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ONC

BeOne Medicines Ltd

221 hedge funds and large institutions have $8.11B invested in BeOne Medicines Ltd in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

32% more capital invested

Capital invested by funds: $6.12B → $8.11B (+$1.99B)

13% more funds holding

Funds holding: 196221 (+25)

0.13% less ownership

Funds ownership: 6.4%6.27% (-0.13%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 76

72% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $59.2M

Holders
221
Holders Change
+25
Holders Change %
+12.76%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
50
Increased
66
Reduced
76
Closed
19
Calls
$16.8M
Puts
$59.2M
Net Calls
-$42.3M
Net Calls Change
-$37.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$1.95B
HA
2
HHLR Advisors
Cayman Islands
$907M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$896M -$42.8M -257,807 -5%
Capital International Investors
4
Capital International Investors
California
$754M +$166M +998,037 +28%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$379M -$25.7M -154,885 -6%
Temasek Holdings
6
Temasek Holdings
Singapore
$376M
BlackRock
7
BlackRock
New York
$325M -$5.68M -34,188 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$209M +$901K +5,420 +0.4%
Primecap Management
9
Primecap Management
California
$166M +$2.55M +15,347 +2%
CII
10
Capital International Inc
California
$159M -$1.08M -6,511 -0.7%
BC
11
Boxer Capital
California
$153M
State Street
12
State Street
Massachusetts
$127M -$1.65M -9,954 -1%
AG
13
Artal Group
Luxembourg
$106M -$1.66M -10,000 -2%
Invesco
14
Invesco
Georgia
$104M +$69.9M +420,637 +205%
Northern Trust
15
Northern Trust
Illinois
$101M +$1.54M +9,287 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$97.7M -$10.8M -65,170 -10%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$68.6M +$58.4M +351,362 +559%
Norges Bank
18
Norges Bank
Norway
$67.4M
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$59.9M -$26.8M -161,175 -31%
AllianceBernstein
20
AllianceBernstein
Tennessee
$50.5M -$18.3M -110,134 -27%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$47.9M -$33.3M -200,219 -41%
Legal & General Group
22
Legal & General Group
United Kingdom
$46.2M +$7.18M +43,224 +18%
Goldman Sachs
23
Goldman Sachs
New York
$44.9M -$24.5M -147,224 -35%
Ameriprise
24
Ameriprise
Minnesota
$40.5M -$24.2M -145,488 -37%
RSCM
25
Rock Springs Capital Management
Maryland
$35.6M

ONC Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BeOne Medicines Ltd (ONC) for Q4 2019, worth a combined $8.11B — up 32% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ONC positions and 19 closed out — a net gain of 31 holders — while 66 added to existing stakes and 76 trimmed.

The largest buyer was Capital International Investors, adding an estimated $166M. The largest seller was Myriad Asset Management, exiting entirely with an estimated $120M sold.

  • 221 institutional investors held BeOne Medicines Ltd (ONC) as of Q4 2019, up from 196 in Q3 2019.
  • Funds reported $8.11B of BeOne Medicines Ltd stock for Q4 2019, up 32% quarter-over-quarter.
  • 50 funds opened new BeOne Medicines Ltd positions in Q4 2019 and 19 closed out, a net change of +31 holders.
  • The largest BeOne Medicines Ltd buyer in Q4 2019 was Capital International Investors, an estimated $166M added.
  • The largest BeOne Medicines Ltd seller in Q4 2019 was Myriad Asset Management, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2019.