Edgewise Therapeutics
EWTX
116 hedge funds and large institutions have $871M invested in Edgewise Therapeutics in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 7 closing their positions.
443% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 7
404% more call options, than puts
Call options by funds: $363K | Put options by funds: $72K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
122% more capital invested
Capital invested by funds: $392M → $871M (+$479M)
115% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 20
36% more funds holding
Funds holding: 85 → 116 (+31)
22.3% less ownership
Funds ownership: 107.85% → 85.54% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Baker Bros. Advisors
New York
|
+$14.5M |
| 2 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$12.8M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$8.34M |
| 4 |
LGM
Logos Global Management
San Francisco,
California
|
+$6.67M |
| 5 |
Barclays
London,
United Kingdom
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$2.77M |
| 2 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
-$1.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 4 |
OM
Opaleye Management
Boston,
Massachusetts
|
-$1.24M |
| 5 |
Renaissance Technologies
New York
|
-$606K |
EWTX Hedge Fund Activity: Q4 2023 in Review
116 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Edgewise Therapeutics (EWTX) for Q4 2023, worth a combined $871M — up 122% from $392M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EWTX positions and 7 closed out — a net gain of 31 holders — while 43 added to existing stakes and 20 trimmed.
The largest buyer was Baker Bros. Advisors, adding an estimated $14.5M. The largest seller was Cormorant Asset Management, cutting an estimated $2.77M.
- 116 institutional investors held Edgewise Therapeutics (EWTX) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $871M of Edgewise Therapeutics stock for Q4 2023, up 122% quarter-over-quarter.
- 38 funds opened new Edgewise Therapeutics positions in Q4 2023 and 7 closed out, a net change of +31 holders.
- The largest Edgewise Therapeutics buyer in Q4 2023 was Baker Bros. Advisors, an estimated $14.5M added.
- The largest Edgewise Therapeutics seller in Q4 2023 was Cormorant Asset Management, an estimated $2.77M sold.
Based on aggregated 13F filings for Q4 2023.