Bicycle Therapeutics
BCYC
81 hedge funds and large institutions have $381M invested in Bicycle Therapeutics in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 40 closing their positions.
852% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $186K
106% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 16
8.31% more ownership
Funds ownership: 68.23% → 76.55% (+8.3%)
24% less funds holding
Funds holding: 106 → 81 (-25)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
57% less capital invested
Capital invested by funds: $886M → $381M (-$505M)
63% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBA
Paradigm Biocapital Advisors
New York
|
+$22.1M |
| 2 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
+$22M |
| 3 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
+$17.6M |
| 4 |
LGM
Logos Global Management
San Francisco,
California
|
+$15.8M |
| 5 |
Morgan Stanley
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$28.2M |
| 2 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
-$26.5M |
| 3 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
-$24.2M |
| 4 |
EC
EcoR1 Capital
San Francisco,
California
|
-$24M |
| 5 |
IC
Ikarian Capital
Dallas,
Texas
|
-$21M |
BCYC Hedge Fund Activity: Q2 2022 in Review
81 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q2 2022, worth a combined $381M — down 57% from $886M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of BCYC and 15 opened new positions — a net loss of 25 holders — while 16 trimmed existing stakes and 33 added.
The largest buyer was Paradigm Biocapital Advisors, opening a new position worth an estimated $22.1M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $28.2M sold.
- 81 institutional investors held Bicycle Therapeutics (BCYC) as of Q2 2022, down from 106 in Q1 2022.
- Funds reported $381M of Bicycle Therapeutics stock for Q2 2022, down 57% quarter-over-quarter.
- 15 funds opened new Bicycle Therapeutics positions in Q2 2022 and 40 closed out, a net change of -25 holders.
- The largest Bicycle Therapeutics buyer in Q2 2022 was Paradigm Biocapital Advisors, an estimated $22.1M added.
- The largest Bicycle Therapeutics seller in Q2 2022 was Loomis, Sayles & Company, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2022.