Bicycle Therapeutics
BCYC
98 hedge funds and large institutions have $174M invested in Bicycle Therapeutics in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 26 closing their positions.
169% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 16
2.73% less ownership
Funds ownership: 56.47% → 53.74% (-2.7%)
10% less funds holding
Funds holding: 109 → 98 (-11)
38% less capital inflows, than outflows
Capital inflows: $29.7M | Capital outflows: $48M
42% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
86% less call options, than puts
Call options by funds: $347K | Put options by funds: $2.48M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$9.6M |
| 2 |
Diadema Partners
Morristown,
New Jersey
|
+$2.72M |
| 3 |
Renaissance Technologies
New York
|
+$2.36M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.93M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$21.4M |
| 2 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$8.44M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$4.02M |
| 4 |
SL
Siren LLC
Greenwich,
Connecticut
|
-$2.58M |
| 5 |
Jefferies Financial Group
New York
|
-$2.1M |
BCYC Hedge Fund Activity: Q1 2026 in Review
98 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q1 2026, worth a combined $174M — down 37% from $278M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of BCYC and 15 opened new positions — a net loss of 11 holders — while 16 trimmed existing stakes and 43 added.
The largest buyer was Long Focus Capital Management, adding an estimated $9.6M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $21.4M sold.
- 98 institutional investors held Bicycle Therapeutics (BCYC) as of Q1 2026, down from 109 in Q4 2025.
- Funds reported $174M of Bicycle Therapeutics stock for Q1 2026, down 37% quarter-over-quarter.
- 15 funds opened new Bicycle Therapeutics positions in Q1 2026 and 26 closed out, a net change of -11 holders.
- The largest Bicycle Therapeutics buyer in Q1 2026 was Long Focus Capital Management, an estimated $9.6M added.
- The largest Bicycle Therapeutics seller in Q1 2026 was Westfield Capital Management, an estimated $21.4M sold.
Based on aggregated 13F filings for Q1 2026.