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Biomea Fusion

50 hedge funds and large institutions have $81.2M invested in Biomea Fusion in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

3.58% more ownership

Funds ownership: 58.94%62.52% (+3.6%)

2% more funds holding

Funds holding: 4950 (+1)

36% less capital invested

Capital invested by funds: $127M → $81.2M (-$46M)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
12
Closed
10
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
$16.9M +$1.73M +266,042 +8%
CAM
2
Cormorant Asset Management
Massachusetts
$14.1M
BlackRock
3
BlackRock
New York
$7.61M +$212K +32,634 +2%
BBA
4
Baker Bros. Advisors
New York
$6.92M +$6.66M +1,026,828 +196%
BC
5
Boxer Capital
California
$5.3M
RSCM
6
Rock Springs Capital Management
Maryland
$5.2M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.28M +$4.05M +624,582 +186%
ACM
8
Aisling Capital Management
New York
$3.56M
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.41M +$493K +75,943 +11%
RCM
10
RA Capital Management
Massachusetts
$2.23M
DCM
11
Driehaus Capital Management
Illinois
$1.81M -$60.9K -9,395 -2%
DCM
12
DAFNA Capital Management
California
$1.71M +$454K +70,000 +22%
State Street
13
State Street
Massachusetts
$1.18M +$368K +56,802 +27%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.12M +$148K +22,807 +10%
LGM
15
Logos Global Management
California
$892K -$339K -52,320 -21%
Bank of America
16
Bank of America
North Carolina
$845K +$403K +62,056 +49%
Northern Trust
17
Northern Trust
Illinois
$742K -$48.7K -7,504 -4%
Axa
18
Axa
France
$522K +$13 +2 +0%
HS
19
HighVista Strategies
Massachusetts
$504K +$732K +112,918 New
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$312K
Charles Schwab
21
Charles Schwab
California
$238K +$17.3K +2,671 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$233K +$56.6K +8,732 +20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$225K +$36.6K +5,648 +13%
N
24
Nuveen
North Carolina
$219K
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$152K +$222K +34,225 New

BMEA Hedge Fund Activity: Q1 2022 in Review

50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Biomea Fusion (BMEA) for Q1 2022, worth a combined $81.2M — down 36% from $127M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BMEA positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Baker Bros. Advisors, adding an estimated $6.66M. The largest seller was RTW Investments, exiting entirely with an estimated $4.42M sold.

  • 50 institutional investors held Biomea Fusion (BMEA) as of Q1 2022, up from 49 in Q4 2021.
  • Funds reported $81.2M of Biomea Fusion stock for Q1 2022, down 36% quarter-over-quarter.
  • 11 funds opened new Biomea Fusion positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Biomea Fusion buyer in Q1 2022 was Baker Bros. Advisors, an estimated $6.66M added.
  • The largest Biomea Fusion seller in Q1 2022 was RTW Investments, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2022.