Krystal Biotech
KRYS
194 hedge funds and large institutions have $3.07B invested in Krystal Biotech in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 20 closing their positions.
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
11% more capital invested
Capital invested by funds: $2.76B → $3.07B (+$308M)
3% more funds holding
Funds holding: 188 → 194 (+6)
2.67% more ownership
Funds ownership: 85.02% → 87.69% (+2.7%)
9% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 66
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
41% less call options, than puts
Call options by funds: $57.9M | Put options by funds: $97.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$42.5M |
| 2 |
Morgan Stanley
New York
|
+$38.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$26.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$75.7M |
| 2 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$34M |
| 3 |
RG
Redmile Group
San Francisco,
California
|
-$30M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$27M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$20.1M |
KRYS Hedge Fund Activity: Q4 2023 in Review
194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Krystal Biotech (KRYS) for Q4 2023, worth a combined $3.07B — up 11% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new KRYS positions and 20 closed out — a net gain of 9 holders — while 72 added to existing stakes and 66 trimmed.
The largest buyer was Jennison Associates, adding an estimated $42.5M. The largest seller was Point72 Asset Management, cutting an estimated $75.7M.
- 194 institutional investors held Krystal Biotech (KRYS) as of Q4 2023, up from 188 in Q3 2023.
- Funds reported $3.07B of Krystal Biotech stock for Q4 2023, up 11% quarter-over-quarter.
- 29 funds opened new Krystal Biotech positions in Q4 2023 and 20 closed out, a net change of +9 holders.
- The largest Krystal Biotech buyer in Q4 2023 was Jennison Associates, an estimated $42.5M added.
- The largest Krystal Biotech seller in Q4 2023 was Point72 Asset Management, an estimated $75.7M sold.
Based on aggregated 13F filings for Q4 2023.