IDEAYA Biosciences
IDYA
128 hedge funds and large institutions have $625M invested in IDEAYA Biosciences in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
80% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 30
9% more funds holding
Funds holding: 117 → 128 (+11)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.34% less ownership
Funds ownership: 95.52% → 94.18% (-1.3%)
24% less capital invested
Capital invested by funds: $822M → $625M (-$196M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$7.91M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.15M |
| 3 |
BI
BVF Inc
San Francisco,
California
|
+$4.17M |
| 4 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$3.4M |
| 5 |
Two Sigma Investments
New York
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Baker Bros. Advisors
New York
|
-$13.9M |
| 2 |
5VM
5AM Venture Management
San Francisco,
California
|
-$5.46M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
-$5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$3.47M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.28M |
IDYA Hedge Fund Activity: Q1 2023 in Review
128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q1 2023, worth a combined $625M — down 24% from $822M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IDYA positions and 11 closed out — a net gain of 11 holders — while 54 added to existing stakes and 30 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $7.91M. The largest seller was Baker Bros. Advisors, cutting an estimated $13.9M.
- 128 institutional investors held IDEAYA Biosciences (IDYA) as of Q1 2023, up from 117 in Q4 2022.
- Funds reported $625M of IDEAYA Biosciences stock for Q1 2023, down 24% quarter-over-quarter.
- 22 funds opened new IDEAYA Biosciences positions in Q1 2023 and 11 closed out, a net change of +11 holders.
- The largest IDEAYA Biosciences buyer in Q1 2023 was Adage Capital Partners, an estimated $7.91M added.
- The largest IDEAYA Biosciences seller in Q1 2023 was Baker Bros. Advisors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2023.