IDEAYA Biosciences
IDYA
82 hedge funds and large institutions have $284M invested in IDEAYA Biosciences in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more funds holding
Funds holding: 68 → 82 (+14)
20% more capital invested
Capital invested by funds: $236M → $284M (+$48M)
4.96% more ownership
Funds ownership: 66.59% → 71.55% (+5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $155K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
+$25M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$14.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.38M |
| 4 |
BlackRock
New York
|
+$4.32M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5VM
5AM Venture Management
San Francisco,
California
|
-$22.6M |
| 2 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$13.2M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.15M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$1.48M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.2M |
IDYA Hedge Fund Activity: Q4 2020 in Review
82 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q4 2020, worth a combined $284M — up 20% from $236M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IDYA positions and 9 closed out — a net gain of 14 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was RTW Investments, opening a new position worth an estimated $25M. The largest seller was 5AM Venture Management, cutting an estimated $22.6M.
- 82 institutional investors held IDEAYA Biosciences (IDYA) as of Q4 2020, up from 68 in Q3 2020.
- Funds reported $284M of IDEAYA Biosciences stock for Q4 2020, up 20% quarter-over-quarter.
- 23 funds opened new IDEAYA Biosciences positions in Q4 2020 and 9 closed out, a net change of +14 holders.
- The largest IDEAYA Biosciences buyer in Q4 2020 was RTW Investments, an estimated $25M added.
- The largest IDEAYA Biosciences seller in Q4 2020 was 5AM Venture Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2020.