BELLUS Health Inc.
BLU was delisted on the 28th of June, 2023.
48 hedge funds and large institutions have $334M invested in BELLUS Health Inc. in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
55% more capital invested
Capital invested by funds: $216M → $334M (+$118M)
23% more funds holding
Funds holding: 39 → 48 (+9)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$14.3M |
| 2 |
CCM
Consonance Capital Management
New York
|
+$14.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.42M |
| 4 |
RI
RTW Investments
New York
|
+$5.79M |
| 5 |
Morgan Stanley
New York
|
+$4.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$7.43M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$6.24M |
| 3 |
PC
Polar Capital
London,
United Kingdom
|
-$6.17M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$1.23M |
| 5 |
SB
Samsara BioCapital
Palo Alto,
California
|
-$842K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
51
Boothbay Fund Management
New York
| – | -$92K | -12,183 | Closed |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$65K | -8,629 | Closed |
|
|
PCM
53
Prelude Capital Management
New York
| – | -$4K | -466 | Closed |
|
54
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1.23K | -138 | -99% |
|
BLU Hedge Fund Activity: Q1 2020 in Review
48 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BELLUS Health Inc. (BLU) for Q1 2020, worth a combined $334M — up 55% from $216M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLU positions and 7 closed out — a net gain of 9 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was AWM Investment Company, opening a new position worth an estimated $14.3M. The largest seller was First Manhattan, cutting an estimated $7.43M.
- 48 institutional investors held BELLUS Health Inc. (BLU) as of Q1 2020, up from 39 in Q4 2019.
- Funds reported $334M of BELLUS Health Inc. stock for Q1 2020, up 55% quarter-over-quarter.
- 16 funds opened new BELLUS Health Inc. positions in Q1 2020 and 7 closed out, a net change of +9 holders.
- The largest BELLUS Health Inc. buyer in Q1 2020 was AWM Investment Company, an estimated $14.3M added.
- The largest BELLUS Health Inc. seller in Q1 2020 was First Manhattan, an estimated $7.43M sold.
Based on aggregated 13F filings for Q1 2020.