BIOA ranks #3637 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BIOA is a disclosed holding of Marc Andreessen (Andreessen Horowitz (a16z)), one of the tracked superinvestors on AlphaSMO — it makes up 0.6% of that fund's own 13F portfolio.
BIOA is a top-conviction position for Pivotal bioVenture Partners Investment Advisor LLC — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BIOA belongs to a16z Capital Management, L.L.C., but the position matters far more to Pivotal bioVenture Partners Investment Advisor LLC, who has 5.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its BIOA position for two straight quarters, increasing it by $49.6M to reach $69.8M today.
Adage Capital Partners Gp, L.l.c. has trimmed its BIOA position for two straight quarters, cutting it by $6.5M while still holding $7.4M.
BIOA is up 2.2% today, and institutions have been net buyers of $124.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.