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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
30
Reduced
13
Closed
9
Calls
–
Puts
$155K
Net Calls
-$155K
Net Calls Change
-$155K

Top Buyers

Rank Fund Capital Flow
1
RI
RTW Investments
New York
+$25M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$14.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.38M
4
BlackRock
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
California
-$22.6M
2
APM
Avidity Partners Management
Texas
-$13.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.15M
4
EI
EAM Investors
California
-$1.48M
5
EGI
EAM Global Investors
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
BVF Inc
California
$45.2M – – –
CPX
2
Canaan Partners X
California
$37.3M – – –
BC
3
Boxer Capital
California
$30.8M – – –
RI
4
RTW Investments
New York
$25.9M +$25M +1,846,843 New
5VM
5
5AM Venture Management
California
$25.2M -$22.6M -1,665,000 -48%
BlackRock
6
BlackRock
New York
$17M +$4.32M +319,057 +36%
Point72 Asset Management
7
Point72 Asset Management
Connecticut
$15.6M -$617K -45,553 -4%
Federated Hermes
8
Federated Hermes
Pennsylvania
$15.4M +$14.9M +1,097,266 +101,411%
AI
9
Alphabet Inc
California
$10.5M – – –
Vanguard Group
10
Vanguard Group
Pennsylvania
$10M +$329K +24,309 +4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$6.59M +$6.38M +471,099 New
DCM
12
DAFNA Capital Management
California
$4.64M – – –
State Street
13
State Street
Massachusetts
$3.22M +$296K +21,840 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.09M +$706K +52,130 +31%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$3.06M +$1.08M +79,400 +57%
Northern Trust
16
Northern Trust
Illinois
$2.81M +$406K +29,943 +18%
PIM
17
Platinum Investment Management
Australia
$2.7M – – –
Two Sigma Investments
18
Two Sigma Investments
New York
$2.44M -$91.1K -6,727 -4%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.95M +$65K +4,800 +4%
MWNA
20
Marshall Wace North America
New York
$1.69M +$1.64M +120,872 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.45M +$1.11M +81,809 +371%
Millennium Management
22
Millennium Management
New York
$1.2M -$191K -14,091 -14%
N
23
Nuveen
North Carolina
$1.16M +$219K +16,130 +24%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.07M +$817K +60,296 +368%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$1.07M +$633K +46,728 +157%
1
2 3 4

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.