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Fulcrum Therapeutics

130 hedge funds and large institutions have $196M invested in Fulcrum Therapeutics in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $7.19M

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

7% more funds holding

Funds holding: 121130 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

16.27% less ownership

Funds ownership: 104.28%88.01% (-16%)

51% less capital invested

Capital invested by funds: $402M → $196M (-$206M)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
32
Reduced
35
Closed
34
Calls
$25.5M
Puts
$7.19M
Net Calls
+$18.3M
Net Calls Change
-$7M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
RA Capital Management
Massachusetts
$36.5M -$10.2M -1,380,605 -12%
BlackRock
2
BlackRock
New York
$20.4M +$6.74M +908,005 +19%
TCM
3
TCG Crossover Management
California
$18.7M +$38.9M +5,250,000 New
NCM
4
Nantahala Capital Management
Connecticut
$17.1M +$35.4M +4,777,912 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.7M +$1.51M +203,449 +7%
TGI
6
TRV GP IV
Massachusetts
$8.37M
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$7.14M +$12.6M +1,700,000 +567%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$6.15M -$26.8M -3,605,931 -68%
State Street
9
State Street
Massachusetts
$6M +$4.74M +638,955 +61%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.08M -$426K -57,431 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$4.82M -$3.18M -428,319 -24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.72M +$100K +13,485 +1%
SCM
13
Suvretta Capital Management
New York
$4.22M -$10.1M -1,358,255 -53%
B
14
Braidwell
Connecticut
$3.82M +$7.93M +1,069,158 New
Goldman Sachs
15
Goldman Sachs
New York
$3.31M +$2.73M +367,469 +66%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$2.71M +$1.23M +165,946 +28%
WP
17
Woodline Partners
California
$2.39M +$1.26M +169,506 +34%
Charles Schwab
18
Charles Schwab
California
$2.03M +$2.92M +393,202 +223%
Northern Trust
19
Northern Trust
Illinois
$2.03M +$2.97M +400,849 +240%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.36M -$1.35M -181,300 -32%
SAM
21
Simplify Asset Management
Nevada
$1.25M -$2.4M -323,518 -48%
Morgan Stanley
22
Morgan Stanley
New York
$1.25M -$6.56M -884,128 -72%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.22M -$1.16M -156,961 -32%
CM
24
Caption Management
Oklahoma
$1.1M -$1.62M -217,886 -41%
SC
25
Shay Capital
New York
$1.03M +$2.15M +289,237 New

FULC Hedge Fund Activity: Q3 2024 in Review

130 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fulcrum Therapeutics (FULC) for Q3 2024, worth a combined $196M — down 51% from $402M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FULC positions and 34 closed out — a net gain of 9 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was TCG Crossover Management, opening a new position worth an estimated $38.9M. The largest seller was RTW Investments, exiting entirely with an estimated $36.2M sold.

  • 130 institutional investors held Fulcrum Therapeutics (FULC) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $196M of Fulcrum Therapeutics stock for Q3 2024, down 51% quarter-over-quarter.
  • 43 funds opened new Fulcrum Therapeutics positions in Q3 2024 and 34 closed out, a net change of +9 holders.
  • The largest Fulcrum Therapeutics buyer in Q3 2024 was TCG Crossover Management, an estimated $38.9M added.
  • The largest Fulcrum Therapeutics seller in Q3 2024 was RTW Investments, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2024.