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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.17%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
31
Increased
70
Reduced
27
Closed
21
Calls
$526K
Puts
$5.6M
Net Calls
-$5.08M
Net Calls Change
-$5.16M

Top Buyers

1
BI
BVF Inc
California
+$66.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20.8M
4
BlackRock
BlackRock
New York
+$16.6M
5
CC
Commodore Capital
New York
+$15.9M

Top Sellers

1
LGM
Logos Global Management
California
-$38M
2
APM
Avidity Partners Management
Texas
-$14.1M
3
5VM
5AM Venture Management
California
-$11.9M
4
Ameriprise
Ameriprise
Minnesota
-$3.94M
5
NCM
Nantahala Capital Management
Connecticut
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
BVF Inc
California
$134M +$66.4M +3,228,400 +131%
BlackRock
2
BlackRock
New York
$102M +$16.6M +806,603 +23%
Federated Hermes
3
Federated Hermes
Pennsylvania
$79.7M +$10.8M +525,091 +18%
APM
4
Avidity Partners Management
Texas
$70.2M -$14.1M -687,700 -19%
Vanguard Group
5
Vanguard Group
Pennsylvania
$66.5M +$10.5M +508,655 +22%
CPX
6
Canaan Partners X
California
$62.5M – – –
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$60.5M -$2.09M -101,449 -4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$58.8M +$21.3M +1,036,086 +71%
DM
9
Deerfield Management
New York
$53.3M +$10.8M +525,000 +30%
BC
10
Boxer Capital
California
$51.8M – – –
State Street
11
State Street
Massachusetts
$50.3M +$497K +24,186 +1%
LGM
12
Logos Global Management
California
$41.1M -$38M -1,850,000 -51%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$39.2M +$20.8M +1,009,626 +153%
Citadel Advisors
14
Citadel Advisors
Florida
$27.1M +$2.93M +142,313 +14%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$25.8M +$10.6M +515,379 +89%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$25.5M +$1.03M +49,898 +5%
BBA
17
Baker Bros. Advisors
New York
$25M +$4.72M +229,354 +28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24M +$3.35M +162,819 +19%
PIM
19
Platinum Investment Management
Australia
$19.1M -$429K -20,851 -2%
CC
20
Commodore Capital
New York
$18.2M +$15.9M +775,000 New
Capital Research Global Investors
21
Capital Research Global Investors
California
$17M +$14.9M +723,802 New
SI
22
Sofinnova Investments
California
$15.6M +$4.35M +211,597 +47%
CAM
23
Cormorant Asset Management
Massachusetts
$14.1M +$5.14M +250,000 +71%
First Manhattan
24
First Manhattan
New York
$13.9M +$8.8M +427,865 +259%
N
25
Nuveen
North Carolina
$13.3M +$6.76M +328,581 +138%
1
2 3 4 5

IDYA Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 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.