IDEAYA Biosciences
IDYA
91 hedge funds and large institutions have $838M invested in IDEAYA Biosciences in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
156% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 18
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
57% more capital invested
Capital invested by funds: $534M → $838M (+$304M)
8.38% more ownership
Funds ownership: 77.21% → 85.59% (+8.4%)
8% more funds holding
Funds holding: 84 → 91 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
+$41.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$24M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$21.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$15.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5VM
5AM Venture Management
San Francisco,
California
|
-$9.34M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$3.69M |
| 3 |
Millennium Management
New York
|
-$2.64M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
-$2.16M |
| 5 |
Two Sigma Advisers
New York
|
-$1.93M |
IDYA Hedge Fund Activity: Q3 2021 in Review
91 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q3 2021, worth a combined $838M — up 57% from $534M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IDYA positions and 8 closed out — a net gain of 7 holders — while 46 added to existing stakes and 18 trimmed.
The largest buyer was Logos Global Management, opening a new position worth an estimated $41.4M. The largest seller was 5AM Venture Management, cutting an estimated $9.34M.
- 91 institutional investors held IDEAYA Biosciences (IDYA) as of Q3 2021, up from 84 in Q2 2021.
- Funds reported $838M of IDEAYA Biosciences stock for Q3 2021, up 57% quarter-over-quarter.
- 15 funds opened new IDEAYA Biosciences positions in Q3 2021 and 8 closed out, a net change of +7 holders.
- The largest IDEAYA Biosciences buyer in Q3 2021 was Logos Global Management, an estimated $41.4M added.
- The largest IDEAYA Biosciences seller in Q3 2021 was 5AM Venture Management, an estimated $9.34M sold.
Based on aggregated 13F filings for Q3 2021.