At BPIQ we have started to track quarterly 13F filings for some of the largest biotech hedge funds. Q1 2022 13F filings were made on or just before May 16, 2022. We focused on EcoR1, RA Capitol, Baker Brothers, Perceptive Advisors and Orbimed Partners, some of the largest and best known biotech hedge funds. Like most biotech investors, these funds had a tough year in 2021 (See "Hedge Funds Suffer Big Losses in Biotech Rout" (The Wall Street Journal 12/6/21)) and likely have had troubles this year, as headwinds from the biotech sector push hard against even the most experienced biotech investors.
RA Capital
Table RA-1 provides the stocks that RA Capital added in Q1 2022. Table RA-2 lists the stocks whose positions RA Capital closed out (sold all shares) in Q1 2022. Table RA-3 provides a listing of the top 10 holdings of the hedge fund RA Capital.
We extracted a lot more info about RA capitol and the other biotech hedge funds listed above. Subscribers can find our full article with extended analysis and get access to a Google Sheet with all the details here.
Table RA-1. The following stocks were added to the RA cap fund in Q1, 2022:
Table RA-2. All of the shares of the following stocks were sold in the RA cap fund in Q1, 2022:
Table RA-3. RA cap Top 10 holdings Q1 2022
This article is NOT legal, investment or tax advice. Please do your own diligence before making any investments.
*Article history:
First posted: 5/18/22 (only baker info)