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Fulcrum Therapeutics

101 hedge funds and large institutions have $1.01B invested in Fulcrum Therapeutics in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 8

260% more capital invested

Capital invested by funds: $281M → $1.01B (+$730M)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

51% more funds holding

Funds holding: 67101 (+34)

10.98% more ownership

Funds ownership: 82%92.98% (+11%)

26% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $3.44M

Holders
101
Holders Change
+34
Holders Change %
+50.75%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
42
Increased
35
Reduced
16
Closed
8
Calls
$2.54M
Puts
$3.44M
Net Calls
-$901K
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$171M +$69.5M +3,665,282 +154%
TGI
2
TRV GP III
Massachusetts
$140M -$18.9M -1,000,000 -17%
RI
3
RTW Investments
New York
$109M +$12.3M +650,000 +20%
TGI
4
TRV GP IV
Massachusetts
$66.1M
BlackRock
5
BlackRock
New York
$57.3M +$13.9M +733,428 +57%
SCM
6
Suvretta Capital Management
New York
$54.8M +$5.96M +314,525 +19%
CAC
7
Cowen and Company
New York
$44M +$4.56M +240,676 +18%
Vanguard Group
8
Vanguard Group
Pennsylvania
$35.4M +$6.56M +346,391 +38%
BC
9
Boxer Capital
California
$35.3M +$23.7M +1,250,000 New
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$33.3M +$22.4M +1,180,000 New
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$22.5M +$15.1M +798,101 New
Two Sigma Investments
12
Two Sigma Investments
New York
$17.8M +$11.7M +616,928 +3,952%
Invesco
13
Invesco
Georgia
$16.8M +$11.3M +596,057 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.9M +$1.93M +101,850 +29%
RSCM
15
Rock Springs Capital Management
Maryland
$12.8M +$8.63M +455,290 New
State Street
16
State Street
Massachusetts
$12.8M +$2.65M +140,087 +45%
HMC
17
Harvard Management Company
Massachusetts
$11.6M
PHP
18
Parkman Healthcare Partners
Connecticut
$9.56M +$3.65M +192,407 +131%
ACP
19
Acuta Capital Partners
California
$9.1M -$5.34M -281,574 -47%
Citadel Advisors
20
Citadel Advisors
Florida
$8.86M -$1.83M -96,615 -24%
Bessemer Group
21
Bessemer Group
New Jersey
$8.76M +$472K +24,904 +9%
PA
22
Perceptive Advisors
New York
$8.3M
Northern Trust
23
Northern Trust
Illinois
$7.28M +$761K +40,161 +18%
AI
24
Alphabet Inc
California
$7.21M -$8.01M -422,689 -62%
N
25
Natixis
France
$7.11M +$4.74M +250,000 New

FULC Hedge Fund Activity: Q3 2021 in Review

101 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fulcrum Therapeutics (FULC) for Q3 2021, worth a combined $1.01B — up 260% from $281M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FULC positions and 8 closed out — a net gain of 34 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.5M. The largest seller was TRV GP III, cutting an estimated $18.9M.

  • 101 institutional investors held Fulcrum Therapeutics (FULC) as of Q3 2021, up from 67 in Q2 2021.
  • Funds reported $1.01B of Fulcrum Therapeutics stock for Q3 2021, up 260% quarter-over-quarter.
  • 42 funds opened new Fulcrum Therapeutics positions in Q3 2021 and 8 closed out, a net change of +34 holders.
  • The largest Fulcrum Therapeutics buyer in Q3 2021 was Fidelity Investments, an estimated $69.5M added.
  • The largest Fulcrum Therapeutics seller in Q3 2021 was TRV GP III, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2021.