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BCYC

Bicycle Therapeutics

54 hedge funds and large institutions have $377M invested in Bicycle Therapeutics in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

38% more funds holding

Funds holding: 3954 (+15)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

10% more capital invested

Capital invested by funds: $341M → $377M (+$35.7M)

2.08% more ownership

Funds ownership: 49.48%51.56% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
54
Holders Change
+15
Holders Change %
+38.46%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tybourne Capital Management
Hong Kong
$59.4M
SHI
2
SV Health Investors
Massachusetts
$58.1M
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$56.2M +$4.72M +156,062 +9%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$54.8M +$6.9M +228,442 +14%
EAM
5
Eventide Asset Management
Massachusetts
$35.3M +$22.7M +751,633 +183%
LGM
6
Logos Global Management
California
$21.7M -$2.57M -85,000 -11%
Fidelity International
7
Fidelity International
Bermuda
$16M +$73.2K +2,422 +0.5%
SC
8
Samlyn Capital
New York
$13.5M +$167K +5,538 +1%
AVA
9
Atlas Venture Advisors
Massachusetts
$9.34M -$9.22M -305,000 -50%
Verition Fund Management
10
Verition Fund Management
Connecticut
$6.43M -$854K -28,260 -12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$6.42M
GTC
12
Ghost Tree Capital
New York
$6.07M +$1.51M +50,000 +33%
Axa
13
Axa
France
$6M -$8.73K -289 -0.1%
Victory Capital Management
14
Victory Capital Management
Texas
$5.17M -$291K -9,617 -5%
DWA
15
Dorsey Wright & Associates
California
$3.81M +$3.8M +125,675 New
PHP
16
Parkman Healthcare Partners
Connecticut
$2.45M +$163K +5,385 +7%
MAP
17
Moody Aldrich Partners
Massachusetts
$2.22M -$28.8K -952 -1%
Morgan Stanley
18
Morgan Stanley
New York
$2.01M +$1.93M +63,966 +2,856%
SSA
19
Schonfeld Strategic Advisors
New York
$1.67M +$1.32M +43,762 +394%
LCM
20
Laurion Capital Management
New York
$1.51M -$245K -8,100 -14%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.29M +$1.29M +42,665 New
Stifel Financial
22
Stifel Financial
Missouri
$1.28M +$1.27M +42,138 New
Millennium Management
23
Millennium Management
New York
$618K +$615K +20,363 New
Osaic Holdings
24
Osaic Holdings
Arizona
$552K +$77.6K +2,569 +16%
Renaissance Technologies
25
Renaissance Technologies
New York
$443K -$369K -12,200 -46%

BCYC Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q2 2021, worth a combined $377M — up 10% from $341M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCYC positions and 3 closed out — a net gain of 15 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Eventide Asset Management, adding an estimated $22.7M. The largest seller was Atlas Venture Advisors, cutting an estimated $9.22M.

  • 54 institutional investors held Bicycle Therapeutics (BCYC) as of Q2 2021, up from 39 in Q1 2021.
  • Funds reported $377M of Bicycle Therapeutics stock for Q2 2021, up 10% quarter-over-quarter.
  • 18 funds opened new Bicycle Therapeutics positions in Q2 2021 and 3 closed out, a net change of +15 holders.
  • The largest Bicycle Therapeutics buyer in Q2 2021 was Eventide Asset Management, an estimated $22.7M added.
  • The largest Bicycle Therapeutics seller in Q2 2021 was Atlas Venture Advisors, an estimated $9.22M sold.

Based on aggregated 13F filings for Q2 2021.