Biomea Fusion
BMEA
50 hedge funds and large institutions have $167M invested in Biomea Fusion in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
19% more funds holding
Funds holding: 42 → 50 (+8)
1.74% more ownership
Funds ownership: 58.38% → 60.12% (+1.7%)
17% less capital invested
Capital invested by funds: $201M → $167M (-$34.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $110K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$32.3M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$5.36M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.19M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.44M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$828K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Boxer Capital
San Diego,
California
|
-$14.2M |
| 2 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$5.99M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.76M |
| 4 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$4.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
51
RA Capital Management
Boston,
Massachusetts
| – | -$5.99M | -500,000 | Closed |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2.13K | -176,905 | Closed |
|
53
New York State Common Retirement Fund
Albany,
New York
| – | -$2K | -155 | Closed |
|
BMEA Hedge Fund Activity: Q3 2022 in Review
50 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Biomea Fusion (BMEA) for Q3 2022, worth a combined $167M — down 17% from $201M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BMEA positions and 5 closed out — a net gain of 8 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $32.3M. The largest seller was Boxer Capital, exiting entirely with an estimated $14.2M sold.
- 50 institutional investors held Biomea Fusion (BMEA) as of Q3 2022, up from 42 in Q2 2022.
- Funds reported $167M of Biomea Fusion stock for Q3 2022, down 17% quarter-over-quarter.
- 13 funds opened new Biomea Fusion positions in Q3 2022 and 5 closed out, a net change of +8 holders.
- The largest Biomea Fusion buyer in Q3 2022 was Janus Henderson Group, an estimated $32.3M added.
- The largest Biomea Fusion seller in Q3 2022 was Boxer Capital, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2022.