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ONC

BeOne Medicines Ltd

243 hedge funds and large institutions have $15.7B invested in BeOne Medicines Ltd in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $8.32M

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

107% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 55

66% more capital invested

Capital invested by funds: $9.45B → $15.7B (+$6.26B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more funds holding

Funds holding: 220243 (+23)

0.31% less ownership

Funds ownership: 5%4.69% (-0.31%)

Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.9%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
40
Increased
114
Reduced
55
Closed
15
Calls
$46.9M
Puts
$8.32M
Net Calls
+$38.5M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$3.81B +$358M +1,524,312 +13%
Capital International Investors
2
Capital International Investors
California
$1.71B +$2.1M +8,945 +0.2%
HA
3
HHLR Advisors
Cayman Islands
$1.57B
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.46B -$85.9M -365,394 -7%
Primecap Management
5
Primecap Management
California
$966M +$380M +1,616,090 +92%
Temasek Holdings
6
Temasek Holdings
Singapore
$759M
BlackRock
7
BlackRock
New York
$643M +$14.9M +63,336 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$476M -$69.5M -295,862 -15%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$411M +$261M +1,109,006 +340%
BC
10
Boxer Capital
California
$319M +$44.5M +189,188 +20%
CII
11
Capital International Inc
California
$315M -$3.62M -15,388 -1%
Invesco
12
Invesco
Georgia
$288M +$30.8M +131,038 +15%
AG
13
Artal Group
Luxembourg
$258M +$11.8M +50,000 +6%
State Street
14
State Street
Massachusetts
$245M +$17.9M +76,257 +10%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$225M +$44.5M +189,163 +32%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$137M -$60.4M -257,045 -35%
Sands Capital Management
17
Sands Capital Management
Virginia
$134M +$25.8M +109,754 +31%
Northern Trust
18
Northern Trust
Illinois
$94.2M +$4.08M +17,375 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$76.9M +$2.41M +10,241 +4%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$72.1M +$18.7M +79,700 +46%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$68.8M +$25.5M +108,324 +82%
MICM
22
Matthews International Capital Management
California
$61.8M -$7.52M -32,000 -13%
RSCM
23
Rock Springs Capital Management
Maryland
$61.6M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$58.7M +$2.87M +12,230 +6%
Bank of America
25
Bank of America
North Carolina
$50.8M +$7.39M +31,426 +22%

ONC Hedge Fund Activity: Q3 2020 in Review

243 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BeOne Medicines Ltd (ONC) for Q3 2020, worth a combined $15.7B — up 66% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONC positions and 15 closed out — a net gain of 25 holders — while 114 added to existing stakes and 55 trimmed.

The largest buyer was Primecap Management, adding an estimated $380M. The largest seller was Fidelity Investments, cutting an estimated $85.9M.

  • 243 institutional investors held BeOne Medicines Ltd (ONC) as of Q3 2020, up from 220 in Q2 2020.
  • Funds reported $15.7B of BeOne Medicines Ltd stock for Q3 2020, up 66% quarter-over-quarter.
  • 40 funds opened new BeOne Medicines Ltd positions in Q3 2020 and 15 closed out, a net change of +25 holders.
  • The largest BeOne Medicines Ltd buyer in Q3 2020 was Primecap Management, an estimated $380M added.
  • The largest BeOne Medicines Ltd seller in Q3 2020 was Fidelity Investments, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2020.