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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$398M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$46.8M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$41.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.2M |
| 5 |
BlackRock
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$73.2M |
| 2 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$31M |
| 3 |
SI
Sofinnova Investments
Menlo Park,
California
|
-$29.1M |
| 4 |
BI
BVF Inc
San Francisco,
California
|
-$24.4M |
| 5 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$21.5M |
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.