L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 13 Feb 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 15 listed it in both
Shares listed
42,409,652
combined, among listed positions
Reported value
$4.1bn
combined, at the quarter end

Among the 93 comparable managers: 14 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BMRN in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Dodge & Cox13,994,063$1.3bn0.86%Trimmed-159,44022 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors10,774,641$1.0bn0.26%Added+4,756,67113 Feb 2024 (the filing on sec.gov)
Viking Global Investors LP4,889,454$471m1.73%Added+673,99814 Feb 2024 (the filing on sec.gov)
Elliott Investment Management LP3,000,338$289m1.55%Newnew14 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd2,790,343$269m0.16%Trimmed-634,19614 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,605,983$155munder 0.1%Addedn.a.16 Feb 2024 (the filing on sec.gov)
Millennium Management LLC1,168,355$113munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP455,300$44m0.11%Newnew14 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP431,343$42m0.07%Added+223,65614 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC424,569$41m0.08%Trimmed-485,82714 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP413,965$40m0.09%Trimmed-100,03314 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC386,671$37m0.06%Trimmed-195,10013 Feb 2024 (the filing on sec.gov)
Third Point LLC385,000$37m0.56%Newnew14 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC348,722$34munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP335,214$32m0.08%Trimmed-238,30014 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC278,711$27m0.05%Trimmed-177,47714 Feb 2024 (the filing on sec.gov)
Moore Capital Management LP210,000$20m0.35%Added+14,80014 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP190,970$18m0.10%Added+29,57614 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC171,160$17m0.11%Added+76,15914 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP74,613$7.2munder 0.1%Trimmed-56,29714 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC67,653$6.5m0.05%Added+1,47714 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd12,584$1.2munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
16 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BMRN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201314$2.3bnn.a.n.a.
Q3 201314$2.8bnn.a.n.a.
Q4 201311$2.5bnn.a.n.a.
Q1 20148$2.1bnn.a.n.a.
Q2 20149$1.9bnn.a.n.a.
Q3 20148$2.5bnn.a.n.a.
Q4 201412$3.3bnn.a.n.a.
Q1 201515$5.4bnn.a.n.a.
Q2 201514$6.3bnn.a.n.a.
Q3 201520$5.1bnn.a.n.a.
Q4 201514$4.8bnn.a.n.a.
Q1 201610$3.4bnn.a.n.a.
Q2 201611$2.7bnn.a.n.a.
Q3 201617$3.7bnn.a.n.a.
Q4 201613$3.0bnn.a.n.a.
Q1 201711$3.2bnn.a.n.a.
Q2 201714$3.2bnn.a.n.a.
Q3 201716$3.9bnn.a.n.a.
Q4 201716$3.8bnn.a.n.a.
Q1 201817$3.3bnn.a.n.a.
Q2 201814$3.6bnn.a.n.a.
Q3 201814$3.6bnn.a.n.a.
Q4 201813$3.0bnn.a.n.a.
Q1 201915$3.1bnn.a.n.a.
Q2 201919$3.0bnn.a.n.a.
Q3 201913$2.1bnn.a.n.a.
Q4 201915$3.0bnn.a.n.a.
Q1 202014$2.5bnn.a.n.a.
Q2 202011$3.6bnn.a.n.a.
Q3 202012$3.0bnn.a.n.a.
Q4 202012$3.7bnn.a.n.a.
Q1 202110$3.1bnn.a.n.a.
Q2 202111$3.4bnn.a.n.a.
Q3 202114$3.0bnn.a.n.a.
Q4 202114$3.4bnn.a.n.a.
Q1 202219$3.0bnn.a.n.a.
Q2 202221$2.9bnn.a.n.a.
Q3 202225$3.1bnn.a.n.a.
Q4 202226$4.0bnn.a.n.a.
Q1 202320$3.3bnn.a.n.a.
Q2 202318$2.9bnn.a.n.a.
Q3 202318$2.9bnn.a.n.a.
Q4 202322$4.1bn148
Q1 202419$3.6bn164
Q2 202416$3.3bn106
Q3 202416$3.0bn98
Q4 202414$3.0bn112
Q1 202516$3.3bn123
Q2 202516$2.5bn125
Q3 202516$2.3bn105
Q4 202521$2.4bn2419
Q1 202615$2.6bn1426
Q2 202612$2.2bn1322

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BMRN and LLY →BMRN and JNJ →BMRN and VRTX →Choose a stock to compare with BMRN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BMRN, latest filings →Back to the 13F Explorer →