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Biomea Fusion

39 hedge funds and large institutions have $205M invested in Biomea Fusion in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

1.86% more ownership

Funds ownership: 57.24%59.09% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 4439 (-5)

19% less capital invested

Capital invested by funds: $254M → $205M (-$49.3M)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
16
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cormorant Asset Management
Massachusetts
$38M
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$37.8M +$7.3M +573,983 +22%
BC
3
Boxer Capital
California
$25M
RSCM
4
Rock Springs Capital Management
Maryland
$14M
BlackRock
5
BlackRock
New York
$11.2M -$2.06M -161,948 -15%
RI
6
RTW Investments
New York
$9.88M
ACM
7
Aisling Capital Management
New York
$9.56M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$9.02M +$9.32M +732,559 +3,430%
LGM
9
Logos Global Management
California
$8.41M -$5.85M -460,000 -40%
BBA
10
Baker Bros. Advisors
New York
$6.28M +$2.93M +230,500 +78%
RCM
11
RA Capital Management
Massachusetts
$5.99M
Vanguard Group
12
Vanguard Group
Pennsylvania
$5.92M +$2.12M +166,616 +51%
DCM
13
Driehaus Capital Management
Illinois
$5.21M -$46.1K -3,627 -0.8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$4.02M -$38.2K -3,000 -0.9%
WP
15
Woodline Partners
California
$3.41M
Invesco
16
Invesco
Georgia
$2.46M +$10K +787 +0.4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.85M +$133K +10,461 +7%
State Street
18
State Street
Massachusetts
$1.49M +$344K +26,999 +28%
Axa
19
Axa
France
$1.38M +$54.1K +4,250 +4%
Northern Trust
20
Northern Trust
Illinois
$985K -$92.7K -7,285 -8%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$838K
Bank of America
22
Bank of America
North Carolina
$630K +$606K +47,610 +953%
Charles Schwab
23
Charles Schwab
California
$263K
N
24
Nuveen
North Carolina
$223K +$83.7K +6,579 +48%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$217K +$49.4K +3,880 +27%

BMEA Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Biomea Fusion (BMEA) for Q3 2021, worth a combined $205M — down 19% from $254M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BMEA and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Wellington Management Group, adding an estimated $9.32M. The largest seller was Logos Global Management, cutting an estimated $5.85M.

  • 39 institutional investors held Biomea Fusion (BMEA) as of Q3 2021, down from 44 in Q2 2021.
  • Funds reported $205M of Biomea Fusion stock for Q3 2021, down 19% quarter-over-quarter.
  • 2 funds opened new Biomea Fusion positions in Q3 2021 and 7 closed out, a net change of -5 holders.
  • The largest Biomea Fusion buyer in Q3 2021 was Wellington Management Group, an estimated $9.32M added.
  • The largest Biomea Fusion seller in Q3 2021 was Logos Global Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q3 2021.