IDEAYA Biosciences
IDYA
103 hedge funds and large institutions have $393M invested in IDEAYA Biosciences in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 19 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
0.59% more ownership
Funds ownership: 90.2% → 90.79% (+0.59%)
6% less funds holding
Funds holding: 110 → 103 (-7)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
52% less capital invested
Capital invested by funds: $821M → $393M (-$428M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
+$23.6M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
+$19.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.32M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.32M |
| 5 |
Two Sigma Investments
New York
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
-$59.6M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$11.8M |
| 3 |
ABG
Ally Bridge Group
New York
|
-$10.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.65M |
| 5 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$5.57M |
IDYA Hedge Fund Activity: Q1 2022 in Review
103 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q1 2022, worth a combined $393M — down 52% from $821M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IDYA and 12 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 43 added.
The largest buyer was BVF Inc, opening a new position worth an estimated $23.6M. The largest seller was RTW Investments, exiting entirely with an estimated $59.6M sold.
- 103 institutional investors held IDEAYA Biosciences (IDYA) as of Q1 2022, down from 110 in Q4 2021.
- Funds reported $393M of IDEAYA Biosciences stock for Q1 2022, down 52% quarter-over-quarter.
- 12 funds opened new IDEAYA Biosciences positions in Q1 2022 and 19 closed out, a net change of -7 holders.
- The largest IDEAYA Biosciences buyer in Q1 2022 was BVF Inc, an estimated $23.6M added.
- The largest IDEAYA Biosciences seller in Q1 2022 was RTW Investments, an estimated $59.6M sold.
Based on aggregated 13F filings for Q1 2022.