Biomea Fusion
BMEA
90 hedge funds and large institutions have $649M invested in Biomea Fusion in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 20 closing their positions.
100% more call options, than puts
Call options by funds: $44.8M | Put options by funds: $22.4M
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
23% more funds holding
Funds holding: 73 → 90 (+17)
4.41% more ownership
Funds ownership: 79.17% → 83.58% (+4.4%)
11% less capital invested
Capital invested by funds: $727M → $649M (-$77.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$82.5M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$52.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$47.3M |
| 4 |
BlackRock
New York
|
+$30.7M |
| 5 |
PA
Perceptive Advisors
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$51.7M |
| 2 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$14.4M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$10.5M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$8.31M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SEI Investments
Oaks,
Pennsylvania
| – | -$394K | -12,705 | Closed |
|
102
Marshall Wace
London,
United Kingdom
| – | -$334K | -10,776 | Closed |
|
|
SIM
103
Sandia Investment Management
Boston,
Massachusetts
| – | -$313K | -10,000 | Closed |
|
|
DC
104
Diametric Capital
Boston,
Massachusetts
| – | -$259K | -8,338 | Closed |
|
|
CIP
105
Chartwell Investment Partners
Berywn,
Pennsylvania
| – | -$258K | -8,311 | Closed |
|
|
RJFSA
106
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$248K | -7,982 | Closed |
|
107
Balyasny Asset Management
Chicago,
Illinois
| – | -$239K | -7,695 | Closed |
|
|
HNWAG
108
High Net Worth Advisory Group
Naples,
Florida
| – | -$233K | -7,500 | Closed |
|
|
CA
109
Crewe Advisors
Salt Lake City,
Utah
| – | -$10.5K | -337 | Closed |
|
|
EI
110
Ellevest Inc
New York
| – | -$8.53K | -275 | Closed |
|
BMEA Hedge Fund Activity: Q2 2023 in Review
90 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Biomea Fusion (BMEA) for Q2 2023, worth a combined $649M — down 11% from $727M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BMEA positions and 20 closed out — a net gain of 17 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $82.5M. The largest seller was Adage Capital Partners, cutting an estimated $51.7M.
- 90 institutional investors held Biomea Fusion (BMEA) as of Q2 2023, up from 73 in Q1 2023.
- Funds reported $649M of Biomea Fusion stock for Q2 2023, down 11% quarter-over-quarter.
- 37 funds opened new Biomea Fusion positions in Q2 2023 and 20 closed out, a net change of +17 holders.
- The largest Biomea Fusion buyer in Q2 2023 was Fidelity Investments, an estimated $82.5M added.
- The largest Biomea Fusion seller in Q2 2023 was Adage Capital Partners, an estimated $51.7M sold.
Based on aggregated 13F filings for Q2 2023.