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Biomea Fusion

49 hedge funds and large institutions have $127M invested in Biomea Fusion in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

26% more funds holding

Funds holding: 3949 (+10)

0.15% less ownership

Funds ownership: 59.09%58.94% (-0.15%)

38% less capital invested

Capital invested by funds: $205M → $127M (-$77.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
22
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$26M +$3.45M +325,921 +10%
CAM
2
Cormorant Asset Management
Massachusetts
$23.6M
BlackRock
3
BlackRock
New York
$12.5M +$7.75M +733,067 +78%
BC
4
Boxer Capital
California
$8.85M -$9.52M -900,000 -43%
RSCM
5
Rock Springs Capital Management
Maryland
$8.68M
ACM
6
Aisling Capital Management
New York
$5.95M
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.13M +$2.06M +194,759 +39%
RI
8
RTW Investments
New York
$4.42M -$2.51M -236,948 -29%
BBA
9
Baker Bros. Advisors
New York
$3.91M
RCM
10
RA Capital Management
Massachusetts
$3.73M
DCM
11
Driehaus Capital Management
Illinois
$3.09M -$217K -20,489 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$2.5M
DCM
13
DAFNA Capital Management
California
$2.34M +$3.32M +313,923 New
WP
14
Woodline Partners
California
$2.12M
LGM
15
Logos Global Management
California
$1.88M -$4.76M -450,000 -64%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.7M +$773K +73,072 +47%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.62M -$5.67M -536,079 -71%
State Street
18
State Street
Massachusetts
$1.55M +$879K +83,130 +67%
Northern Trust
19
Northern Trust
Illinois
$1.3M +$969K +91,641 +111%
Bank of America
20
Bank of America
North Carolina
$949K +$790K +74,748 +142%
Axa
21
Axa
France
$872K +$14.8K +1,398 +1%
Millennium Management
22
Millennium Management
New York
$769K +$1.09M +103,244 New
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$522K
Charles Schwab
24
Charles Schwab
California
$378K +$303K +28,669 +131%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$332K +$281K +26,540 +146%

BMEA Hedge Fund Activity: Q4 2021 in Review

49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Biomea Fusion (BMEA) for Q4 2021, worth a combined $127M — down 38% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BMEA positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $7.75M. The largest seller was Boxer Capital, cutting an estimated $9.52M.

  • 49 institutional investors held Biomea Fusion (BMEA) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $127M of Biomea Fusion stock for Q4 2021, down 38% quarter-over-quarter.
  • 12 funds opened new Biomea Fusion positions in Q4 2021 and 2 closed out, a net change of +10 holders.
  • The largest Biomea Fusion buyer in Q4 2021 was BlackRock, an estimated $7.75M added.
  • The largest Biomea Fusion seller in Q4 2021 was Boxer Capital, an estimated $9.52M sold.

Based on aggregated 13F filings for Q4 2021.