IDEAYA Biosciences
IDYA
89 hedge funds and large institutions have $559M invested in IDEAYA Biosciences in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 11 closing their positions.
97% more capital invested
Capital invested by funds: $284M → $559M (+$275M)
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
39% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 23
22% more call options, than puts
Call options by funds: $524K | Put options by funds: $428K
9% more funds holding
Funds holding: 82 → 89 (+7)
2.14% more ownership
Funds ownership: 71.55% → 73.69% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$28.4M |
| 2 |
RI
RTW Investments
New York
|
+$12M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$9.81M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.29M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$11.9M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$5.36M |
| 3 |
Renaissance Technologies
New York
|
-$1.52M |
| 4 |
Two Sigma Investments
New York
|
-$1.09M |
| 5 |
JP Morgan Chase
New York
|
-$866K |
IDYA Hedge Fund Activity: Q1 2021 in Review
89 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q1 2021, worth a combined $559M — up 97% from $284M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IDYA positions and 11 closed out — a net gain of 8 holders — while 32 added to existing stakes and 23 trimmed.
The largest buyer was Avidity Partners Management, opening a new position worth an estimated $28.4M. The largest seller was BVF Inc, cutting an estimated $11.9M.
- 89 institutional investors held IDEAYA Biosciences (IDYA) as of Q1 2021, up from 82 in Q4 2020.
- Funds reported $559M of IDEAYA Biosciences stock for Q1 2021, up 97% quarter-over-quarter.
- 19 funds opened new IDEAYA Biosciences positions in Q1 2021 and 11 closed out, a net change of +8 holders.
- The largest IDEAYA Biosciences buyer in Q1 2021 was Avidity Partners Management, an estimated $28.4M added.
- The largest IDEAYA Biosciences seller in Q1 2021 was BVF Inc, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2021.