Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bridgebio Oncology Therapeut (BBOT)

65 + Investors. Track Smart Money conviction in BBOT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — BBOT

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BBOT 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
65 hedge funds hold BBOT 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 — +6400% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+6400% 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.
🟢

More buyers than sellers — 67% buying

41 buying20 selling
Last quarter: 41 funds were net buyers (21 opened a brand new position + 20 added to an existing one). Only 20 were sellers (11 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BBOT position: 0 → 40 → 15 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 97% entered in last year

■ 3% conviction (2yr+) ■ 0% medium ■ 97% new
Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -2%, value -32%

Value
-31%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~21 new funds/quarter

0 → 0 → 40 → 15 → 21 new funds/Q
New funds entering each quarter: 0 → 40 → 15 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new
Of 65 current holders: 62 (95%) entered in the past year, only 3 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
18 of 65 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — BBOT

In 2026 Q1, 41 hedge funds were net buyers of BBOT (21 opened a new position, 20 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: BBOT

How many hedge funds hold BBOT — quarterly history vs. share price
Quarterly hedge fund ownership of BBOT vs. share price

Market Analysis: BBOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBOT

-- --

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

Is It Too Late to Buy Bridgebio Oncology Therapeut (BBOT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBOT 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 · 84d ago
BBOT
-12.1%
XLV
+2.8%

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

Since 13F Filing Date May 15, 2026 · 39d ago
BBOT
-7.5%
XLV
+3.9%

Since the filing became public, BBOT outperformed XLV by -11.4% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BBOT
65 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 53 22.64%
13F Shares 57M 58M -1.53%
Total Value $509M $746M -31.71%
New Positions 21 15 +6
Increased Positions 20 12 +8
Closed Positions 9 3 +6
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBOT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

65 + investors

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

QUARTER:
Top 25 BBOT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Omega Fund Management, LLC 18.05% 3,289,661 $29.4M
2 Cormorant Asset Management, LP 8.04% 17,878,594 $160.0M
3 Enavate Sciences GP, LLC 6.69% 2,626,946 $23.5M
4 Aisling Capital Management LP 1.91% 1,018,018 $9.1M
5 Novo Holdings A/S 1.59% 2,185,923 $19.6M
6 EcoR1 Capital, LLC 1.07% 2,823,126 $25.3M
7 Laurion Capital Management LP 0.75% 1,922,656 $17.2M
8 Octagon Capital Advisors LP 0.71% 719,000 $6.4M
9 Alphabet Inc. 0.63% 2,823,126 $25.3M
10 Deerfield Management Company, L.P. 0.52% 4,885,446 $43.7M
11 Armistice Capital, LLC 0.21% 1,328,000 $11.9M
12 Ikarian Capital, LLC 0.20% 270,231 $2.4M
13 HighVista Strategies LLC 0.19% 78,187 $700K
14 Casdin Capital, LLC 0.19% 282,312 $2.5M
15 Sio Capital Management, LLC 0.17% 130,628 $1.2M
16 Paradigm Biocapital Advisors LP 0.16% 868,213 $7.8M
17 Granahan Investment Management, LLC 0.10% 231,040 $2.1M
18 Avidity Partners Management LP 0.08% 43,853 $369K
19 Eventide Asset Management, LLC 0.08% 541,181 $4.7M
20 Opaleye Management Inc. 0.06% 53,282 $477K
21 Royce & Associates LP 0.06% 636,522 $5.7M
22 Tema Etfs LLC 0.05% 82,172 $735K
23 Diametric Capital, LP 0.04% 16,280 $146K
24 Axq Capital, LP 0.02% 17,347 $155K
25 Moore Capital Management, LP 0.02% 100,000 $895K
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 Oncology Therapeut (BBOT)

What does the Smart Money Trend signal show for BBOT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BBOT 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 BBOT?

More buyers than sellers — 67% buying: Last quarter: 41 funds were net buyers (21 opened a brand new position + 20 added to an existing one). Only 20 were sellers (11 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBOT holders?

Smaller funds dominant — 14% AUM from top-100: 18 of 65 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBOT?

Mostly new holders — 97% entered in last year: Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Bridgebio Oncology Therapeut (BBOT) following the 2026 Q1 hedge fund 13F filings?

As of today, BBOT has moved -7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -11.4%. Since the quarter end (March 31, 2026), BBOT has gained -12.1% vs +2.8% 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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