IDEAYA Biosciences
IDYA
84 hedge funds and large institutions have $534M invested in IDEAYA Biosciences in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 12 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 17
3.52% more ownership
Funds ownership: 73.69% → 77.21% (+3.5%)
4% less capital invested
Capital invested by funds: $559M → $534M (-$25.1M)
6% less funds holding
Funds holding: 89 → 84 (-5)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$24.6M |
| 2 |
RI
RTW Investments
New York
|
+$16.4M |
| 3 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$12.3M |
| 4 |
ABG
Ally Bridge Group
New York
|
+$9.87M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$61.3M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$3.94M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$2.95M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$2.05M |
| 5 |
Two Sigma Investments
New York
|
-$1.94M |
IDYA Hedge Fund Activity: Q2 2021 in Review
84 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q2 2021, worth a combined $534M — down 4.5% from $559M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IDYA and 7 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 43 added.
The largest buyer was BlackRock, adding an estimated $24.6M. The largest seller was BVF Inc, exiting entirely with an estimated $61.3M sold.
- 84 institutional investors held IDEAYA Biosciences (IDYA) as of Q2 2021, down from 89 in Q1 2021.
- Funds reported $534M of IDEAYA Biosciences stock for Q2 2021, down 4.5% quarter-over-quarter.
- 7 funds opened new IDEAYA Biosciences positions in Q2 2021 and 12 closed out, a net change of -5 holders.
- The largest IDEAYA Biosciences buyer in Q2 2021 was BlackRock, an estimated $24.6M added.
- The largest IDEAYA Biosciences seller in Q2 2021 was BVF Inc, an estimated $61.3M sold.
Based on aggregated 13F filings for Q2 2021.