macroview Investment Management
Maryland
$2.64K +$2.49K +80 New
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$2.54K – – –
GRP
203
Global Retirement Partners
California
$2.48K – – –
DF
204
Dunhill Financial
United Kingdom
$2.44K – – –
BTI
205
Blue Trust Inc
Georgia
$2.05K -$13K -416 -87%
AA
206
Ancora Advisors
Ohio
$1.65K – – –
CFFP
207
Center for Financial Planning
Michigan
$1.65K – – –
PSB
208
Piscataqua Savings Bank
New Hampshire
$1.65K – – –
FFA
209
Farther Finance Advisors
California
$1.63K +$717 +23 +85%
EWA
210
EverSource Wealth Advisors
Alabama
$1.02K +$1.5K +48 New
LFG
211
Larson Financial Group
Missouri
$991 +$623 +20 +200%
HCM
212
Hollencrest Capital Management
California
$859 – – –
BIA
213
Bell Investment Advisors
California
$760 – – –
AFWM
214
Abich Financial Wealth Management
Virginia
$595 +$125 +4 +29%
GWP
215
Gen-Wealth Partners
Michigan
$595 +$561 +18 New
SAM
216
Smartleaf Asset Management
Massachusetts
$509 +$467 +15 New
CMBA
217
C.M. Bidwell & Associates
Hawaii
$496 – – –
AWM
218
Avior Wealth Management
Nebraska
$462 +$436 +14 New
BWL
219
Bogart Wealth LLC
Virginia
$363 – – –
AssetMark Inc
220
AssetMark Inc
California
$264 +$62 +2 +33%
RIL
221
Rothschild Investment LLC
Illinois
$165 +$156 +5 New
TCM
222
Tang Capital Management
California
– -$9.53M -350,000 Closed
EAM
223
Eventide Asset Management
Massachusetts
– -$7.11M -261,360 Closed
CS
224
Candriam SCA
Luxembourg
– -$5.79M -212,665 Closed
HCA
225
Harbor Capital Advisors
Illinois
– -$950K -34,918 Closed
6 7 8
9
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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.