We are live on ! Find out more

1,099 hedge funds and large institutions have $45.9B invested in Biogen in 2020 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 325 increasing their positions, 476 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 3149 (+18)

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

2% more capital invested

Capital invested by funds: $45B → $45.9B (+$839M)

0% less funds holding

Funds holding: 1,1021,099 (-3)

0.77% less ownership

Funds ownership: 84.2%83.43% (-0.77%)

18% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $1.51B

32% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 476

Holders
1,099
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
24.22%
Holding in Top 10
49
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+58.06%
% of All Funds
1.08%
New
113
Increased
325
Reduced
476
Closed
101
Calls
$1.24B
Puts
$1.51B
Net Calls
-$271M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1026
Barrett Asset Management
New York
$24K
BC
1027
Belmont Capital
California
$24K
BWA
1028
Burt Wealth Advisors
Maryland
$24K
IBOK
1029
Independence Bank of Kentucky
Kentucky
$24K
PCFFS
1030
Pacific Center for Financial Services
California
$24K
BL
1031
Balentine LLC
Georgia
$23K -$40.1K -132 -65%
TRCT
1032
Tower Research Capital (TRC)
New York
$23K -$32.5K -107 -60%
FL
1033
Fort LP
Maryland
$22K -$111K -366 -84%
EWM
1034
EPG Wealth Management
Georgia
$22K +$13.7K +45 +196%
TFS
1035
TrustCore Financial Services
Tennessee
$21K -$13.4K -44 -40%
IA
1036
IndexIQ Advisors
New York
$20K -$5.37M -17,685 -100%
TL
1037
TrueWealth LLC
Georgia
$20K
VNA
1038
Valley National Advisers
Pennsylvania
$20K
NC
1039
NewSquare Capital
Pennsylvania
$19K +$5.16K +17 +39%
EWP
1040
Engrave Wealth Partners
Texas
$18K
MCM
1041
MV Capital Management
Maryland
$17K +$5.16K +17 +47%
HR
1042
Howe & Rusling
New York
$16K -$2.43K -8 -14%
CFFP
1043
Center for Financial Planning
Michigan
$16K
FANJ
1044
Financial Architects (New Jersey)
New Jersey
$16K
RBC
1045
Roble Belko & Company
Pennsylvania
$16K
WQ
1046
Wealth Quarterback
New Jersey
$15.5K -$6.76M -22,292 -100%
EW
1047
Evoke Wealth
California
$15.2K -$119K -392 -89%
PK
1048
Pflug Koory
Nebraska
$15K
WOC
1049
West Oak Capital
California
$15K
JPLA
1050
Joseph P. Lucia & Associates
New York
$15K +$14K +46 New

BIIB Hedge Fund Activity: Q1 2020 in Review

1,099 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Biogen (BIIB) for Q1 2020, worth a combined $45.9B — up 1.9% from $45B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BIIB positions and 101 closed out — a net gain of 12 holders — while 325 added to existing stakes and 476 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $690M. The largest seller was D.E. Shaw & Co, cutting an estimated $354M.

  • 1,099 institutional investors held Biogen (BIIB) as of Q1 2020, down from 1,102 in Q4 2019.
  • Funds reported $45.9B of Biogen stock for Q1 2020, up 1.9% quarter-over-quarter.
  • 113 funds opened new Biogen positions in Q1 2020 and 101 closed out, a net change of +12 holders.
  • The largest Biogen buyer in Q1 2020 was T. Rowe Price Associates, an estimated $690M added.
  • The largest Biogen seller in Q1 2020 was D.E. Shaw & Co, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2020.