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Biomea Fusion

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.

New
Increased
Maintained
Reduced
Closed

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: 4250 (+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: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $110K

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
18
Reduced
10
Closed
5
Calls
Puts
$110K
Net Calls
-$110K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$55.4M +$32.3M +2,811,076 +99%
CAM
2
Cormorant Asset Management
Massachusetts
$31M
BBA
3
Baker Bros. Advisors
New York
$20.6M
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.85M +$1.44M +125,311 +18%
ACM
5
Aisling Capital Management
New York
$7.81M
RSCM
6
Rock Springs Capital Management
Maryland
$7.15M -$4.08M -354,894 -33%
BlackRock
7
BlackRock
New York
$6.47M -$2.36M -205,510 -24%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$5.34M -$4.76M -414,644 -43%
LCM
9
Laurion Capital Management
New York
$4.2M +$106K +9,251 +2%
DCM
10
Driehaus Capital Management
Illinois
$3.83M -$116K -10,105 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.24M -$516K -44,896 -16%
Invesco
12
Invesco
Georgia
$1.87M +$2.19M +190,916 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.59M +$828K +72,086 +80%
Millennium Management
14
Millennium Management
New York
$1.5M -$1.02M -89,216 -37%
HS
15
HighVista Strategies
Massachusetts
$1.42M
Morgan Stanley
16
Morgan Stanley
New York
$1.01M -$208K -18,084 -15%
EI
17
EAM Investors
California
$981K +$87.9K +7,659 +8%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$764K +$656K +57,167 +273%
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$685K
Wellington Management Group
20
Wellington Management Group
Massachusetts
$631K +$741K +64,564 New
Renaissance Technologies
21
Renaissance Technologies
New York
$604K +$146K +12,700 +26%
E
22
Ergoteles
New York
$510K -$512K -44,620 -46%
Bank of America
23
Bank of America
North Carolina
$490K +$256K +22,329 +80%
Citadel Advisors
24
Citadel Advisors
Florida
$475K -$3.29M -286,692 -86%
State Street
25
State Street
Massachusetts
$342K +$80.4K +7,000 +25%

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.