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Cytokinetics

142 hedge funds and large institutions have $584M invested in Cytokinetics in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

16.24% more ownership

Funds ownership: 76.89%93.13% (+16%)

14% more capital invested

Capital invested by funds: $513M → $584M (+$70.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

4% less funds holding

Funds holding: 148142 (-6)

13% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $2.98M

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
51
Reduced
41
Closed
25
Calls
$2.59M
Puts
$2.98M
Net Calls
-$389K
Net Calls Change
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$3.02M +294,365 +3%
BI
2
BVF Inc
California
$76.5M +$31.2M +3,040,900 +73%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.2M +$2.41M +234,549 +5%
DCM
4
Driehaus Capital Management
Illinois
$32.2M +$3.28M +319,091 +12%
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$32.1M +$26.7M +2,594,651 +598%
WA
6
Wasatch Advisors
Utah
$27.5M +$1.36M +131,934 +5%
Millennium Management
7
Millennium Management
New York
$27.3M +$5.94M +578,539 +29%
State Street
8
State Street
Massachusetts
$26.9M +$2.25M +218,887 +9%
FCMI
9
Foresite Capital Management IV
California
$25.5M +$5.14M +500,000 +26%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.9M +$1.03M +100,208 +6%
Morgan Stanley
11
Morgan Stanley
New York
$14.5M +$11.2M +1,090,420 +395%
RM
12
RP Management
New York
$9.29M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.49M +$85.3K +8,303 +1%
Northern Trust
14
Northern Trust
Illinois
$8.12M -$259K -25,210 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.79M +$47.4K +4,618 +0.7%
Jennison Associates
16
Jennison Associates
New York
$6.47M +$6.27M +609,964 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$5.53M +$2.57M +250,000 +92%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$5.43M +$5.26M +511,730 New
Principal Financial Group
19
Principal Financial Group
Iowa
$5.04M +$129K +12,529 +3%
PA
20
Pinnacle Associates
New York
$5.03M -$463K -45,095 -9%
Two Sigma Investments
21
Two Sigma Investments
New York
$4.91M +$3.52M +342,980 +287%
DCM
22
DAFNA Capital Management
California
$4.44M
Charles Schwab
23
Charles Schwab
California
$3.8M +$66.8K +6,501 +2%
Invesco
24
Invesco
Georgia
$3.71M -$587K -57,138 -14%
Goldman Sachs
25
Goldman Sachs
New York
$3.47M +$1.95M +189,598 +138%

CYTK Hedge Fund Activity: Q4 2019 in Review

142 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cytokinetics (CYTK) for Q4 2019, worth a combined $584M — up 14% from $513M a quarter earlier.

Fund positioning in CYTK was balanced in Q4 2019: 25 funds opened new positions, 25 closed out, 51 added to existing stakes and 41 trimmed.

The largest buyer was BVF Inc, adding an estimated $31.2M. The largest seller was Federated Hermes, cutting an estimated $8.57M.

  • 142 institutional investors held Cytokinetics (CYTK) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $584M of Cytokinetics stock for Q4 2019, up 14% quarter-over-quarter.
  • 25 funds opened new Cytokinetics positions in Q4 2019 and 25 closed out, a net change of 0 holders.
  • The largest Cytokinetics buyer in Q4 2019 was BVF Inc, an estimated $31.2M added.
  • The largest Cytokinetics seller in Q4 2019 was Federated Hermes, an estimated $8.57M sold.

Based on aggregated 13F filings for Q4 2019.