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IDEAYA Biosciences
IDYA

204 hedge funds and large institutions have $3.47B invested in IDEAYA Biosciences in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 12

132% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $601K

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

45% more capital invested

Capital invested by funds: $2.4B → $3.47B (+$1.07B)

30% more funds holding

Funds holding: 157 → 204 (+47)

1.53% more ownership

Funds ownership: 104.51% → 106.05% (+1.5%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
204
Holders Change
+47
Holders Change %
+29.94%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
59
Increased
78
Reduced
52
Closed
12
Calls
$1.4M
Puts
$601K
Net Calls
+$794K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$398M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$46.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$41.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$29.2M
5
BlackRock
BlackRock
New York
+$22.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$73.2M
2
APM
Avidity Partners Management
Texas
-$31M
3
SI
Sofinnova Investments
California
-$29.1M
4
BI
BVF Inc
California
-$24.4M
5
PIM
Platinum Investment Management
Australia
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$28.9M +$5.53M +128,518 +24%
Northern Trust
27
Northern Trust
Illinois
$28.2M +$1.4M +32,459 +5%
CS
28
Candriam SCA
Luxembourg
$27.6M +$10.1M +235,000 +59%
Charles Schwab
29
Charles Schwab
California
$25M +$3.14M +73,133 +15%
SCM
30
Soleus Capital Management
Connecticut
$23.4M -$1.34M -31,185 -6%
BCM
31
Boone Capital Management
Georgia
$23.3M – – –
Two Sigma Advisers
32
Two Sigma Advisers
New York
$21.6M +$19.1M +443,300 +924%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$21.4M -$71.8K -1,669 -0.3%
SC
34
Samlyn Capital
New York
$21.1M +$20.7M +481,225 New
Two Sigma Investments
35
Two Sigma Investments
New York
$21.1M +$17.6M +409,452 +581%
CAM
36
Cormorant Asset Management
Massachusetts
$19.7M – – –
DCM
37
DAFNA Capital Management
California
$19.6M -$3.01M -70,000 -14%
DCM
38
Driehaus Capital Management
Illinois
$19.4M -$20.2M -470,856 -52%
WP
39
Woodline Partners
California
$18.7M +$514K +11,943 +3%
Goldman Sachs
40
Goldman Sachs
New York
$18.4M +$6.05M +140,733 +51%
FTM
41
First Turn Management
California
$17.5M +$662K +15,400 +4%
Bank of America
42
Bank of America
North Carolina
$16M +$7.5M +174,519 +92%
N
43
Nuveen
North Carolina
$15.8M -$767K -17,831 -5%
FLAM
44
First Light Asset Management
Minnesota
$14.7M -$439K -10,203 -3%
EAM
45
Eventide Asset Management
Massachusetts
$14.7M – – –
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$14.2M +$12.2M +282,760 +695%
Deutsche Bank
47
Deutsche Bank
Germany
$13.4M +$9.05M +210,544 +223%
Invesco
48
Invesco
Georgia
$13.1M +$3.48M +80,965 +37%
Victory Capital Management
49
Victory Capital Management
Texas
$12.6M -$2.58M -59,985 -17%
Jennison Associates
50
Jennison Associates
New York
$11.2M +$11M +256,249 New
1
2
3 4 5

IDYA Hedge Fund Activity: Q1 2024 in Review

204 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q1 2024, worth a combined $3.47B — up 45% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IDYA positions and 12 closed out — a net gain of 47 holders — while 78 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was Morgan Stanley, cutting an estimated $73.2M.

  • 204 institutional investors held IDEAYA Biosciences (IDYA) as of Q1 2024, up from 157 in Q4 2023.
  • Funds reported $3.47B of IDEAYA Biosciences stock for Q1 2024, up 45% quarter-over-quarter.
  • 59 funds opened new IDEAYA Biosciences positions in Q1 2024 and 12 closed out, a net change of +47 holders.
  • The largest IDEAYA Biosciences buyer in Q1 2024 was Fidelity Investments, an estimated $398M added.
  • The largest IDEAYA Biosciences seller in Q1 2024 was Morgan Stanley, an estimated $73.2M sold.

Based on aggregated 13F filings for Q1 2024.