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
↑ +22
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — BBIO

Based on 459 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
459 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
+152 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

273 buying212 selling
Last quarter: 273 funds bought or added vs 212 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 (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 87 → 73 → 104 → 88. 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 459 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 → 87 → 73 → 104 → 88 new funds/Q
New funds entering each quarter: 87 → 73 → 104 → 88. 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 488 holders: 256 (52%) are 2+ year veterans, 40 entered 1–2 years ago, and 192 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
62 of 454 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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, 273 hedge funds were net buyers of BBIO (88 opened a new position, 185 added to an existing one), while 212 reduced or exited (146 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. 38% of total institutional value in BBIO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 459.

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 Q1 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 March 31, 2026 · 75d ago
BBIO
-10.0%
XLV
+4.9%

BBIO outperformed XLV by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BBIO
+1.0%
XLV
+6.0%

Since the filing became public, BBIO outperformed XLV by -5.0% .

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
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) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

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:
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 79.35% 5,089,611 $378.0M
2 Kohlberg Kravis Roberts & Co. L.P. 18.42% 13,260,971 $984.8M
3 Catalio Capital Management, LP 6.70% 432,014 $32.1M
4 Frazier Life Sciences Management, L.P. 6.59% 3,448,139 $256.1M
5 First Turn Management, LLC 5.77% 695,718 $51.7M
6 Boone Capital Management LLC 5.21% 228,829 $17.0M
7 Laurion Capital Management LP 4.09% 1,262,651 $93.8M
8 Knott David M Jr 3.98% 90,000 $6.7M
9 Farallon Capital Management LLC 3.96% 9,365,463 $695.5M
10 Atle Fund Management AB 3.84% 111,363 $11.9M
11 Eagle Health Investments LP 3.47% 267,031 $19.8M
12 Cormorant Asset Management, LP 3.17% 850,000 $63.1M
13 Sphera Funds Management LTD. 2.89% 245,246 $18.2M
14 Monashee Investment Management LLC 2.71% 67,139 $5.0M
15 Exome Asset Management LLC 2.59% 67,492 $5.0M
16 Viking Global Investors LP 2.46% 11,842,434 $879.4M
17 Lion Point Capital, LP 2.22% 5,000 $371K
18 Ironwood Investment Management LLC 1.89% 60,960 $4.5M
19 NAN FUNG TRINITY (HK) Ltd 1.79% 219,215 $16.3M
20 PFM Health Sciences, LP 1.75% 257,747 $19.1M
21 Nicholas Investment Partners, LP 1.60% 298,909 $22.2M
22 Sc US (ttgp), LTD. 1.49% 1,860,364 $138.2M
23 Emerald Advisers, LLC 1.21% 515,361 $38.3M
24 Sofinnova Investments, Inc. 1.15% 409,183 $30.4M
25 Emerald Mutual Fund Advisers Trust 1.15% 320,211 $23.8M
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: 273 funds bought or added vs 212 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?

Strong quality — 38% AUM from major funds: 62 of 454 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BBIO?

42% of holders stayed for 2+ years: 192 out of 459 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 Q1 hedge fund 13F filings?

As of today, BBIO has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -5.0%. Since the quarter end (March 31, 2026), BBIO has gained -10.0% vs +4.9% 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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