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BLU

BELLUS Health Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 3948 (+9)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
12
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OrbiMed
New York
$69.4M
RI
2
RTW Investments
New York
$54.7M +$5.79M +650,000 +13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45M +$3.19M +357,750 +9%
PC
4
Polar Capital
United Kingdom
$23.3M -$6.17M -692,732 -23%
BC
5
Boxer Capital
California
$17.7M
CCM
6
Consonance Capital Management
New York
$15.9M +$14.2M +1,597,503 New
AIC
7
AWM Investment Company
New York
$15.9M +$14.3M +1,600,000 New
First Manhattan
8
First Manhattan
New York
$12.8M -$7.43M -834,039 -39%
ACP
9
Acuta Capital Partners
California
$10.7M +$2.32M +260,000 +32%
LGM
10
Logos Global Management
California
$7.74M +$3.13M +350,759 +83%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$7.19M +$6.42M +720,434 New
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$5.99M -$6.24M -700,000 -54%
Citadel Advisors
13
Citadel Advisors
Florida
$5.89M -$49.7K -5,571 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$5.48M +$4.87M +546,649 +23,075%
EGI
15
EAM Global Investors
California
$5.44M +$4.86M +544,795 New
MWNA
16
Marshall Wace North America
New York
$5.34M +$4.77M +535,432 New
MP
17
Mangrove Partners
Connecticut
$5.13M +$691K +77,499 +18%
SB
18
Samsara BioCapital
California
$3.92M -$842K -94,427 -19%
DCM
19
Driehaus Capital Management
Illinois
$3.21M +$356K +39,899 +14%
DMK
20
David M. Knott
$2.42M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.79M +$1.44M +161,972 +938%
CA
22
Corriente Advisors
Texas
$1.48M -$636K -71,334 -32%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$1.39M +$933K +104,703 +307%
IC
24
Ikarian Capital
Texas
$891K
CAC
25
Cowen and Company
New York
$815K +$728K +81,650 New

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.