Balyasny Asset Management
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Balyasny Asset Management’s Arcus Biosciences RCUS Stock Holding History

Balyasny Asset Management’s Portfolio RCUS Stock Details RCUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,232,500
Closed -$29.4M – 3418
2025
Q4 		$29.4M Sell
1,232,500
-540,000
-30% -$11M 0.04% 544
2025
Q3 		$24.1M Buy
1,772,500
+65,000
+4% +$676K 0.03% 632
2025
Q2 		$13.9M Buy
+1,707,500
New +$14.6M 0.02% 813

Other funds holding RCUS

GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

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

Balyasny Asset Management sold out of Arcus Biosciences (RCUS) in Q1 2026, closing a stake of 815,561 shares — an estimated $19.4M sold.

Balyasny Asset Management first reported a position in RCUS in Q1 2020 and held it in 16 quarters. The position peaked at $37.9M in Q2 2023. 210 funds tracked by Wall St. Rank hold RCUS as of Q1 2026.

  • Balyasny Asset Management reported no remaining Arcus Biosciences position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 815,561 Arcus Biosciences shares in Q1 2026, an estimated $19.4M.
  • Balyasny Asset Management first reported a position in Arcus Biosciences in Q1 2020 and held it in 16 quarters.
  • Balyasny Asset Management's Arcus Biosciences position peaked at $37.9M in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Arcus Biosciences as of Q1 2026.

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