IDEAYA Biosciences
IDYA
206 hedge funds and large institutions have $2.36B invested in IDEAYA Biosciences in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 35 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 56
42% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $753K
3% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 35
1% less funds holding
Funds holding: 209 → 206 (-3)
2.37% less ownership
Funds ownership: 108.77% → 106.39% (-2.4%)
19% less capital invested
Capital invested by funds: $2.91B → $2.36B (-$548M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.8M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
+$25.5M |
| 3 |
Goldman Sachs
New York
|
+$25.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$22.2M |
| 5 |
BlackRock
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$44.7M |
| 2 |
SCM
Soleus Capital Management
Greenwich,
Connecticut
|
-$33.2M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$20.2M |
| 4 |
SI
Sofinnova Investments
Menlo Park,
California
|
-$19.3M |
| 5 |
Holocene Advisors
New York
|
-$17.8M |
IDYA Hedge Fund Activity: Q4 2024 in Review
206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q4 2024, worth a combined $2.36B — down 19% from $2.91B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IDYA and 34 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 94 added.
The largest buyer was Morgan Stanley, adding an estimated $33.8M. The largest seller was BVF Inc, exiting entirely with an estimated $44.7M sold.
- 206 institutional investors held IDEAYA Biosciences (IDYA) as of Q4 2024, down from 209 in Q3 2024.
- Funds reported $2.36B of IDEAYA Biosciences stock for Q4 2024, down 19% quarter-over-quarter.
- 34 funds opened new IDEAYA Biosciences positions in Q4 2024 and 35 closed out, a net change of -1 holder.
- The largest IDEAYA Biosciences buyer in Q4 2024 was Morgan Stanley, an estimated $33.8M added.
- The largest IDEAYA Biosciences seller in Q4 2024 was BVF Inc, an estimated $44.7M sold.
Based on aggregated 13F filings for Q4 2024.