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MBX

MBX Biosciences

63 hedge funds and large institutions have $606M invested in MBX Biosciences in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

40% more funds holding

Funds holding: 4563 (+18)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

3.33% more ownership

Funds ownership: 95.24%98.57% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less capital invested

Capital invested by funds: $784M → $606M (-$178M)

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
11
Reduced
8
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$110M
O
2
OrbiMed
New York
$70.3M
NMC
3
NEA Management Company
Maryland
$66.6M
DTC
4
Deep Track Capital
Connecticut
$55.6M
Wellington Management Group
5
Wellington Management Group
Massachusetts
$53M -$601K -28,214 -1%
NA
6
NVP Associates
California
$39.4M
DCM
7
Driehaus Capital Management
Illinois
$29.2M +$12.8M +600,438 +61%
RCM
8
RA Capital Management
Massachusetts
$27.9M
EC
9
EcoR1 Capital
California
$23.2M +$1.78M +83,464 +7%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$21.4M -$669K -31,411 -3%
BlackRock
11
BlackRock
New York
$13.4M +$15.5M +727,952 New
CAM
12
Cormorant Asset Management
Massachusetts
$12.9M
Vanguard Group
13
Vanguard Group
Pennsylvania
$12.4M +$13.2M +620,948 +1,242%
TCM
14
TCG Crossover Management
California
$12M
WP
15
Woodline Partners
California
$11.2M +$1.9M +89,046 +17%
Franklin Resources
16
Franklin Resources
California
$6.81M -$1.72M -80,700 -18%
Millennium Management
17
Millennium Management
New York
$6.15M -$2.28M -106,769 -24%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.9M +$5.19M +243,434 +1,093%
Citadel Advisors
19
Citadel Advisors
Florida
$4.06M +$1.81M +84,722 +62%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$3.22M -$1.07M -50,300 -22%
PHP
21
Parkman Healthcare Partners
Connecticut
$3.13M +$3.62M +170,000 New
PIM
22
Platinum Investment Management
Australia
$2.99M +$258K +12,090 +8%
State Street
23
State Street
Massachusetts
$2.63M +$3.04M +142,649 New
Charles Schwab
24
Charles Schwab
California
$1.72M +$1.99M +93,311 New
Northern Trust
25
Northern Trust
Illinois
$1.67M +$1.93M +90,682 New

MBX Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MBX Biosciences (MBX) for Q4 2024, worth a combined $606M — down 23% from $784M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MBX positions and 15 closed out — a net gain of 18 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $15.5M. The largest seller was Millennium Management, cutting an estimated $2.28M.

  • 63 institutional investors held MBX Biosciences (MBX) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $606M of MBX Biosciences stock for Q4 2024, down 23% quarter-over-quarter.
  • 33 funds opened new MBX Biosciences positions in Q4 2024 and 15 closed out, a net change of +18 holders.
  • The largest MBX Biosciences buyer in Q4 2024 was BlackRock, an estimated $15.5M added.
  • The largest MBX Biosciences seller in Q4 2024 was Millennium Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.