BEAM THERAPEUTICS INC BEAM
COM · Common Stock · CUSIP 07373V105 · ISIN US07373V1052
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersCambridge, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($54.2m this quarter). Holder counts are more reliable. Shares outstanding: 82.4m as of 2024-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $23.44. Options: 11 managers hold calls ($18.7m notional), 8 hold puts ($7.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 225 |
| Q4 2022 | 210 |
| Q1 2023 | 209 |
| Q2 2023 | 196 |
| Q3 2023 | 198 |
| Q4 2023 | 187 |
| Q1 2024 | 223 |
| Q2 2024 | 215 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 109 | 96 |
| Q1 2023 | 108 | 88 |
| Q2 2023 | 96 | 80 |
| Q3 2023 | 110 | 69 |
| Q4 2023 | 91 | 94 |
| Q1 2024 | 132 | 64 |
| Q2 2024 | 105 | 103 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $16.4m | $12.2m | 0.74 |
| Q4 2023 | $10.0m | $5.7m | 0.57 |
| Q1 2024 | $13.8m | $29.1m | 2.12 |
| Q2 2024 | $18.7m | $7.1m | 0.38 |
Biggest buyers
| ARCH Venture Management, LLC | New | +5.4m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +3.4m |
| FIRST TRUST ADVISORS LP | New | +1.5m |
| BlackRock Inc. | Added | +928.8k |
| DEUTSCHE BANK AG\ | Added | +801.2k |
| CITADEL ADVISORS LLC | Added | +729.6k |
| JPMORGAN CHASE & CO | Added | +449.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +407.5k |
| VANGUARD GROUP INC | Added | +321.6k |
| JANE STREET GROUP, LLC | Added | +278.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -11.6m |
| Darwin Global Management, Ltd. | Sold out | -2.1m |
| ARK Investment Management LLC | Reduced | -556.0k |
| FMR LLC | Reduced | -486.8k |
| Pictet Asset Management Holding SA | Reduced | -292.4k |
| STATE STREET CORP | Reduced | -239.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -238.0k |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -221.5k |
| Jefferies Financial Group Inc. | Sold out | -195.0k |
| Redmile Group, LLC | Reduced | -176.6k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $7.4m317.4k shares |
| JPMORGAN CHASE & CO | New | $4.4m186.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.2m92.4k shares |
| CITADEL ADVISORS LLC | Added | $1.9m81.9k shares |
| BARCLAYS PLC | Reduced | $1.0m44.0k shares |
| GROUP ONE TRADING LLC | Added | $606.8k25.9k shares |
| CITIGROUP INC | Reduced | $585.8k25.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $379.0k16.2k shares |
| Caption Management, LLC | Reduced | $234.3k10.0k shares |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | Not comparable | $12.0k30.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.6m111.1k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m86.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $927.0k39.6k shares |
| CITIGROUP INC | Reduced | $585.8k25.0k shares |
| JANE STREET GROUP, LLC | Reduced | $433.5k18.5k shares |
| GROUP ONE TRADING LLC | Reduced | $302.2k12.9k shares |
| Caption Management, LLC | Reduced | $234.3k10.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · passive investor -1.0 pts · filed 2026-02-05 | 12.6% |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 13G · institution filed 2026-08-13 | 10.0% |
| Farallon Capital Partners, L.P. 13G · passive investor no change · filed 2026-02-05 | 10.0% |
| ARK Investment Management LLC 13G · institution -2.3 pts · filed 2026-08-14 | 9.9% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-02-09 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 1 | $3.3m | — |
| Q4 2022 | 0 | — | 2 | $4.5m | — |
| Q1 2023 | 0 | — | 2 | $6.7m | — |
| Q2 2023 | 0 | — | 5 | $1.1m | $1.1m |
| Q3 2023 | 0 | — | 2 | $5.0m | $5.0m |
| Q4 2023 | 0 | — | 2 | $378.3k | $378.3k |
| Q1 2024 | 0 | — | 2 | $3.6m | $3.6m |
| Q2 2024 | 0 | — | 5 | $3.2m | $3.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-27 | Evans John M. CEO, director | Sold plan | $1.5m60.0k shares |
| 2024-04-02 | Simon Amy Chief Medical Officer | Sold plan | $504.8k16.5k shares |
| 2024-04-01 | Evans John M. CEO, director | Sold plan | $581.6k18.1k shares |
| 2024-04-01 | Simon Amy Chief Medical Officer | Sold plan | $230.0k7.2k shares |
| 2024-04-01 | Burrell Terry-Ann Chief Financial Officer | Sold plan | $174.9k5.4k shares |
| 2024-04-01 | Ciaramella Giuseppe President | Sold plan | $145.6k4.5k shares |
| 2024-04-01 | Bellon Christine Chief Legal Officer | Sold plan | $109.2k3.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.09% of their portfolio | 7.9m $185.4m | Added +3.4m |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.9m $185.1m | Added +321.6k |
| BlackRock Inc. 0.00% of their portfolio | 7.6m $178.9m | Added +928.8k |
| ARK Investment Management LLC 1.59% of their portfolio | 7.6m $178.7m | Reduced -556.0k |
| ARCH Venture Management, LLC 47.94% of their portfolio | 5.4m $127.5m | New |
| FMR LLC 0.01% of their portfolio | 4.4m $103.3m | Reduced -486.8k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $81.8m | Reduced -239.0k |
| MWG Management Ltd. 58.01% of their portfolio | 2.3m $53.1m | Reduced -80.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.2m $52.1m | Reduced -137.4k |
| Amova Asset Management Americas, Inc. 0.60% of their portfolio | 2.2m $52.1m | Reduced -137.4k |
| Temasek Holdings (Private) Ltd 0.20% of their portfolio | 1.8m $42.5m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $40.5m | Added +92.9k |
| Redmile Group, LLC 2.41% of their portfolio | 1.7m $39.9m | Reduced -176.6k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.5m $34.7m | New |
| Bellevue Group AG 0.54% of their portfolio | 1.4m $33.2m | Added +225.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.4m $32.7m | Added +147.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $32.3m | Added +449.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.0m $24.6m | Added +407.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 862.0k $20.2m | Added +801.2k |
| Yiheng Capital Management, L.P. 2.79% of their portfolio | 845.5k $19.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 803.8k $18.8m | Reduced -11.6m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 784.6k $18.4m | Added +232.4k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 769.2k $18.0m | Added +729.6k |
