Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Burning Rock Biotech Ltd (BNR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
36%

Smart Money Signals — BNR

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
16 funds currently hold this stock — 76% of the 3.0-year high of 21 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold BNR compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 36% buying

5 buying9 selling
Last quarter: 9 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 3 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 19% entered in last year

12% conviction (2yr+) 69% medium 19% new
Only 2 funds (12%) 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 +0%, value -22%

Value
-21%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~2 new funds/quarter

1 → 1 → 2 → 3 → 2 new funds/Q
New funds entering each quarter: 1 → 2 → 3 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 12% veterans, 0% new entrants

12% veterans 88% 1-2yr 0% new
Of 16 current holders: 2 (12%) held 2+ years, 14 held 1–2 years, 0 (0%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
7 of 16 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BNR

In 2026 Q1, 5 hedge funds were net buyers of BNR (2 opened a new position, 3 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 16.

Hedge Fund Ownership: BNR

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

Market Analysis: BNR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BNR

-- --

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

Is It Too Late to Buy Burning Rock Biotech Ltd (BNR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BNR 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
BNR
-52.1%
XLV
+708.5%

BNR outperformed XLV by -760.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
BNR
-54.6%
XLV
+695.4%

Since the filing became public, BNR outperformed XLV by -750.0% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BNR
16 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 16 16 -
13F Shares 2M 2M 0.05%
Total Value $27M $35M -21.61%
New Positions 2 3 -1
Increased Positions 3 4 -1
Closed Positions 2 2 -
Reduced Positions 7 4 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BNR

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Financial Highlights

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Institutional Holders (2026 Q1)

16 + investors

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

QUARTER:
Top 15 BNR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shen Neil Nanpeng 100.00% 885 $36K
2 Crcm LP 3.26% 282,097 $4.6M
3 Kynam Capital Management, LP 1.22% 1,227,555 $19.8M
4 Redwood Wealth Management Group, LLC 0.13% 18,278 $295K
5 Amova Asset Management Americas, Inc. 0.01% 30,137 $488K
6 Renaissance Technologies LLC 0.00% 35,407 $571K
7 Sumitomo Mitsui Trust Group, Inc. 0.00% 30,137 $486K
8 Citadel Advisors LLC 0.00% 17,669 $285K
9 Bank of America Corp /de/ 0.00% 29,164 $470K
10 BNP Paribas Financial Markets 0.00% 2,800 $45K
11 Morgan Stanley 0.00% 15,272 $246K
12 Tower Research Capital LLC (TRC) 0.00% 28
13 UBS Group AG 0.00% 408 $7K
14 Citigroup Inc 0.00% 1
15 BlackRock, Inc. 0.00% 4
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 — Burning Rock Biotech Ltd (BNR)

What does the Smart Money Trend signal show for BNR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BNR?

Heavy selling pressure — only 36% buying: Last quarter: 9 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BNR holders?

Smaller funds dominant — 6% AUM from top-100: 7 of 16 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BNR?

Mostly new holders — 19% entered in last year: Only 2 funds (12%) 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 Burning Rock Biotech Ltd (BNR) following the 2026 Q1 hedge fund 13F filings?

As of today, BNR has moved -54.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +695.4% for the XLV sector ETF — an outperformance of -750.0%. Since the quarter end (March 31, 2026), BNR has gained -52.1% vs +708.5% 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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