Balyasny Asset Management’s Incyte INCY Stock Holding History

Balyasny Asset Management’s Portfolio INCY Stock Details INCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,200	Closed	-$674K	–	2987
2024 Q3	$674K	Buy	+10,200	New	+$650K	﹤0.01%	2130
2021 Q4	–	Sell	-451,000	Closed	-$31M	–	2411
2021 Q3	$31M	Buy	+451,000	New	+$34.3M	0.13%	222
2020 Q3	–	Sell	-30,000	Closed	-$3.12M	–	1432
2020 Q2	$3.12M	Buy	+30,000	New	+$2.89M	0.03%	627
2019 Q4	–	Sell	-40,000	Closed	-$2.97M	–	1318
2019 Q3	$2.97M	Sell	40,000 -160,000	-80%	-$12.9M	0.02%	647
2019 Q2	$17.7M	Buy	+200,000	New	+$16.1M	0.11%	249
2018 Q2	–	Sell	-250,000	Closed	-$20.8M	–	1944
2018 Q1	$20.8M	Buy	+250,000	New	+$22.5M	0.09%	317
2016 Q2	–	Sell	-25,000	Closed	-$1.81M	–	1293
2016 Q1	$1.81M	Buy	+25,000	New	+$1.86M	0.01%	711
2013 Q3	–	Sell	-200,000	Closed	-$4.4M	–	631
2013 Q2	$4.4M	Buy	+200,000	New	+$4.37M	0.07%	318

Other funds holding INCY

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's INCY Position: Q1 2026 in Review

Balyasny Asset Management increased its Incyte (INCY) stake by 3% in Q1 2026, buying an estimated $9.58K and bringing the position to 3,322 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Balyasny Asset Management first reported a position in INCY in Q2 2013 and has held it in 42 quarters since. The position peaked at $77.9M in Q4 2021. 811 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

Balyasny Asset Management held 3,322 shares of Incyte worth $313K as of Q1 2026.
Balyasny Asset Management bought 96 Incyte shares in Q1 2026, an estimated $9.58K.
Incyte made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2547 holding.
Balyasny Asset Management first reported a position in Incyte in Q2 2013 and has held it in 42 quarters since.
Balyasny Asset Management's Incyte position peaked at $77.9M in Q4 2021.
811 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.