Bicycle Therapeutics
BCYC
69 hedge funds and large institutions have $591M invested in Bicycle Therapeutics in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 6 closing their positions.
1,284% more call options, than puts
Call options by funds: $6.56M | Put options by funds: $474K
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
57% more capital invested
Capital invested by funds: $377M → $591M (+$214M)
28% more funds holding
Funds holding: 54 → 69 (+15)
4.16% more ownership
Funds ownership: 51.55% → 55.71% (+4.2%)
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
+$26.6M |
| 2 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
+$25.6M |
| 3 |
IC
Ikarian Capital
Dallas,
Texas
|
+$18.4M |
| 4 |
FM
Frazier Management
Seattle,
Washington
|
+$15.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHI
SV Health Investors
Boston,
Massachusetts
|
-$16.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$16M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.67M |
| 4 |
Janus Henderson Group
London,
|
-$3.73M |
| 5 |
GTC
Ghost Tree Capital
New York
|
-$3.5M |
BCYC Hedge Fund Activity: Q3 2021 in Review
69 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q3 2021, worth a combined $591M — up 57% from $377M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BCYC positions and 6 closed out — a net gain of 16 holders — while 14 added to existing stakes and 24 trimmed.
The largest buyer was Logos Global Management, adding an estimated $26.6M. The largest seller was SV Health Investors, cutting an estimated $16.7M.
- 69 institutional investors held Bicycle Therapeutics (BCYC) as of Q3 2021, up from 54 in Q2 2021.
- Funds reported $591M of Bicycle Therapeutics stock for Q3 2021, up 57% quarter-over-quarter.
- 22 funds opened new Bicycle Therapeutics positions in Q3 2021 and 6 closed out, a net change of +16 holders.
- The largest Bicycle Therapeutics buyer in Q3 2021 was Logos Global Management, an estimated $26.6M added.
- The largest Bicycle Therapeutics seller in Q3 2021 was SV Health Investors, an estimated $16.7M sold.
Based on aggregated 13F filings for Q3 2021.