IDEAYA Biosciences
IDYA
138 hedge funds and large institutions have $1.33B invested in IDEAYA Biosciences in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 27 reducing their positions, and 21 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
159% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 27
113% more capital invested
Capital invested by funds: $625M → $1.33B (+$705M)
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
8% more funds holding
Funds holding: 128 → 138 (+10)
4.61% more ownership
Funds ownership: 94.18% → 98.79% (+4.6%)
91% less call options, than puts
Call options by funds: $526K | Put options by funds: $5.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
+$66.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$21.3M |
| 3 |
Janus Henderson Group
London,
|
+$20.8M |
| 4 |
BlackRock
New York
|
+$16.6M |
| 5 |
CC
Commodore Capital
New York
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$38M |
| 2 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$14.1M |
| 3 |
5VM
5AM Venture Management
San Francisco,
California
|
-$11.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.94M |
| 5 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$2.21M |
IDYA Hedge Fund Activity: Q2 2023 in Review
138 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q2 2023, worth a combined $1.33B — up 113% from $625M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IDYA positions and 21 closed out — a net gain of 10 holders — while 70 added to existing stakes and 27 trimmed.
The largest buyer was BVF Inc, adding an estimated $66.4M. The largest seller was Logos Global Management, cutting an estimated $38M.
- 138 institutional investors held IDEAYA Biosciences (IDYA) as of Q2 2023, up from 128 in Q1 2023.
- Funds reported $1.33B of IDEAYA Biosciences stock for Q2 2023, up 113% quarter-over-quarter.
- 31 funds opened new IDEAYA Biosciences positions in Q2 2023 and 21 closed out, a net change of +10 holders.
- The largest IDEAYA Biosciences buyer in Q2 2023 was BVF Inc, an estimated $66.4M added.
- The largest IDEAYA Biosciences seller in Q2 2023 was Logos Global Management, an estimated $38M sold.
Based on aggregated 13F filings for Q2 2023.