Krystal Biotech
KRYS
76 hedge funds and large institutions have $397M invested in Krystal Biotech in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
78% more capital invested
Capital invested by funds: $223M → $397M (+$174M)
33% more funds holding
Funds holding: 57 → 76 (+19)
11.48% more ownership
Funds ownership: 46.53% → 58.01% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
+$24.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$20.4M |
| 3 |
O
OrbiMed
New York
|
+$19.1M |
| 4 |
BlackRock
New York
|
+$17.9M |
| 5 |
BBA
Baker Bros. Advisors
New York
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
-$16.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.85M |
| 3 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$2.09M |
| 4 |
KCM
Knoll Capital Management
Miami,
Florida
|
-$2.06M |
| 5 |
ECM
Endurant Capital Management
San Mateo,
California
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BNP Paribas Financial Markets
Paris,
France
| $2.21K | +$1.8K | +55 | New |
|
|
GPP
77
Great Point Partners
Greenwich,
Connecticut
| – | -$16.2M | -492,100 | Closed |
|
|
ECM
78
Endurant Capital Management
San Mateo,
California
| – | -$2.01M | -61,155 | Closed |
|
|
LCM
79
Laurion Capital Management
New York
| – | -$1.23M | -37,383 | Closed |
|
|
PAWC
80
P.A.W. Capital
Greenwich,
Connecticut
| – | -$1.15M | -35,000 | Closed |
|
81
Renaissance Technologies
New York
| – | -$1.01M | -30,800 | Closed |
|
|
TEE
82
Tibra Equities Europe
London,
United Kingdom
| – | -$641K | -19,472 | Closed |
|
|
ECM
83
ExodusPoint Capital Management
New York
| – | -$581K | -17,648 | Closed |
|
|
BCM
84
BlueCrest Capital Management
St Helier,
Jersey
| – | -$305K | -9,280 | Closed |
|
|
MA
85
MYDA Advisors
Woodmere,
New York
| – | -$296K | -9,000 | Closed |
|
|
CSS
86
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$16K | -500 | Closed |
|
87
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$4K | -124 | Closed |
|
KRYS Hedge Fund Activity: Q2 2019 in Review
76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Krystal Biotech (KRYS) for Q2 2019, worth a combined $397M — up 78% from $223M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new KRYS positions and 11 closed out — a net gain of 19 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Redmile Group, adding an estimated $24.7M. The largest seller was Great Point Partners, exiting entirely with an estimated $16.2M sold.
- 76 institutional investors held Krystal Biotech (KRYS) as of Q2 2019, up from 57 in Q1 2019.
- Funds reported $397M of Krystal Biotech stock for Q2 2019, up 78% quarter-over-quarter.
- 30 funds opened new Krystal Biotech positions in Q2 2019 and 11 closed out, a net change of +19 holders.
- The largest Krystal Biotech buyer in Q2 2019 was Redmile Group, an estimated $24.7M added.
- The largest Krystal Biotech seller in Q2 2019 was Great Point Partners, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2019.