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Edgewise Therapeutics

72 hedge funds and large institutions have $524M invested in Edgewise Therapeutics in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

24% more funds holding

Funds holding: 5872 (+14)

6.9% more ownership

Funds ownership: 102.09%109% (+6.9%)

32% less capital invested

Capital invested by funds: $769M → $524M (-$246M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
25
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OrbiMed
New York
$135M
NHAS
2
Novo Holdings A/S
Denmark
$54.2M
CAM
3
Cormorant Asset Management
Massachusetts
$45.4M +$14.4M +1,116,973 +31%
DM
4
Deerfield Management
New York
$38.2M
Viking Global Investors
5
Viking Global Investors
Connecticut
$26.5M
Citadel Advisors
6
Citadel Advisors
Florida
$25.6M +$2.33M +181,359 +7%
RCM
7
RA Capital Management
Massachusetts
$25.4M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$24.5M +$275K +21,351 +0.9%
EC
9
EcoR1 Capital
California
$22.9M +$13.9M +1,080,633 +84%
BlackRock
10
BlackRock
New York
$19.9M +$97.3K +7,557 +0.4%
NLVP
11
New Leaf Venture Partners
New York
$15.1M
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$13.9M -$1.2M -93,019 -6%
Vanguard Group
13
Vanguard Group
Pennsylvania
$11.7M +$151K +11,693 +1%
Ensign Peak Advisors
14
Ensign Peak Advisors
Utah
$6.43M +$8.53M +662,526 New
State Street
15
State Street
Massachusetts
$5.47M +$458K +35,572 +7%
BBA
16
Baker Bros. Advisors
New York
$4.85M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.25M +$599K +46,559 +12%
WP
18
Woodline Partners
California
$3.49M -$550K -42,756 -11%
DCM
19
DAFNA Capital Management
California
$3.46M +$4.59M +356,750 New
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$3.39M +$4.5M +349,775 New
Wellington Management Group
21
Wellington Management Group
Massachusetts
$3.31M -$4.39M -340,906 -50%
American Century Companies
22
American Century Companies
Missouri
$2.96M +$6.46K +502 +0.2%
OM
23
Opaleye Management
Massachusetts
$2.94M +$3.9M +303,000 New
Norges Bank
24
Norges Bank
Norway
$2.93M
Northern Trust
25
Northern Trust
Illinois
$2.85M -$106K -8,238 -3%

EWTX Hedge Fund Activity: Q1 2022 in Review

72 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Edgewise Therapeutics (EWTX) for Q1 2022, worth a combined $524M — down 32% from $769M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EWTX positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Cormorant Asset Management, adding an estimated $14.4M. The largest seller was Logos Global Management, cutting an estimated $8.19M.

  • 72 institutional investors held Edgewise Therapeutics (EWTX) as of Q1 2022, up from 58 in Q4 2021.
  • Funds reported $524M of Edgewise Therapeutics stock for Q1 2022, down 32% quarter-over-quarter.
  • 18 funds opened new Edgewise Therapeutics positions in Q1 2022 and 4 closed out, a net change of +14 holders.
  • The largest Edgewise Therapeutics buyer in Q1 2022 was Cormorant Asset Management, an estimated $14.4M added.
  • The largest Edgewise Therapeutics seller in Q1 2022 was Logos Global Management, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.