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Cytokinetics

109 hedge funds and large institutions have $214M invested in Cytokinetics in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $123M → $214M (+$90.3M)

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

46% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $16M

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

15% more funds holding

Funds holding: 95109 (+14)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
+14
Holders Change %
+14.74%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
38
Reduced
27
Closed
21
Calls
$23.4M
Puts
$16M
Net Calls
+$7.37M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
LPLP
1
Lansdowne Partners Limited Partnership
United Kingdom
$22.1M +$2.72M +300,954 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.7M +$1.84M +203,960 +11%
BIT
3
BlackRock Institutional Trust
California
$11.3M +$2.17M +239,466 +25%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.6M +$2.86M +316,337 +40%
BFA
5
BlackRock Fund Advisors
California
$8.36M +$1.39M +153,801 +21%
SCA
6
SAC Capital Advisors
Connecticut
$6.66M +$6.34M +700,500 New
RA
7
Royce & Associates
New York
$6.65M +$6.33M +700,000 New
BCPEM
8
Bain Capital Public Equity Management
Massachusetts
$6.53M +$6.22M +687,260 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.13M -$621K -68,705 -10%
VAM
10
Visium Asset Management
New York
$5.23M +$3.46M +382,700 +228%
SCM
11
Sigma Capital Management
Connecticut
$5.22M +$4.97M +550,000 New
IIM
12
Ironwood Investment Management
Massachusetts
$5.16M -$57.9K -6,404 -1%
State Street
13
State Street
Massachusetts
$4.65M +$696K +76,964 +19%
SFM
14
Systematic Financial Management
New Jersey
$3.9M +$3.71M +410,495 New
TA
15
Teachers Advisors
New York
$3.83M +$3.28M +363,040 +903%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$3.4M +$3.24M +357,845 New
BIM
17
Bogle Investment Management
Massachusetts
$3.36M +$3.2M +354,180 New
Northern Trust
18
Northern Trust
Illinois
$3.3M -$42.4K -4,692 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.12M +$97.6K +10,789 +3%
GPP
20
Great Point Partners
Connecticut
$2.99M +$2.85M +315,000 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$2.95M +$143K +15,770 +5%
NI
22
Numeric Investors
Massachusetts
$2.87M +$2.4M +265,622 +738%
TCIM
23
TIAA CREF Investment Management
New York
$2.68M +$557K +61,533 +28%
IHM
24
Iguana Healthcare Management
New York
$2.66M +$1.18M +130,000 +87%
BA
25
BlackRock Advisors
Delaware
$2.65M -$66.3K -7,330 -3%

CYTK Hedge Fund Activity: Q1 2014 in Review

109 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Cytokinetics (CYTK) for Q1 2014, worth a combined $214M — up 73% from $123M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CYTK positions and 21 closed out — a net gain of 15 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was SAC Capital Advisors, opening a new position worth an estimated $6.34M. The largest seller was BVF Inc, cutting an estimated $20.5M.

  • 109 institutional investors held Cytokinetics (CYTK) as of Q1 2014, up from 95 in Q4 2013.
  • Funds reported $214M of Cytokinetics stock for Q1 2014, up 73% quarter-over-quarter.
  • 36 funds opened new Cytokinetics positions in Q1 2014 and 21 closed out, a net change of +15 holders.
  • The largest Cytokinetics buyer in Q1 2014 was SAC Capital Advisors, an estimated $6.34M added.
  • The largest Cytokinetics seller in Q1 2014 was BVF Inc, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2014.