We are live on ! Find out more
BCYC

Bicycle Therapeutics
BCYC

87 hedge funds and large institutions have $696M invested in Bicycle Therapeutics in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $577M → $696M (+$119M)

10% more funds holding

Funds holding: 79 → 87 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4.4% less ownership

Funds ownership: 83.59% → 79.19% (-4.4%)

50% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 34

84% less call options, than puts

Call options by funds: $538K | Put options by funds: $3.29M

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
17
Reduced
34
Closed
8
Calls
$538K
Puts
$3.29M
Net Calls
-$2.76M
Net Calls Change
-$2.76M

Top Buyers

Rank Fund Capital Flow
1
PCH
Polar Capital Holdings
United Kingdom
+$20.1M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$8.07M
3
SCM
Soleus Capital Management
Connecticut
+$6.93M
4
PBA
Paradigm Biocapital Advisors
New York
+$2M
5
SSA
Schonfeld Strategic Advisors
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$49.9M
2
LGM
Logos Global Management
California
-$15.2M
3
SC
Samlyn Capital
New York
-$8.21M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$6.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$4.79M -$2.71M -100,900 -38%
Handelsbanken Fonder
27
Handelsbanken Fonder
Sweden
$3.9M +$48.3K +1,800 +1%
DCM
28
DAFNA Capital Management
California
$3.62M – – –
ECM
29
ExodusPoint Capital Management
New York
$3.1M +$702K +26,184 +33%
HS
30
HighVista Strategies
Massachusetts
$2.74M -$1.19M -44,325 -32%
PHP
31
Parkman Healthcare Partners
Connecticut
$2.7M +$267K +9,968 +12%
TCM
32
Tekla Capital Management
Massachusetts
$2.62M – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$2.46M -$1.14M -42,483 -34%
Goldman Sachs
34
Goldman Sachs
New York
$2.38M -$664K -24,738 -23%
SSA
35
Schonfeld Strategic Advisors
New York
$2.36M +$1.58M +58,946 +283%
AllianceBernstein
36
AllianceBernstein
Tennessee
$2.15M +$244K +9,111 +14%
BG
37
Bellevue Group
Switzerland
$2.08M -$748K -27,900 -28%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$1.95M -$45.8K -1,707 -3%
Group One Trading
39
Group One Trading
Illinois
$1.15M +$1.04M +38,784 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.1M +$994K +37,055 New
LSA
41
L & S Advisors
California
$1.03M -$210K -7,815 -18%
Citadel Advisors
42
Citadel Advisors
Florida
$977K -$414K -15,414 -32%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$743K – – –
HCA
44
Harbor Capital Advisors
Illinois
$715K -$577K -21,520 -47%
VIA
45
Vident Investment Advisory
Georgia
$709K +$643K +23,957 New
TD Asset Management
46
TD Asset Management
Ontario, Canada
$698K +$215K +8,000 +51%
EHI
47
Eagle Health Investments
Connecticut
$696K – – –
Geode Capital Management
48
Geode Capital Management
Massachusetts
$507K -$115K -4,276 -20%
AP
49
AtonRa Partners
Switzerland
$505K -$121K -4,527 -21%
Allianz Asset Management
50
Allianz Asset Management
Germany
$450K – – –
1
2
3 4

BCYC Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q4 2022, worth a combined $696M — up 21% from $577M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BCYC positions and 8 closed out — a net gain of 9 holders — while 17 added to existing stakes and 34 trimmed.

The largest buyer was Polar Capital Holdings, opening a new position worth an estimated $20.1M. The largest seller was Janus Henderson Group, cutting an estimated $49.9M.

  • 87 institutional investors held Bicycle Therapeutics (BCYC) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $696M of Bicycle Therapeutics stock for Q4 2022, up 21% quarter-over-quarter.
  • 17 funds opened new Bicycle Therapeutics positions in Q4 2022 and 8 closed out, a net change of +9 holders.
  • The largest Bicycle Therapeutics buyer in Q4 2022 was Polar Capital Holdings, an estimated $20.1M added.
  • The largest Bicycle Therapeutics seller in Q4 2022 was Janus Henderson Group, an estimated $49.9M sold.

Based on aggregated 13F filings for Q4 2022.