We are live on ! Find out more
BCYC

Bicycle Therapeutics
BCYC

105 hedge funds and large institutions have $884M invested in Bicycle Therapeutics in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $6.85M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

4% more funds holding

Funds holding: 101 → 105 (+4)

5.21% less ownership

Funds ownership: 73.35% → 68.15% (-5.2%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

33% less capital invested

Capital invested by funds: $1.31B → $884M (-$427M)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
1.66%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
24
Increased
27
Reduced
42
Closed
20
Calls
$28.8M
Puts
$6.85M
Net Calls
+$21.9M
Net Calls Change
+$20.9M

Top Buyers

Rank Fund Capital Flow
1
DTC
Deep Track Capital
Connecticut
+$35.3M
2
EC
EcoR1 Capital
California
+$25.6M
3
RI
RTW Investments
New York
+$19M
4
GPP
Great Point Partners
Connecticut
+$16.4M
5
OM
Opaleye Management
Massachusetts
+$8.17M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tybourne Capital Management
Hong Kong
-$42M
2
FM
Frazier Management
Washington
-$33.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.7M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$6.66M
5
IC
Ikarian Capital
Texas
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
26
Axa
France
$6.37M +$93 +2 +0%
Verition Fund Management
27
Verition Fund Management
Connecticut
$5.89M -$1.42M -30,511 -19%
Handelsbanken Fonder
28
Handelsbanken Fonder
Sweden
$5.7M +$2.33M +50,000 +63%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$5.65M +$1.48M +31,600 +33%
DWA
30
Dorsey Wright & Associates
California
$5.57M -$175K -3,744 -3%
ACM
31
Altium Capital Management
New York
$5.27M -$2.43M -52,000 -30%
GTC
32
Ghost Tree Capital
New York
$4.39M +$4.67M +100,000 New
Morgan Stanley
33
Morgan Stanley
New York
$3.86M -$2.9M -62,095 -41%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.83M -$410K -8,780 -12%
PHP
35
Parkman Healthcare Partners
Connecticut
$2.51M -$350K -7,505 -12%
DCM
36
DAFNA Capital Management
California
$2.33M +$2.48M +53,200 New
SCM
37
Sio Capital Management
New York
$2.32M -$56.6K -1,212 -2%
BFM
38
Boothbay Fund Management
New York
$2.05M -$777K -16,646 -26%
LP
39
LMR Partners
United Kingdom
$1.77M +$13.2K +283 +0.7%
FAM
40
Fred Alger Management
New York
$1.72M +$1.83M +39,246 New
CM
41
Caption Management
Oklahoma
$1.67M +$1.78M +38,013 New
BG
42
Bellevue Group
Switzerland
$1.6M -$803K -17,200 -32%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.59M -$239K -5,128 -12%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$1.58M -$6.66M -142,580 -80%
Stifel Financial
45
Stifel Financial
Missouri
$1.39M -$150K -3,213 -9%
SG Americas Securities
46
SG Americas Securities
New York
$1.33M +$1.42M +30,379 New
TD Asset Management
47
TD Asset Management
Ontario, Canada
$1.28M -$117K -2,500 -8%
HCA
48
Harbor Capital Advisors
Illinois
$1.27M -$264K -5,658 -16%
JF
49
Jump Financial
Illinois
$1.24M -$142K -3,031 -10%
VIA
50
Vident Investment Advisory
Georgia
$947K +$170K +3,639 +20%
1
2
3 4 5

BCYC Hedge Fund Activity: Q1 2022 in Review

105 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q1 2022, worth a combined $884M — down 33% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BCYC positions and 20 closed out — a net gain of 4 holders — while 27 added to existing stakes and 42 trimmed.

The largest buyer was Deep Track Capital, adding an estimated $35.3M. The largest seller was Tybourne Capital Management, cutting an estimated $42M.

  • 105 institutional investors held Bicycle Therapeutics (BCYC) as of Q1 2022, up from 101 in Q4 2021.
  • Funds reported $884M of Bicycle Therapeutics stock for Q1 2022, down 33% quarter-over-quarter.
  • 24 funds opened new Bicycle Therapeutics positions in Q1 2022 and 20 closed out, a net change of +4 holders.
  • The largest Bicycle Therapeutics buyer in Q1 2022 was Deep Track Capital, an estimated $35.3M added.
  • The largest Bicycle Therapeutics seller in Q1 2022 was Tybourne Capital Management, an estimated $42M sold.

Based on aggregated 13F filings for Q1 2022.