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BLU

BELLUS Health Inc.

Delisted

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

77 hedge funds and large institutions have $648M invested in BELLUS Health Inc. in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

9% less capital invested

Capital invested by funds: $711M → $648M (-$62.7M)

13% less funds holding

Funds holding: 8977 (-12)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
77
Holders Change
-12
Holders Change %
-13.48%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
13
Increased
31
Reduced
13
Closed
24
Calls
$2.57M
Puts
$1.66M
Net Calls
+$912K
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
RA Capital Management
Massachusetts
$70.4M
AG
2
Artal Group
Luxembourg
$58.5M
PA
3
Perceptive Advisors
New York
$56M +$3.17M +491,396 +6%
PCOC
4
Power Corp of Canada
Canada
$54M
Goldman Sachs
5
Goldman Sachs
New York
$43.5M +$39.8M +6,181,546 +4,307%
CC
6
Commodore Capital
New York
$38.8M +$16.2M +2,513,017 +80%
LCM
7
Laurion Capital Management
New York
$34.5M +$8.18M +1,270,220 +34%
Citadel Advisors
8
Citadel Advisors
Florida
$33.7M +$379K +58,855 +1%
APM
9
Avidity Partners Management
Texas
$25.4M -$580K -90,000 -2%
DM
10
Deerfield Management
New York
$25.3M +$7.88M +1,223,808 +50%
BC
11
Boxer Capital
California
$22M
LCM
12
Lynx1 Capital Management
Puerto Rico
$19.6M +$5.47M +848,474 +42%
FLAM
13
First Light Asset Management
Minnesota
$17.1M +$1.06M +164,815 +7%
Franklin Resources
14
Franklin Resources
California
$11.9M +$4.7M +729,033 +73%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$11.3M +$2.37M +368,157 +29%
O
16
OrbiMed
New York
$10.1M
ACM
17
Altium Capital Management
New York
$9.98M
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$7.99M -$159K -24,702 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.98M +$4.17M +648,068 +127%
VC
20
Vivo Capital
California
$7M
TLP
21
Tri Locum Partners
New York
$6.95M +$217K +33,682 +3%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$6.55M
IC
23
Ikarian Capital
Texas
$6.28M +$5.56M +863,327 +1,727%
ACP
24
Acuta Capital Partners
California
$5.61M +$1.87M +291,000 +55%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.58M +$4M +621,300 +334%

BLU Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BELLUS Health Inc. (BLU) for Q1 2022, worth a combined $648M — down 8.8% from $711M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of BLU and 13 opened new positions — a net loss of 11 holders — while 13 trimmed existing stakes and 31 added.

The largest buyer was Goldman Sachs, adding an estimated $39.8M. The largest seller was RTW Investments, exiting entirely with an estimated $48M sold.

  • 77 institutional investors held BELLUS Health Inc. (BLU) as of Q1 2022, down from 89 in Q4 2021.
  • Funds reported $648M of BELLUS Health Inc. stock for Q1 2022, down 8.8% quarter-over-quarter.
  • 13 funds opened new BELLUS Health Inc. positions in Q1 2022 and 24 closed out, a net change of -11 holders.
  • The largest BELLUS Health Inc. buyer in Q1 2022 was Goldman Sachs, an estimated $39.8M added.
  • The largest BELLUS Health Inc. seller in Q1 2022 was RTW Investments, an estimated $48M sold.

Based on aggregated 13F filings for Q1 2022.