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Cytokinetics

158 hedge funds and large institutions have $1.36B invested in Cytokinetics in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

107% more capital invested

Capital invested by funds: $658M → $1.36B (+$707M)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

7% more funds holding

Funds holding: 147158 (+11)

3.62% more ownership

Funds ownership: 93.75%97.37% (+3.6%)

33% less call options, than puts

Call options by funds: $5.33M | Put options by funds: $7.93M

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
3.24%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
28
Increased
61
Reduced
50
Closed
17
Calls
$5.33M
Puts
$7.93M
Net Calls
-$2.6M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M +$4.43M +236,498 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M -$2.9M -154,528 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$82.7M +$10.8M +576,349 +20%
CCM
4
Consonance Capital Management
New York
$78.9M -$1.59M -85,000 -2%
DCM
5
Driehaus Capital Management
Illinois
$73.3M +$2.55M +135,770 +5%
State Street
6
State Street
Massachusetts
$71.7M +$6.67M +355,470 +13%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$71M +$56.5M +3,011,620 New
WA
8
Wasatch Advisors
Utah
$67.5M -$2.57M -137,022 -5%
FCMI
9
Foresite Capital Management IV
California
$37.9M -$10.7M -570,000 -26%
GPP
10
Great Point Partners
Connecticut
$35.8M +$16.1M +856,538 +129%
FCM
11
Farallon Capital Management
California
$35.4M +$16.4M +875,000 +140%
Millennium Management
12
Millennium Management
New York
$28.7M -$5.12M -273,146 -18%
RM
13
RP Management
New York
$20.6M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$20.5M +$250K +13,310 +2%
Goldman Sachs
15
Goldman Sachs
New York
$19.2M +$6.23M +332,290 +69%
LGM
16
Logos Global Management
California
$18.9M +$11.4M +606,871 +314%
Northern Trust
17
Northern Trust
Illinois
$18.7M +$414K +22,057 +3%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$17.1M +$1M +53,400 +8%
Morgan Stanley
19
Morgan Stanley
New York
$16.6M -$4.82M -256,868 -27%
Citadel Advisors
20
Citadel Advisors
Florida
$16M -$9.11M -485,691 -42%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.5M +$735K +39,194 +6%
Jennison Associates
22
Jennison Associates
New York
$14.5M +$56.8K +3,029 +0.5%
Invesco
23
Invesco
Georgia
$13.9M +$4.74M +252,532 +75%
PC
24
Polar Capital
United Kingdom
$11.8M +$9.38M +500,000 New
Principal Financial Group
25
Principal Financial Group
Iowa
$11M +$157K +8,348 +2%

CYTK Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cytokinetics (CYTK) for Q2 2020, worth a combined $1.36B — up 107% from $658M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CYTK positions and 17 closed out — a net gain of 11 holders — while 61 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $56.5M. The largest seller was BVF Inc, exiting entirely with an estimated $46.4M sold.

  • 158 institutional investors held Cytokinetics (CYTK) as of Q2 2020, up from 147 in Q1 2020.
  • Funds reported $1.36B of Cytokinetics stock for Q2 2020, up 107% quarter-over-quarter.
  • 28 funds opened new Cytokinetics positions in Q2 2020 and 17 closed out, a net change of +11 holders.
  • The largest Cytokinetics buyer in Q2 2020 was Wellington Management Group, an estimated $56.5M added.
  • The largest Cytokinetics seller in Q2 2020 was BVF Inc, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2020.