Smart Money Radar / Tickers / BBIO

BBIO Pharmaceuticals, Biotechnology & Life Sciences

CROWD: AMBER Institutional ownership is building here (7 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
243
of 457 total, index funds excluded
This quarter
+59
50 out
Conviction
4 bps
median holder weight: token bet
Streak
7q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2019Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $14.4B held
FundValueNote
BlackRock, Inc. $1.1B
Kohlberg Kravis Roberts & C… $985M
JANUS HENDERSON GROUP PLC $979M
VIKING GLOBAL INVESTORS LP $879M
FARALLON CAPITAL MANAGEMENT… $695M
VANGUARD PORTFOLIO MANAGEME… $600M
VANGUARD CAPITAL MANAGEMENT… $576M
Aisling Capital Management … $378M
GEODE CAPITAL MANAGEMENT, L… $372M
STATE STREET CORP $366M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.