RTW Investments’s Bicycle Therapeutics BCYC Stock Holding History

RTW Investments’s Portfolio BCYC Stock Details BCYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,258,587	Closed	-$37.3M	–	61
2022 Q4	$37.3M	Sell	1,258,587 -17,689	-1%	-$475K	0.76%	31
2022 Q3	$29.7M	Hold	1,276,276	–	–	0.68%	37
2022 Q2	$21.4M	Hold	1,276,276	–	–	0.55%	41
2022 Q1	$56M	Buy	1,276,276 +407,005	+47%	+$19M	1.16%	31
2021 Q4	$52.9M	Buy	+869,271	New	+$48M	0.77%	38

Other funds holding BCYC

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

SCM

Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return

BBA

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

RTW Investments's BCYC Position: Q1 2023 in Review

RTW Investments sold out of Bicycle Therapeutics (BCYC) in Q1 2023, closing a stake of 1,258,587 shares — an estimated $37.3M sold.

RTW Investments first reported a position in BCYC in Q4 2021 and held it in 5 quarters. The position peaked at $56M in Q1 2022. 89 funds tracked by Wall St. Rank hold BCYC as of Q1 2023.

RTW Investments reported no remaining Bicycle Therapeutics position as of Q1 2023 after selling out during the quarter.
RTW Investments sold 1,258,587 Bicycle Therapeutics shares in Q1 2023, an estimated $37.3M.
RTW Investments first reported a position in Bicycle Therapeutics in Q4 2021 and held it in 5 quarters.
RTW Investments's Bicycle Therapeutics position peaked at $56M in Q1 2022.
89 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2023.

Based on RTW Investments's 13F filing for Q1 2023, filed 15 May 2023.