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Cytokinetics

137 hedge funds and large institutions have $251M invested in Cytokinetics in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

12% more funds holding

Funds holding: 122137 (+15)

1.96% more ownership

Funds ownership: 70.71%72.66% (+2%)

34% less capital invested

Capital invested by funds: $380M → $251M (-$129M)

43% less call options, than puts

Call options by funds: $314K | Put options by funds: $555K

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
52
Reduced
35
Closed
8
Calls
$314K
Puts
$555K
Net Calls
-$241K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.2M +$207K +28,184 +0.3%
BI
2
BVF Inc
California
$26.2M -$7.6M -1,036,200 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.8M +$1.16M +158,554 +5%
GPP
4
Great Point Partners
Connecticut
$20.1M +$7.29M +993,600 +46%
LPU
5
Lansdowne Partners (UK)
United Kingdom
$16.7M
WA
6
Wasatch Advisors
Utah
$15.5M +$4.14M +564,213 +30%
State Street
7
State Street
Massachusetts
$12.1M -$628K -85,600 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$11.7M -$753K -102,700 -5%
RM
9
RP Management
New York
$5.53M +$6.42M +875,656 New
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.86M -$7.37M -1,004,013 -57%
PA
11
Pinnacle Associates
New York
$3.75M -$415K -56,513 -9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.74M +$74.4K +10,144 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.7M +$521K +70,954 +14%
Invesco
14
Invesco
Georgia
$3.5M -$1.45M -197,067 -26%
Northern Trust
15
Northern Trust
Illinois
$3.36M -$95.3K -12,987 -2%
SDIC
16
South Dakota Investment Council
South Dakota
$2.83M
Principal Financial Group
17
Principal Financial Group
Iowa
$2.81M -$37.3K -5,089 -1%
Ameriprise
18
Ameriprise
Minnesota
$1.93M -$55.5K -7,566 -2%
Charles Schwab
19
Charles Schwab
California
$1.8M -$42.1K -5,739 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$1.39M +$1.62M +220,453 New
CAM
21
ClariVest Asset Management
California
$1.25M +$561K +76,497 +63%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.23M -$260K -35,506 -15%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.18M +$450K +61,344 +49%
DCM
24
DAFNA Capital Management
California
$1.17M +$903K +123,136 +196%
FI
25
Fosun International
China
$1.11M +$1.3M +177,792 New

CYTK Hedge Fund Activity: Q4 2018 in Review

137 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Cytokinetics (CYTK) for Q4 2018, worth a combined $251M — down 34% from $380M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CYTK positions and 8 closed out — a net gain of 16 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was Great Point Partners, adding an estimated $7.29M. The largest seller was BVF Inc, cutting an estimated $7.6M.

  • 137 institutional investors held Cytokinetics (CYTK) as of Q4 2018, up from 122 in Q3 2018.
  • Funds reported $251M of Cytokinetics stock for Q4 2018, down 34% quarter-over-quarter.
  • 24 funds opened new Cytokinetics positions in Q4 2018 and 8 closed out, a net change of +16 holders.
  • The largest Cytokinetics buyer in Q4 2018 was Great Point Partners, an estimated $7.29M added.
  • The largest Cytokinetics seller in Q4 2018 was BVF Inc, an estimated $7.6M sold.

Based on aggregated 13F filings for Q4 2018.