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IDEAYA Biosciences
IDYA

204 hedge funds and large institutions have $3.47B invested in IDEAYA Biosciences in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 12

132% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $601K

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

45% more capital invested

Capital invested by funds: $2.4B → $3.47B (+$1.07B)

30% more funds holding

Funds holding: 157 → 204 (+47)

1.53% more ownership

Funds ownership: 104.51% → 106.05% (+1.5%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
204
Holders Change
+47
Holders Change %
+29.94%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
59
Increased
78
Reduced
52
Closed
12
Calls
$1.4M
Puts
$601K
Net Calls
+$794K
Net Calls Change
+$505K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$398M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$46.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$41.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$29.2M
5
BlackRock
BlackRock
New York
+$22.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$73.2M
2
APM
Avidity Partners Management
Texas
-$31M
3
SI
Sofinnova Investments
California
-$29.1M
4
BI
BVF Inc
California
-$24.4M
5
PIM
Platinum Investment Management
Australia
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$446M +$398M +9,267,045 +1,043%
BlackRock
2
BlackRock
New York
$262M +$22.7M +528,745 +10%
Federated Hermes
3
Federated Hermes
Pennsylvania
$213M +$41.8M +972,303 +25%
Vanguard Group
4
Vanguard Group
Pennsylvania
$182M +$29.2M +679,985 +20%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$178M +$20.9M +486,222 +14%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$167M +$11M +256,559 +7%
State Street
7
State Street
Massachusetts
$139M +$7.4M +172,055 +6%
DM
8
Deerfield Management
New York
$115M – – –
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$108M -$19.7M -457,987 -16%
BC
10
Boxer Capital
California
$96.7M – – –
Capital Research Global Investors
11
Capital Research Global Investors
California
$86.7M – – –
Holocene Advisors
12
Holocene Advisors
New York
$70.9M -$3.63M -84,487 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$68.7M +$9.22M +214,378 +16%
LGM
14
Logos Global Management
California
$65.8M -$12.9M -300,000 -17%
Citadel Advisors
15
Citadel Advisors
Florida
$62.8M -$9.11M -211,847 -13%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$59.9M +$3.36M +78,039 +6%
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$55.9M +$17.1M +397,099 +45%
BI
18
BVF Inc
California
$51M -$24.4M -566,737 -33%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$47.8M +$46.8M +1,089,400 New
BBA
20
Baker Bros. Advisors
New York
$46.6M – – –
RG
21
Redmile Group
California
$40.5M -$567K -13,185 -1%
APM
22
Avidity Partners Management
Texas
$35.1M -$31M -720,300 -47%
SI
23
Sofinnova Investments
California
$34.3M -$29.1M -677,285 -46%
Morgan Stanley
24
Morgan Stanley
New York
$33.5M -$73.2M -1,702,924 -69%
Fisher Asset Management
25
Fisher Asset Management
Washington
$29.4M +$5.61M +130,579 +24%
1
2 3 4 5

IDYA Hedge Fund Activity: Q1 2024 in Review

204 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q1 2024, worth a combined $3.47B — up 45% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IDYA positions and 12 closed out — a net gain of 47 holders — while 78 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was Morgan Stanley, cutting an estimated $73.2M.

  • 204 institutional investors held IDEAYA Biosciences (IDYA) as of Q1 2024, up from 157 in Q4 2023.
  • Funds reported $3.47B of IDEAYA Biosciences stock for Q1 2024, up 45% quarter-over-quarter.
  • 59 funds opened new IDEAYA Biosciences positions in Q1 2024 and 12 closed out, a net change of +47 holders.
  • The largest IDEAYA Biosciences buyer in Q1 2024 was Fidelity Investments, an estimated $398M added.
  • The largest IDEAYA Biosciences seller in Q1 2024 was Morgan Stanley, an estimated $73.2M sold.

Based on aggregated 13F filings for Q1 2024.