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BNR

Burning Rock Biotech
BNR

54 hedge funds and large institutions have $635M invested in Burning Rock Biotech in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $474M → $635M (+$161M)

0.33% more ownership

Funds ownership: 2.37% → 2.7% (+0.33%)

7% less funds holding

Funds holding: 58 → 54 (-4)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
13
Increased
15
Reduced
17
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$152M
2
Goldman Sachs
Goldman Sachs
New York
+$20.9M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$20.7M
4
NAMA
Nikko Asset Management Americas
New York
+$14.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
O
OrbiMed
New York
-$68.9M
2
CC
Casdin Capital
New York
-$32.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.3M
4
AMH
Aspex Management (HK)
Hong Kong
-$11.2M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RE
51
RBC Europe
United Kingdom
$13.5K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1K +$1.22K +4 New
AMH
53
Aspex Management (HK)
Hong Kong
– -$11.2M -48,642 Closed
ACM
54
Asymmetry Capital Management
California
– -$5.03M -21,773 Closed
PA
55
Perceptive Advisors
New York
– -$3.46M -15,000 Closed
MIM
56
Monashee Investment Management
Massachusetts
– -$1.85M -8,000 Closed
HLA
57
Hamilton Lane Advisors
Pennsylvania
– -$1.03M -4,442 Closed
MWA
58
Marshall Wace Asia
Hong Kong
– -$913K -3,952 Closed
Tudor Investment Corp
59
Tudor Investment Corp
Connecticut
– -$597K -2,585 Closed
Alyeska Investment Group
60
Alyeska Investment Group
Illinois
– -$458K -1,984 Closed
DI
61
DUMAC Inc
North Carolina
– -$248K -1,072 Closed
JG
62
Jefferies Group
New York
– -$231K -1,000 Closed
LMGAM
63
Liberty Mutual Group Asset Management
Massachusetts
– -$231K -998 Closed
MCCP
64
Mission Creek Capital Partners
California
– -$225K -972 Closed
VU
65
Vanderbilt University
Tennessee
– -$218K -943 Closed
HTC
66
Hershey Trust Company
Pennsylvania
– -$142K -613 Closed
UBS Group
67
UBS Group
Switzerland
– -$9K -41 Closed
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
– -$6.09K -20 -91%
ASN
69
Advisory Services Network
Georgia
– -$1K -4 Closed
SOW
70
State of Wyoming
Wyoming
– +$304 +1 New
1 2
3

BNR Hedge Fund Activity: Q1 2021 in Review

54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Burning Rock Biotech (BNR) for Q1 2021, worth a combined $635M — up 34% from $474M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BNR and 13 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $152M. The largest seller was OrbiMed, cutting an estimated $68.9M.

  • 54 institutional investors held Burning Rock Biotech (BNR) as of Q1 2021, down from 58 in Q4 2020.
  • Funds reported $635M of Burning Rock Biotech stock for Q1 2021, up 34% quarter-over-quarter.
  • 13 funds opened new Burning Rock Biotech positions in Q1 2021 and 16 closed out, a net change of -3 holders.
  • The largest Burning Rock Biotech buyer in Q1 2021 was Baillie Gifford & Co, an estimated $152M added.
  • The largest Burning Rock Biotech seller in Q1 2021 was OrbiMed, an estimated $68.9M sold.

Based on aggregated 13F filings for Q1 2021.