Bicycle Therapeutics
BCYC
107 hedge funds and large institutions have $804M invested in Bicycle Therapeutics in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
13% more funds holding
Funds holding: 95 → 107 (+12)
7.77% more ownership
Funds ownership: 80.5% → 88.27% (+7.8%)
6% more capital invested
Capital invested by funds: $759M → $804M (+$44.8M)
26% less call options, than puts
Call options by funds: $188K | Put options by funds: $255K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Baker Bros. Advisors
New York
|
+$101M |
| 2 |
FIS
FCPM III Services
Naarden,
Netherlands
|
+$48M |
| 3 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$32.8M |
| 4 |
FFM
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
+$24.2M |
| 5 |
EC
EcoR1 Capital
San Francisco,
California
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBA
Paradigm Biocapital Advisors
New York
|
-$80.8M |
| 2 |
SCM
Suvretta Capital Management
New York
|
-$22.8M |
| 3 |
Morgan Stanley
New York
|
-$6.44M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.42M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$5.95M |
BCYC Hedge Fund Activity: Q2 2024 in Review
107 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q2 2024, worth a combined $804M — up 5.9% from $759M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BCYC positions and 14 closed out — a net gain of 12 holders — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Baker Bros. Advisors, adding an estimated $101M. The largest seller was Paradigm Biocapital Advisors, exiting entirely with an estimated $80.8M sold.
- 107 institutional investors held Bicycle Therapeutics (BCYC) as of Q2 2024, up from 95 in Q1 2024.
- Funds reported $804M of Bicycle Therapeutics stock for Q2 2024, up 5.9% quarter-over-quarter.
- 26 funds opened new Bicycle Therapeutics positions in Q2 2024 and 14 closed out, a net change of +12 holders.
- The largest Bicycle Therapeutics buyer in Q2 2024 was Baker Bros. Advisors, an estimated $101M added.
- The largest Bicycle Therapeutics seller in Q2 2024 was Paradigm Biocapital Advisors, an estimated $80.8M sold.
Based on aggregated 13F filings for Q2 2024.