Balyasny Asset Management
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Balyasny Asset Management’s Arcutis Biotherapeutics ARQT Stock Holding History

Balyasny Asset Management’s Portfolio ARQT Stock Details ARQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-427,433
Closed -$6.69M – 2794
2025
Q1 		$6.69M Buy
427,433
+324,292
+314% +$4.57M 0.01% 1115
2024
Q4 		$1.44M Buy
+103,141
New +$1.13M ﹤0.01% 1793
2024
Q3 		– Sell
-437,362
Closed -$4.07M – 2723
2024
Q2 		$4.07M Sell
437,362
-343,418
-44% -$3.11M 0.01% 1264
2024
Q1 		$7.74M Buy
+780,780
New +$5.83M 0.01% 1044
2023
Q4 		– Sell
-38,069
Closed -$202K – 2477
2023
Q3 		$202K Buy
+38,069
New +$324K ﹤0.01% 2032
2023
Q2 		– Sell
-44,288
Closed -$487K – 2253
2023
Q1 		$487K Buy
+44,288
New +$641K ﹤0.01% 1961

Other funds holding ARQT

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Balyasny Asset Management's ARQT Position: Q2 2025 in Review

Balyasny Asset Management sold out of Arcutis Biotherapeutics (ARQT) in Q2 2025, closing a stake of 427,433 shares — an estimated $6.69M sold.

Balyasny Asset Management first reported a position in ARQT in Q1 2023 and held it in 6 quarters. The position peaked at $7.74M in Q1 2024. 230 funds tracked by Wall St. Rank hold ARQT as of Q2 2025.

  • Balyasny Asset Management reported no remaining Arcutis Biotherapeutics position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 427,433 Arcutis Biotherapeutics shares in Q2 2025, an estimated $6.69M.
  • Balyasny Asset Management first reported a position in Arcutis Biotherapeutics in Q1 2023 and held it in 6 quarters.
  • Balyasny Asset Management's Arcutis Biotherapeutics position peaked at $7.74M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.