Bicycle Therapeutics
BCYC
97 hedge funds and large institutions have $586M invested in Bicycle Therapeutics in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 23 closing their positions.
2.96% more ownership
Funds ownership: 85.14% → 88.1% (+3%)
8% less funds holding
Funds holding: 105 → 97 (-8)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
30% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 23
36% less capital invested
Capital invested by funds: $915M → $586M (-$329M)
42% less call options, than puts
Call options by funds: $148K | Put options by funds: $256K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$78.3M |
| 2 |
SL
Siren LLC
Greenwich,
Connecticut
|
+$39.4M |
| 3 |
BBA
Baker Bros. Advisors
New York
|
+$31.8M |
| 4 |
FIS
FCPM III Services
Naarden,
Netherlands
|
+$23.8M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
-$48.7M |
| 2 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$24.9M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$22.7M |
| 4 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
-$21.9M |
| 5 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$20.7M |
BCYC Hedge Fund Activity: Q4 2024 in Review
97 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q4 2024, worth a combined $586M — down 36% from $915M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BCYC and 16 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 29 added.
The largest buyer was Point72 Asset Management, adding an estimated $78.3M. The largest seller was Deep Track Capital, cutting an estimated $48.7M.
- 97 institutional investors held Bicycle Therapeutics (BCYC) as of Q4 2024, down from 105 in Q3 2024.
- Funds reported $586M of Bicycle Therapeutics stock for Q4 2024, down 36% quarter-over-quarter.
- 16 funds opened new Bicycle Therapeutics positions in Q4 2024 and 23 closed out, a net change of -7 holders.
- The largest Bicycle Therapeutics buyer in Q4 2024 was Point72 Asset Management, an estimated $78.3M added.
- The largest Bicycle Therapeutics seller in Q4 2024 was Deep Track Capital, an estimated $48.7M sold.
Based on aggregated 13F filings for Q4 2024.