IDEAYA Biosciences
IDYA
144 hedge funds and large institutions have $1.61B invested in IDEAYA Biosciences in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 12 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 41
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
21% more capital invested
Capital invested by funds: $1.33B → $1.61B (+$281M)
4.95% more ownership
Funds ownership: 98.79% → 103.73% (+4.9%)
4% more funds holding
Funds holding: 138 → 144 (+6)
13% less call options, than puts
Call options by funds: $698K | Put options by funds: $804K
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
+$26.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$16.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$13.4M |
| 4 |
LGM
Logos Global Management
San Francisco,
California
|
+$12.7M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$21.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.4M |
| 3 |
BI
BVF Inc
San Francisco,
California
|
-$10.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$7.31M |
| 5 |
IC
Ikarian Capital
Dallas,
Texas
|
-$6.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Group One Trading
Chicago,
Illinois
| – | -$18.3K | -720 | Closed |
|
|
ACM
152
Aquatic Capital Management
Chicago,
Illinois
| – | -$7K | -300 | Closed |
|
|
CMBA
153
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$2.35K | -100 | Closed |
|
|
CG
154
Cutler Group
San Francisco,
California
| – | -$2K | -100 | Closed |
|
|
IPW
155
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.79K | -76 | Closed |
|
|
C
156
Covestor
London,
United Kingdom
| – | +$152 | +6 | New |
|
IDYA Hedge Fund Activity: Q3 2023 in Review
144 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q3 2023, worth a combined $1.61B — up 21% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IDYA positions and 12 closed out — a net gain of 6 holders — while 63 added to existing stakes and 41 trimmed.
The largest buyer was Holocene Advisors, opening a new position worth an estimated $26.2M. The largest seller was Avidity Partners Management, cutting an estimated $21.3M.
- 144 institutional investors held IDEAYA Biosciences (IDYA) as of Q3 2023, up from 138 in Q2 2023.
- Funds reported $1.61B of IDEAYA Biosciences stock for Q3 2023, up 21% quarter-over-quarter.
- 18 funds opened new IDEAYA Biosciences positions in Q3 2023 and 12 closed out, a net change of +6 holders.
- The largest IDEAYA Biosciences buyer in Q3 2023 was Holocene Advisors, an estimated $26.2M added.
- The largest IDEAYA Biosciences seller in Q3 2023 was Avidity Partners Management, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2023.