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Kura Oncology

107 hedge funds and large institutions have $541M invested in Kura Oncology in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more capital invested

Capital invested by funds: $442M → $541M (+$98.8M)

17.9% more ownership

Funds ownership: 70.68%88.57% (+18%)

9% more funds holding

Funds holding: 98107 (+9)

92% less call options, than puts

Call options by funds: $198K | Put options by funds: $2.35M

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
22
Increased
40
Reduced
30
Closed
12
Calls
$198K
Puts
$2.35M
Net Calls
-$2.15M
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EcoR1 Capital
California
$71.1M +$2.33M +137,823 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$61.3M -$18.1M -1,067,096 -24%
GPP
3
Great Point Partners
Connecticut
$47.8M +$4.17M +246,264 +10%
BI
4
BVF Inc
California
$37.4M +$11.9M +703,500 +52%
BlackRock
5
BlackRock
New York
$36.4M +$6.89M +406,963 +26%
Victory Capital Management
6
Victory Capital Management
Texas
$27.1M +$25.2M +1,489,240 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$26M +$3.05M +179,947 +14%
EAM
8
Eagle Asset Management
Florida
$24.9M +$23.2M +1,367,135 New
PHS
9
PFM Health Sciences
California
$19.8M -$4.27M -252,239 -19%
State Street
10
State Street
Massachusetts
$18.8M +$4.34M +256,297 +33%
CTA
11
Carillon Tower Advisers
Florida
$16.9M +$15.7M +925,996 New
BC
12
Boxer Capital
California
$15.4M
SCM
13
Sio Capital Management
New York
$15.2M +$3.05M +180,193 +27%
Millennium Management
14
Millennium Management
New York
$9.55M +$45.1K +2,661 +0.5%
RSCM
15
Rock Springs Capital Management
Maryland
$7.28M +$6.33M +373,500 +1,409%
CS
16
Candriam SCA
Luxembourg
$6.95M -$50.8K -3,000 -0.8%
NC
17
Nexthera Capital
New York
$6.94M +$500K +29,504 +8%
SFM
18
Sphera Funds Management
Israel
$6.41M +$372K +21,953 +7%
Northern Trust
19
Northern Trust
Illinois
$5.81M +$1.08M +63,912 +25%
PM
20
Prosight Management
Texas
$5.24M +$4.88M +287,887 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5M +$706K +41,680 +18%
DCM
22
DAFNA Capital Management
California
$4.36M +$1.91M +112,500 +89%
GTC
23
Ghost Tree Capital
New York
$4.19M +$3.9M +230,000 New
ACM
24
Alethea Capital Management
Washington
$3.92M +$594K +35,067 +19%
MIM
25
Monashee Investment Management
Massachusetts
$3.19M

KURA Hedge Fund Activity: Q2 2018 in Review

107 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Kura Oncology (KURA) for Q2 2018, worth a combined $541M — up 22% from $442M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KURA positions and 12 closed out — a net gain of 10 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $25.2M. The largest seller was Fidelity Investments, cutting an estimated $18.1M.

  • 107 institutional investors held Kura Oncology (KURA) as of Q2 2018, up from 98 in Q1 2018.
  • Funds reported $541M of Kura Oncology stock for Q2 2018, up 22% quarter-over-quarter.
  • 22 funds opened new Kura Oncology positions in Q2 2018 and 12 closed out, a net change of +10 holders.
  • The largest Kura Oncology buyer in Q2 2018 was Victory Capital Management, an estimated $25.2M added.
  • The largest Kura Oncology seller in Q2 2018 was Fidelity Investments, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2018.