Biomea Fusion
BMEA
100 hedge funds and large institutions have $405M invested in Biomea Fusion in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
98% more call options, than puts
Call options by funds: $45.1M | Put options by funds: $22.8M
18% more funds holding
Funds holding: 85 → 100 (+15)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
2% less capital invested
Capital invested by funds: $414M → $405M (-$9.36M)
6.41% less ownership
Funds ownership: 84.55% → 78.13% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$3.28M |
| 2 |
Jane Street
New York
|
+$3.07M |
| 3 |
Morgan Stanley
New York
|
+$3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$2.91M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$15.3M |
| 2 |
State Street
Boston,
Massachusetts
|
-$11.5M |
| 3 |
PA
Perceptive Advisors
New York
|
-$9.86M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$3.44M |
| 5 |
Two Sigma Investments
New York
|
-$3.39M |
BMEA Hedge Fund Activity: Q4 2023 in Review
100 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Biomea Fusion (BMEA) for Q4 2023, worth a combined $405M — down 2.3% from $414M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BMEA positions and 15 closed out — a net gain of 15 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Driehaus Capital Management, adding an estimated $3.28M. The largest seller was Janus Henderson Group, cutting an estimated $15.3M.
- 100 institutional investors held Biomea Fusion (BMEA) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $405M of Biomea Fusion stock for Q4 2023, down 2.3% quarter-over-quarter.
- 30 funds opened new Biomea Fusion positions in Q4 2023 and 15 closed out, a net change of +15 holders.
- The largest Biomea Fusion buyer in Q4 2023 was Driehaus Capital Management, an estimated $3.28M added.
- The largest Biomea Fusion seller in Q4 2023 was Janus Henderson Group, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2023.