BELLUS Health Inc.
BLU was delisted on the 28th of June, 2023.
122 hedge funds and large institutions have $935M invested in BELLUS Health Inc. in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 15 closing their positions.
216% more call options, than puts
Call options by funds: $693K | Put options by funds: $219K
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
4% more funds holding
Funds holding: 117 → 122 (+5)
22% less capital invested
Capital invested by funds: $1.2B → $935M (-$262M)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHAS
Novo Holdings A/S
Hellerup,
Denmark
|
+$15.8M |
| 2 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$9.95M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$9.75M |
| 4 |
Goldman Sachs
New York
|
+$8.22M |
| 5 |
DM
Deerfield Management
New York
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Artal Group
Luxembourg
|
-$21.4M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$15.6M |
| 3 |
PA
Perceptive Advisors
New York
|
-$12.6M |
| 4 |
LCM
Lynx1 Capital Management
San Juan,
Puerto Rico
|
-$12M |
| 5 |
LGM
Logos Global Management
San Francisco,
California
|
-$8.45M |
BLU Hedge Fund Activity: Q4 2022 in Review
122 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in BELLUS Health Inc. (BLU) for Q4 2022, worth a combined $935M — down 22% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BLU positions and 15 closed out — a net gain of 5 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was Novo Holdings A/S, opening a new position worth an estimated $15.8M. The largest seller was Artal Group, cutting an estimated $21.4M.
- 122 institutional investors held BELLUS Health Inc. (BLU) as of Q4 2022, up from 117 in Q3 2022.
- Funds reported $935M of BELLUS Health Inc. stock for Q4 2022, down 22% quarter-over-quarter.
- 20 funds opened new BELLUS Health Inc. positions in Q4 2022 and 15 closed out, a net change of +5 holders.
- The largest BELLUS Health Inc. buyer in Q4 2022 was Novo Holdings A/S, an estimated $15.8M added.
- The largest BELLUS Health Inc. seller in Q4 2022 was Artal Group, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2022.