Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bridgebio Pharma Inc (BBIO)

457 + Investors. Track Smart Money conviction in BBIO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — BBIO

Based on 461 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added BBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
461 hedge funds hold BBIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+154 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

274 buying213 selling
Last quarter: 274 funds bought or added vs 213 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 73 → 104 → 89. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 33% new
192 out of 461 hedge funds have held BBIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

75 → 88 → 73 → 104 → 89 new funds/Q
New funds entering each quarter: 88 → 73 → 104 → 89. A growing number of institutions are discovering BBIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 39% newcomers

■ 52% veterans ■ 8% 1-2yr ■ 39% new
Entry-cohort mix of 490 holders: 257 (52%) are 2+ year veterans, 40 entered 1–2 years ago, and 193 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
66 of 456 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BBIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBIO

In 2026 Q1, 274 hedge funds were net buyers of BBIO (89 opened a new position, 185 added to an existing one), while 213 reduced or exited (147 trimmed, 66 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in BBIO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 461.

Hedge Fund Ownership: BBIO

How many hedge funds hold BBIO — quarterly history vs. share price
Quarterly hedge fund ownership of BBIO vs. share price

Market Analysis: BBIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBIO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bridgebio Pharma Inc (BBIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBIO has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
BBIO
+7.2%
XLV
+5.5%

BBIO outperformed XLV by +1.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
BBIO
+0.0%
XLV
+0.0%

Since the filing became public, BBIO outperformed XLV by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 12 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: BBIO
2026 Q2 Stats Unlock in 3 days 457 + Investors

Track Smart Money conviction in BBIO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 457 437 4.58%
13F Shares 207M 205M 0.73%
Total Value $14.82B $15.13B -2.04%
New Positions 87 104 -17
Increased Positions 180 156 +24
Closed Positions 67 57 +10
Reduced Positions 136 139 -3
Total Calls 18 23 -21.74%
Total Puts 16 22 -27.27%
PUT/CALL Ratio 0.89 0.96 Neutral

Statistics: BBIO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

457 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBIO. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BBIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aisling Capital Management LP 72.48% 4,589,611 $341.8M
2 Kohlberg Kravis Roberts & Co. L.P. 17.30% 13,260,971 $987.7M
3 Catalio Capital Management, LP 6.37% 455,041 $33.9M
4 Boone Capital Management LLC 5.92% 339,720 $25.3M
5 First Turn Management, LLC 5.05% 633,364 $47.2M
6 Knott David M Jr 3.66% 92,850 $6.9M
7 Ishara Investments LP 3.14% 57,400 $4.3M
8 Laurion Capital Management LP 2.58% 1,352,234 $100.7M
9 Frazier Life Sciences Management, L.P. 2.51% 1,548,139 $115.3M
10 Atle Fund Management AB 2.50% 124,707 $9.3M
11 Sphera Funds Management LTD. 2.38% 245,346 $18.3M
12 Viking Global Investors LP 2.11% 9,949,219 $741.0M
13 Cormorant Asset Management, LP 2.10% 550,000 $41.0M
14 Bellevue Group AG 1.86% 1,189,506 $88.6M
15 Lion Point Capital, LP 1.78% 5,000 $372K
16 PFM Health Sciences, LP 1.62% 253,358 $18.9M
17 NAN FUNG TRINITY (HK) Ltd 1.61% 219,215 $16.3M
18 Ironwood Investment Management LLC 1.58% 61,163 $4.6M
19 Nicholas Investment Partners, LP 1.31% 311,494 $23.2M
20 Frontier Capital Management Co LLC 0.95% 1,373,057 $102.3M
21 Exome Asset Management LLC 0.84% 18,359 $1.4M
22 Summit Partners Public Asset Management, LLC 0.81% 621,125 $46.3M
23 Integral Health Asset Management, LLC 0.81% 275,000 $20.5M
24 Troluce Capital Advisors LLC 0.77% 100,000 $7.4M
25 Platinum Investment Management Ltd 0.73% 39,742 $3.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bridgebio Pharma Inc (BBIO)

What does the Smart Money Trend signal show for BBIO?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added BBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBIO?

Slight buying edge — 56% buying: Last quarter: 274 funds bought or added vs 213 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBIO holders?

Elite ownership — 46% AUM from top-100 funds: 66 of 456 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BBIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBIO?

42% of holders stayed for 2+ years: 192 out of 461 hedge funds have held BBIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bridgebio Pharma Inc (BBIO) following the 2026 Q2 hedge fund 13F filings?

As of today, BBIO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BBIO has gained +7.2% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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