Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRIDGEBIO PHARMA INC (BBIO)

452 + 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
↑ +45
Streak
7Q ▲
Buyers last Q
57%

Smart Money Signals — BBIO

Based on 419 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
419 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 — +61% more funds vs a year ago

fund count last 6Q
+159 new funds entered over the past year (+61% 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 — 57% buying

259 buying197 selling
Last quarter: 259 funds bought or added vs 197 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.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new BBIO position: 72 → 86 → 68 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 24% medium ■ 31% new
187 out of 419 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.
💎

Buying through price weakness — shares +3%, value -98%

Value
-97%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~99 new funds/quarter

52 → 72 → 86 → 68 → 99 new funds/Q
New funds entering each quarter: 72 → 86 → 68 → 99. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 10% 1-2yr ■ 37% new
Of 452 current holders: 240 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 419 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 2025 Q4, 259 hedge funds were net buyers of BBIO (99 opened a new position, 160 added to an existing one), while 197 reduced or exited (143 trimmed, 54 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 7 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: +45 funds (more new holders than closures). Total institutional holders: 419.

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

Healthcare Biotechnology

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

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

27 top-rated funds 8 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: BBIO
2026 Q1 Stats Unlock in 5 days 452 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 452 402 12.44%
13F Shares 204M 198M 3.25%
Total Value $15.09B $698.26B -97.84%
New Positions 102 68 +34
Increased Positions 197 181 +16
Closed Positions 56 41 +15
Reduced Positions 173 187 -14
Total Calls 23 19 21.05%
Total Puts 22 17 29.41%
PUT/CALL Ratio 0.96 0.89 Neutral

Statistics: BBIO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

452 + investors

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

Top 25 institutional holders of BBIO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aisling Capital Management LP 79.35% 5,089,611 $378.0M
2 Laurion Capital Management LP 4.09% 1,262,651 $93.8M
3 Knott David M Jr 3.98% 90,000 $6.7M
4 Atle Fund Management AB 3.84% 111,363 $11.9M
5 Monashee Investment Management LLC 2.71% 67,139 $5.0M
6 NAN FUNG TRINITY (HK) Ltd 1.79% 219,215 $16.3M
7 SC US (TTGP), LTD. 1.49% 1,860,364 $138.2M
8 EMERALD ADVISERS, LLC 1.21% 515,361 $38.3M
9 EMERALD MUTUAL FUND ADVISERS TRUST 1.15% 320,211 $23.8M
10 MOODY ALDRICH PARTNERS LLC 1.02% 75,948 $5.6M
11 HARVEY CAPITAL MANAGEMENT INC 0.97% 57,285 $4.3M
12 PLATINUM INVESTMENT MANAGEMENT LTD 0.92% 49,269 $3.7M
13 Rhenman & Partners Asset Management AB 0.83% 90,600 $6.7M
14 SECTOR GAMMA AS 0.78% 44,263 $3.3M
15 Persistent Asset Partners Ltd 0.66% 23,810 $1.8M
16 GW&K Investment Management, LLC 0.63% 962,643 $71K
17 Lisanti Capital Growth, LLC 0.59% 31,405 $2.3M
18 Affinity Asset Advisors, LLC 0.58% 150,000 $11.1M
19 TEMA ETFS LLC 0.56% 112,273 $8.3M
20 DIAMANT ASSET MANAGEMENT, INC. 0.38% 527,246 $527K
21 Portman Square Capital LLP 0.38% 133,600 $9.9M
22 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.38% 5,785 $430K
23 Legato Capital Management LLC 0.38% 56,326 $4.2M
24 MIZUHO MARKETS AMERICAS LLC 0.35% 171,288 $12.7M
25 Hillsdale Investment Management Inc. 0.34% 167,742 $12.5M
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 — 7 quarters in a row: For 7 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 — 57% buying: Last quarter: 259 funds bought or added vs 197 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: 46 of 419 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?

45% of holders stayed for 2+ years: 187 out of 419 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.

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.