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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
AIM
1
ARK Investment Management
Florida
$256M +$15.2M +609,998 +7%
Morgan Stanley
2
Morgan Stanley
New York
$228M +$195M +7,846,555 +1,503%
Vanguard Group
3
Vanguard Group
Pennsylvania
$195M +$8.69M +349,906 +5%
BlackRock
4
BlackRock
New York
$181M +$3.46M +139,388 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$168M -$7.89M -317,509 -5%
State Street
6
State Street
Massachusetts
$126M +$11.8M +474,229 +11%
FCM
7
Farallon Capital Management
California
$112M -$9.34M -376,086 -8%
Temasek Holdings
8
Temasek Holdings
Singapore
$83.7M -$30.8M -1,241,672 -29%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$64.2M +$17.8M +715,911 +44%
NAMA
10
Nikko Asset Management Americas
New York
$64.1M +$17.8M +715,911 +44%
MM
11
MWG Management
British Virgin Islands
$63.9M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.9M +$2.65M +106,531 +7%
RG
13
Redmile Group
California
$38.9M -$992K -39,942 -3%
YCM
14
Yiheng Capital Management
California
$23M +$7.08M +285,000 +51%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$20.8M -$2.77M -111,624 -13%
BG
16
Bellevue Group
Switzerland
$18.9M
Northern Trust
17
Northern Trust
Illinois
$18.2M +$346K +13,934 +2%
Charles Schwab
18
Charles Schwab
California
$15.5M +$741K +29,826 +6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$15.4M +$3.72M +149,851 +36%
CC
20
Casdin Capital
New York
$14.4M -$1.04M -42,000 -7%
JP Morgan Chase
21
JP Morgan Chase
New York
$14.2M -$3.46M -139,122 -21%
Goldman Sachs
22
Goldman Sachs
New York
$13.2M +$557K +22,433 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$11.9M -$1.38M -55,511 -11%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$9.6M -$8.43M -339,261 -49%
TCM
25
Tang Capital Management
California
$9.53M +$8.69M +350,000 New

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.