| Casdin Capital, LLC 1.21% of their portfolio | 675.0k $15.8m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 657.4k $15.4m | Reduced -1.8k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 623.6k $14.6m | Reduced -128.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 593.3k $13.9m | Added +14.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 450.2k $10.5m | Added +278.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 419.6k $9.8m | Added +121.2k |
| NORGES BANK 0.00% of their portfolio | 410.8k $9.6m | Added +116.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 383.0k $9.0m | Added +146.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 362.1k $8.5m | Added +41.1k |
| Alphabet Inc. 0.38% of their portfolio | 321.6k $7.5m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 287.6k $6.7m | Reduced -2.3k |
| TANG CAPITAL MANAGEMENT LLC 0.64% of their portfolio | 270.0k $6.3m | New |
| Rock Springs Capital Management LP 0.18% of their portfolio | 249.9k $5.9m | Added +102.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 230.2k $5.4m | Added +1.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 184.6k $4.3m | Added +10.4k |
| TD Asset Management Inc 0.00% of their portfolio | 175.9k $4.1m | Added +13.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 174.2k $4.1m | First filing |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 169.6k $4.0m | Added +25.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 165.8k $3.9m | Added +84.1k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 165.3k $3.9m | Reduced -79.1k |
| UBS Group AG 0.00% of their portfolio | 162.6k $3.8m | Reduced -87.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 151.1k $3.7m | New |
| Susquehanna Portfolio Strategies, LLC 0.14% of their portfolio | 144.6k $3.4m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 137.1k $3.2m | Added +32.3k |
| Swiss National Bank 0.00% of their portfolio | 136.7k $3.2m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 132.6k $3.1m | Added +23.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 120.8k $2.8m | Reduced -238.0k |
| Walleye Capital LLC 0.03% of their portfolio | 104.9k $2.5m | Added +7.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 102.4k $2.4m | Added +4.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 95.6k $2.2m | Added +23.8k |
| CITIGROUP INC 0.00% of their portfolio | 90.3k $2.1m | Reduced -168.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 88.1k $2.1m | Unchanged |
| Vestmark Advisory Solutions, Inc. 0.08% of their portfolio | 83.6k $2.0m | Reduced -31.2k |
| BARCLAYS PLC 0.00% of their portfolio | 81.8k $1.9m | Reduced -4.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 80.8k $1.9m | Reduced -26.3k |
| Liontrust Investment Partners LLP 0.03% of their portfolio | 80.0k $1.9m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 77.7k $1.8m | Added +61.5k |
| ADAR1 Capital Management, LLC 0.34% of their portfolio | 72.8k $1.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 70.6k $1.7m | Reduced -2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 68.3k $1.6m | Reduced -1.5k |
| Invesco Ltd. 0.00% of their portfolio | 64.7k $1.5m | Reduced -677 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 61.8k $1.4m | Added +14.9k |
| Clarius Group, LLC 0.10% of their portfolio | 60.6k $1.4m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 59.1k $1.4m | New |
| Scientech Research LLC 0.25% of their portfolio | 51.9k $1.2m | Added +32.5k |
| Krilogy Financial LLC 0.09% of their portfolio | 51.3k $1.2m | Added +17.7k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 50.0k $1.7m | Unchanged |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 49.6k $1.2m | Added +5.7k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 49.0k $1.1m | Added +1.2k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 47.1k $1.1m | Reduced -1.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 46.9k $1.1m | Reduced -8.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 46.7k $1.1m | Reduced -2.5k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.6k $1.1m | Added +36.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 44.2k $1.0m | Added +7.5k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 43.5k $1.0m | Added +5.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 43.1k $1.0m | Added +10.2k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 42.8k $1.0m | Reduced -105.4k |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.64% of their portfolio | 42.0k $984.1k | New |
| Corebridge Financial, Inc. 0.01% of their portfolio | 41.1k $963.8k | First filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 41.1k $962.4k | New |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 37.5k $878.6k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 37.0k $866.6k | Added +9.8k |
| Eisler Capital (US) LLC 0.15% of their portfolio | 34.4k $805.5k | New |
| XTX Topco Ltd 0.06% of their portfolio | 31.8k $745.3k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 31.5k $738.7k | Added +533 |
| PROFUND ADVISORS LLC 0.03% of their portfolio | 30.9k $723.2k | Reduced -7.8k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 30.5k $715.0k | Reduced -18.2k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 29.1k $682.1k | Unchanged |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 28.4k $664.5k | Added +22.3k |
| LPL Financial LLC 0.00% of their portfolio | 26.4k $619.3k | Added +2.5k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 24.4k $571.7k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 23.9k $559.3k | Added +4.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 23.5k $550.6k | Unchanged |
| Corton Capital Inc. 0.27% of their portfolio | 22.0k $514.6k | New |
| Erste Asset Management GmbH 0.01% of their portfolio | 21.7k $520.4k | Unchanged |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 21.2k $497.4k | Reduced -1.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 20.9k $489.2k | Reduced -221 |