IDEAYA Biosciences
IDYA
157 hedge funds and large institutions have $2.35B invested in IDEAYA Biosciences in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 41 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
78% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 41
51% more call options, than puts
Call options by funds: $857K | Put options by funds: $568K
46% more capital invested
Capital invested by funds: $1.61B → $2.35B (+$742M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more funds holding
Funds holding: 144 → 157 (+13)
1.13% less ownership
Funds ownership: 103.73% → 102.6% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$54.6M |
| 2 |
Morgan Stanley
New York
|
+$29.9M |
| 3 |
RG
Redmile Group
San Francisco,
California
|
+$27.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$26.8M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$106M |
| 2 |
CC
Commodore Capital
New York
|
-$20.9M |
| 3 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$18.7M |
| 4 |
First Manhattan
New York
|
-$16M |
| 5 |
LGM
Logos Global Management
San Francisco,
California
|
-$13.4M |
IDYA Hedge Fund Activity: Q4 2023 in Review
157 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q4 2023, worth a combined $2.35B — up 46% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IDYA positions and 14 closed out — a net gain of 16 holders — while 73 added to existing stakes and 41 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $54.6M. The largest seller was BVF Inc, cutting an estimated $106M.
- 157 institutional investors held IDEAYA Biosciences (IDYA) as of Q4 2023, up from 144 in Q3 2023.
- Funds reported $2.35B of IDEAYA Biosciences stock for Q4 2023, up 46% quarter-over-quarter.
- 30 funds opened new IDEAYA Biosciences positions in Q4 2023 and 14 closed out, a net change of +16 holders.
- The largest IDEAYA Biosciences buyer in Q4 2023 was Janus Henderson Group, an estimated $54.6M added.
- The largest IDEAYA Biosciences seller in Q4 2023 was BVF Inc, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2023.