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Fulcrum Therapeutics

47 hedge funds and large institutions have $201M invested in Fulcrum Therapeutics in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

24% more funds holding

Funds holding: 3847 (+9)

4.42% more ownership

Funds ownership: 67.63%72.05% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less capital invested

Capital invested by funds: $262M → $201M (-$61.1M)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
24
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TGI
1
TRV GP III
Massachusetts
$71.2M
TGI
2
TRV GP IV
Massachusetts
$28M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.3M +$1.31M +81,700 +5%
CC
4
Casdin Capital
New York
$14.4M -$480K -30,000 -2%
FCMI
5
Foresite Capital Management IV
California
$11.9M -$8.02M -501,345 -33%
AI
6
Alphabet Inc
California
$8.67M +$190K +11,904 +2%
BlackRock
7
BlackRock
New York
$7.42M +$6.57M +410,689 +195%
PA
8
Perceptive Advisors
New York
$7.16M
LGM
9
Logos Global Management
California
$6.36M +$6.54M +408,885 +331%
HMC
10
Harvard Management Company
Massachusetts
$4.9M
Bessemer Group
11
Bessemer Group
New Jersey
$3.41M
State Street
12
State Street
Massachusetts
$2.32M +$2.48M +155,213 +397%
Millennium Management
13
Millennium Management
New York
$2.21M +$1.52M +94,838 +105%
Northern Trust
14
Northern Trust
Illinois
$1.6M +$1.33M +83,233 +163%
FT
15
Fiduciary Trust
Massachusetts
$1.49M +$1.68M +104,999 +525%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.44M +$987K +61,701 +105%
Vanguard Group
17
Vanguard Group
Pennsylvania
$1.38M +$673K +42,083 +57%
PIM
18
Platinum Investment Management
Australia
$1.14M -$692K -43,234 -31%
CTB
19
Country Trust Bank
Illinois
$501K +$672K +41,984 New
N
20
Nuveen
North Carolina
$428K +$573K +35,830 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$398K +$533K +33,303 New
Morgan Stanley
22
Morgan Stanley
New York
$348K +$248K +15,532 +114%
Charles Schwab
23
Charles Schwab
California
$320K +$428K +26,769 New
CC
24
Cannell & Co
New York
$267K +$358K +22,400 New
JP Morgan Chase
25
JP Morgan Chase
New York
$253K +$244K +15,264 +258%

FULC Hedge Fund Activity: Q1 2020 in Review

47 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fulcrum Therapeutics (FULC) for Q1 2020, worth a combined $201M — down 23% from $262M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FULC positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $6.57M. The largest seller was Foresite Capital Management IV, cutting an estimated $8.02M.

  • 47 institutional investors held Fulcrum Therapeutics (FULC) as of Q1 2020, up from 38 in Q4 2019.
  • Funds reported $201M of Fulcrum Therapeutics stock for Q1 2020, down 23% quarter-over-quarter.
  • 12 funds opened new Fulcrum Therapeutics positions in Q1 2020 and 3 closed out, a net change of +9 holders.
  • The largest Fulcrum Therapeutics buyer in Q1 2020 was BlackRock, an estimated $6.57M added.
  • The largest Fulcrum Therapeutics seller in Q1 2020 was Foresite Capital Management IV, an estimated $8.02M sold.

Based on aggregated 13F filings for Q1 2020.