IDEAYA Biosciences
IDYA
64 hedge funds and large institutions have $262M invested in IDEAYA Biosciences in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 4 closing their positions.
900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 4
483% more capital invested
Capital invested by funds: $45M → $262M (+$217M)
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
129% more funds holding
Funds holding: 28 → 64 (+36)
14.53% more ownership
Funds ownership: 53.7% → 68.24% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
+$15.3M |
| 2 |
BC
Boxer Capital
San Diego,
California
|
+$11.3M |
| 3 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$10.5M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$6.39M |
| 5 |
BlackRock
New York
|
+$5.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Perceptive Advisors
New York
|
-$4.7M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$536K |
| 3 |
BBA
Baker Bros. Advisors
New York
|
-$522K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$197K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$79K |
IDYA Hedge Fund Activity: Q2 2020 in Review
64 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q2 2020, worth a combined $262M — up 483% from $45M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IDYA positions and 4 closed out — a net gain of 36 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was BVF Inc, adding an estimated $15.3M. The largest seller was Perceptive Advisors, exiting entirely with an estimated $4.7M sold.
- 64 institutional investors held IDEAYA Biosciences (IDYA) as of Q2 2020, up from 28 in Q1 2020.
- Funds reported $262M of IDEAYA Biosciences stock for Q2 2020, up 483% quarter-over-quarter.
- 40 funds opened new IDEAYA Biosciences positions in Q2 2020 and 4 closed out, a net change of +36 holders.
- The largest IDEAYA Biosciences buyer in Q2 2020 was BVF Inc, an estimated $15.3M added.
- The largest IDEAYA Biosciences seller in Q2 2020 was Perceptive Advisors, an estimated $4.7M sold.
Based on aggregated 13F filings for Q2 2020.