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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$20.1M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
+$8.07M |
| 3 |
SCM
Soleus Capital Management
Greenwich,
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
London,
United Kingdom
|
-$49.9M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
-$15.2M |
| 3 |
SC
Samlyn Capital
New York
|
-$8.21M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.64M |
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.