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BLU

BELLUS Health Inc.

Delisted

BLU was delisted on the 28th of June, 2023.

64 hedge funds and large institutions have $376M invested in BELLUS Health Inc. in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

33% more funds holding

Funds holding: 4864 (+16)

13% more capital invested

Capital invested by funds: $334M → $376M (+$42.2M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
24
Increased
20
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$61.5M +$4.86M +479,238 +9%
O
2
OrbiMed
New York
$53M -$19.1M -1,888,616 -27%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.5M +$75.5K +7,450 +0.2%
CCM
4
Consonance Capital Management
New York
$19.8M +$3.29M +325,000 +20%
BC
5
Boxer Capital
California
$18.3M
CAC
6
Cowen and Company
New York
$16.7M +$15.7M +1,544,233 +1,891%
AIC
7
AWM Investment Company
New York
$16.5M
EAM
8
Eventide Asset Management
Massachusetts
$15.9M +$15.6M +1,543,000 New
MWNA
9
Marshall Wace North America
New York
$15.3M +$9.68M +955,059 +178%
PA
10
Perceptive Advisors
New York
$11.6M +$11.4M +1,125,000 New
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$10.2M +$2.76M +272,563 +38%
First Manhattan
12
First Manhattan
New York
$9.02M -$4.08M -402,555 -31%
Morgan Stanley
13
Morgan Stanley
New York
$7.89M +$2.2M +217,505 +40%
ACP
14
Acuta Capital Partners
California
$7.87M -$3.09M -305,000 -29%
PC
15
Polar Capital
United Kingdom
$7.72M -$16M -1,580,893 -68%
Citadel Advisors
16
Citadel Advisors
Florida
$7.27M +$1.14M +112,534 +19%
RSCM
17
Rock Springs Capital Management
Maryland
$7.16M +$7.06M +696,115 New
LGM
18
Logos Global Management
California
$6.17M -$1.78M -175,377 -23%
CS
19
Candriam SCA
Luxembourg
$3.93M +$3.87M +382,013 New
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$3.53M +$3.48M +343,248 New
SB
21
Samsara BioCapital
California
$3.45M -$616K -60,800 -15%
DCM
22
Driehaus Capital Management
Illinois
$3.42M +$108K +10,633 +3%
SCM
23
Suvretta Capital Management
New York
$2.48M +$2.44M +240,900 New
DMK
24
David M. Knott
$2.47M -$40.5K -4,000 -2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$2.4M +$952K +93,937 +68%

BLU Hedge Fund Activity: Q2 2020 in Review

64 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BELLUS Health Inc. (BLU) for Q2 2020, worth a combined $376M — up 13% from $334M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BLU positions and 8 closed out — a net gain of 16 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Cowen and Company, adding an estimated $15.7M. The largest seller was OrbiMed, cutting an estimated $19.1M.

  • 64 institutional investors held BELLUS Health Inc. (BLU) as of Q2 2020, up from 48 in Q1 2020.
  • Funds reported $376M of BELLUS Health Inc. stock for Q2 2020, up 13% quarter-over-quarter.
  • 24 funds opened new BELLUS Health Inc. positions in Q2 2020 and 8 closed out, a net change of +16 holders.
  • The largest BELLUS Health Inc. buyer in Q2 2020 was Cowen and Company, an estimated $15.7M added.
  • The largest BELLUS Health Inc. seller in Q2 2020 was OrbiMed, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2020.