Dmitry Balyasny’s Incyte INCY Stock Holding History

Dmitry Balyasny’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 $20B AUM 154.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dmitry Balyasny's INCY Position: Q2 2026 in Review

Dmitry Balyasny increased its Incyte (INCY) stake by 15% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,807 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Dmitry Balyasny first reported a position in INCY in Q2 2013 and has held it in 43 quarters since. The position peaked at $77.9M in Q4 2021. 853 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

Dmitry Balyasny held 3,807 shares of Incyte worth $432K as of Q2 2026.
Dmitry Balyasny bought 485 Incyte shares in Q2 2026, an estimated $48.1K.
Incyte made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2585 holding.
Dmitry Balyasny first reported a position in Incyte in Q2 2013 and has held it in 43 quarters since.
Dmitry Balyasny's Incyte position peaked at $77.9M in Q4 2021.
853 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.