BIOMEA FUSION INC BMEA
COM · Common Stock · CUSIP 09077A106
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSan Carlos, CA
- 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. Holder counts are more reliable. Shares outstanding: 72.5m as of 2026-07-31, 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 ≈ $1.46. Options: 6 managers hold calls ($3.4m notional), 4 hold puts ($433.6k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 50 |
| Q4 2022 | 56 |
| Q1 2023 | 74 |
| Q2 2023 | 91 |
| Q3 2023 | 86 |
| Q4 2023 | 101 |
| Q1 2024 | 105 |
| Q2 2024 | 108 |
| Q3 2024 | 89 |
| Q4 2024 | 109 |
| Q1 2025 | 97 |
| Q2 2025 | 88 |
| Q3 2025 | 73 |
| Q4 2025 | 60 |
| Q1 2026 | 65 |
| Q2 2026 | 62 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 39 | 58 |
| Q4 2024 | 56 | 41 |
| Q1 2025 | 41 | 49 |
| Q2 2025 | 49 | 62 |
| Q3 2025 | 33 | 49 |
| Q4 2025 | 23 | 37 |
| Q1 2026 | 30 | 22 |
| Q2 2026 | 29 | 25 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $971.0k | $981.7k | 1.01 |
| Q4 2025 | $2.2m | $600.2k | 0.27 |
| Q1 2026 | $1.6m | $372.2k | 0.23 |
| Q2 2026 | $3.4m | $433.6k | 0.13 |
Biggest buyers
| MARSHALL WACE, LLP | Added | +851.3k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +232.6k |
| MAI Capital Management | Added | +200.0k |
| GSA CAPITAL PARTNERS LLP | Added | +186.5k |
| JANE STREET GROUP, LLC | Added | +182.6k |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | Added | +166.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +160.7k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +142.7k |
| Jain Global LLC | New | +75.7k |
| BlackRock, Inc. | Added | +74.0k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -611.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -310.5k |
| XTX Topco Ltd | Reduced | -123.7k |
| NORTHERN TRUST CORP | Reduced | -80.4k |
| UBS Group AG | Reduced | -70.8k |
| Mariner, LLC | Reduced | -59.9k |
| BARCLAYS PLC | Reduced | -50.0k |
| HRT FINANCIAL LP | Sold out | -47.9k |
| Quadrature Capital Ltd | Sold out | -46.2k |
| GROUP ONE TRADING LLC | Sold out | -41.5k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $1.3m888.6k shares |
| SIMPLEX TRADING, LLC | Added | $725.4k493.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $585.8k398.5k shares |
| HRT FINANCIAL LP | New | $367.0k250.0k shares |
| CITADEL ADVISORS LLC | Reduced | $262.1k178.3k shares |
| JANE STREET GROUP, LLC | Added | $180.8k123.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $317.2k215.8k shares |
| GROUP ONE TRADING LLC | Added | $95.1k64.7k shares |
| CITADEL ADVISORS LLC | New | $19.4k13.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.9k1.3k 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 |
|---|---|
| CVI Investments, Inc. 13G · passive investor no change · filed 2026-02-17 | 9.9% |
| Blue Owl Capital Holdings LP 13G · institution +2.5 pts · filed 2026-02-12 | 5.9% |
| JANUS HENDERSON GROUP PLC 13G · institution new · filed 2025-12-08 | 5.0% |
Fell to 5% or below in the last year: Erdtmann Rainer M (3.9%, 2026-02-06)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 2 | $196.4k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.00% of their portfolio | 8.8m $13.0m | Added +1.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.8m $4.2m | Added +232.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 2.0m $3.0m | Added +851.3k |
| Aisling Capital Management LP 0.64% of their portfolio | 2.0m $3.0m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.5m $2.1m | Added +142.7k |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.03% of their portfolio | 723.2k $1.1m | Added +166.1k |
| BlackRock, Inc. 0.00% of their portfolio | 715.4k $1.1m | Added +74.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 708.9k $1.0m | Added +160.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 612.7k $900.7k | Reduced -17.1k |
| Mariner, LLC 0.00% of their portfolio | 594.7k $874.2k | Reduced -59.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 458.3k $673.7k | Added +182.6k |
| UBS Group AG 0.00% of their portfolio | 444.7k $653.8k | Reduced -70.8k |
| XTX Topco Ltd 0.01% of their portfolio | 406.9k $598.1k | Reduced -123.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 384.5k $565.2k | Reduced -4.2k |
| MORGAN STANLEY 0.00% of their portfolio | 367.0k $539.5k | Added +20.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 338.3k $497.4k | Added +2.2k |
| MAI Capital Management 0.00% of their portfolio | 289.1k $425.0k | Added +200.0k |
| STATE STREET CORP 0.00% of their portfolio | 257.3k $378.3k | Added +49.3k |
| SUPERSTRING CAPITAL MANAGEMENT LP 0.05% of their portfolio | 250.0k $85.3k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 216.0k $318.0k | Added +186.5k |
| LMR Partners LLP 0.00% of their portfolio | 200.0k $261.0k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 128.5k $188.9k | Reduced -80.4k |
| Headlands Technologies LLC 0.02% of their portfolio | 111.3k $163.7k | Added +5.8k |
| Marex Group Ltd 0.00% of their portfolio | 100.0k $147.0k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 93.8k $137.8k | Added +18.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 84.6k $124.4k | Unchanged |
| Jain Global LLC 0.00% of their portfolio | 75.7k $111.3k | New |
| GRIFFIN ASSET MANAGEMENT, INC. 0.01% of their portfolio | 59.8k $87.9k | Added +1.5k |
| Graham Capital Management, L.P. 0.00% of their portfolio | 53.5k $78.6k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 44.9k $66.0k | Reduced -611.9k |
| ADAR1 Capital Management, LLC 0.00% of their portfolio | 43.4k $63.8k | Unchanged |
| Rathbones Group PLC 0.00% of their portfolio | 37.0k $54.4k | Reduced -37.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 34.6k $50.9k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 32.8k $48.2k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 24.0k $35.3k | Unchanged |
| CFS Investment Advisory Services, LLC 0.00% of their portfolio | 15.8k $22.3k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 15.8k $23.2k | New |
| BIRCH FINANCIAL GROUP, LLC 0.01% of their portfolio | 14.0k $20.6k | Unchanged |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 14.0k $20.5k | Reduced -19.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 12.7k $18.7k | New |
| Creative Planning 0.00% of their portfolio | 12.0k $17.6k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 12.0k $17.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.8k $15.9k | Added +4.8k |
| FORTEM FINANCIAL GROUP, LLC 0.00% of their portfolio | 10.0k $14.7k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 7.5k $11.0k | Added +516 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 7.1k $10.4k | Added +13 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 6.5k $9.6k | New |
| Markowski Investments 0.00% of their portfolio | 5.5k $8.1k | First filing |
| CITIGROUP INC 0.00% of their portfolio | 4.7k $6.9k | Added +698 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 3.5k $5.2k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.9k $4.1k | Added +2.8k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 2.0k $2.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 1.6k $2.3k | Reduced -50.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.1k $1.5k | Unchanged |
| Fortitude Family Office, LLC 0.00% of their portfolio | 454 $667 | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 375 $551 | First filing |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 250 $368 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 128 $169 | Unchanged |
| Allied Private Wealth LLC 0.00% of their portfolio | 123 $159 | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 99 $0 | Reduced -135 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 68 $100 | Added +65 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $0 | Reduced -1 |