BIIB
Biogen Inc
4 super-investors hold BIIB worth a combined $152M. The largest position: Hillman Capital Management at 3.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 28 — ranked #465 of 724 scored stocks.
Why super-investors own BIIB
Interest in BIIB among this cohort is thin and drifting lower: just four managers hold the stock as of 2026Q1, though the owner count displayed in the trailing eight quarters shows only one consistent holder, suggesting the others are more recent entrants. Combined exposure is $152M, anchored by Samantha McLemore's $70M position (2.6% of her portfolio) and Sarah Ketterer's $51M stake. The sole move this quarter was McLemore trimming her position. Hillman Capital Management carries the highest concentration at 3.8%, though the dollar value is modest at $5M. Joel Greenblatt holds a negligible allocation. With no new buyers, no additions, and the largest holder reducing, the overall signal from this cohort is one of fading rather than building conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 2.6% | 9q | $70M | 379,741 |
| 2 | Sarah Ketterer | 0.6% | 8q | $51M | 280,783 |
| 3 | Joel Greenblatt | <0.1% | 38q | $25M | 138,093 |
| 4 | Hillman Capital Management | 3.8% | 26q | $5M | 29,540 |
Owners of BIIB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | TRIM | 2.6% | -34% | $70M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 09062X103. Not investment advice.