We are live on ! Find out more
MLYS icon

Mineralys Therapeutics
MLYS

92 hedge funds and large institutions have $541M invested in Mineralys Therapeutics in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $303M → $541M (+$237M)

59% more call options, than puts

Call options by funds: $129K | Put options by funds: $81K

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

6% more funds holding

Funds holding: 87 → 92 (+5)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.38% less ownership

Funds ownership: 85.74% → 84.37% (-1.4%)

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
24
Reduced
34
Closed
12
Calls
$129K
Puts
$81K
Net Calls
+$48K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
TCM
TCG Crossover Management
California
+$39.3M
2
O
OrbiMed
New York
+$25M
3
RCM
RA Capital Management
Massachusetts
+$20.7M
4
SB
Samsara BioCapital
California
+$6.86M
5
VA
VR Adviser
New York
+$6.86M

Top Sellers

Rank Fund Capital Flow
1
B
Braidwell
Connecticut
-$10.8M
2
Morgan Stanley
Morgan Stanley
New York
-$6.78M
3
ASP
Adams Street Partners
Illinois
-$5.26M
4
RSCM
Rock Springs Capital Management
Maryland
-$4.63M
5
Millennium Management
Millennium Management
New York
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.89M -$45.2K -3,659 -2%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$1.61M – – –
ECM
28
ExodusPoint Capital Management
New York
$1.58M +$596K +48,266 +65%
Charles Schwab
29
Charles Schwab
California
$1.56M -$123 -10 -0%
DCM
30
DAFNA Capital Management
California
$1.16M +$924K +74,800 +492%
Bank of America
31
Bank of America
North Carolina
$1.06M +$416K +33,703 +69%
NIM
32
NEOS Investment Management
Connecticut
$913K +$578K +46,767 +195%
LPC
33
Lion Point Capital
New York
$775K +$741K +60,000 New
UOC
34
UBS O'Connor
Illinois
$755K -$1.58M -127,694 -69%
SCM
35
Silverarc Capital Management
Massachusetts
$735K +$703K +56,944 New
Goldman Sachs
36
Goldman Sachs
New York
$636K +$45.8K +3,706 +8%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$634K +$27.1K +2,196 +5%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$617K -$1.01M -82,100 -63%
Millennium Management
39
Millennium Management
New York
$482K -$4.24M -343,419 -90%
N
40
Nuveen
North Carolina
$450K – – –
Renaissance Technologies
41
Renaissance Technologies
New York
$409K +$76.6K +6,200 +24%
AA
42
ALPS Advisors
Colorado
$374K +$28.6K +2,314 +9%
PFCS
43
Pale Fire Capital SE
Czech Republic
$373K -$72K -5,828 -17%
ACM
44
ADAR1 Capital Management
Texas
$310K +$296K +24,000 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$291K +$25.8K +2,091 +10%
UBS Group
46
UBS Group
Switzerland
$255K -$23.2K -1,881 -9%
JP Morgan Chase
47
JP Morgan Chase
New York
$242K -$59.6K -4,825 -20%
AllianceBernstein
48
AllianceBernstein
Tennessee
$205K – – –
Two Sigma Investments
49
Two Sigma Investments
New York
$202K -$606K -49,099 -76%
XT
50
XTX Topco
Cayman Islands
$194K +$185K +14,992 New
1
2
3 4 5

MLYS Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q1 2024, worth a combined $541M — up 78% from $303M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MLYS positions and 12 closed out — a net gain of 5 holders — while 24 added to existing stakes and 34 trimmed.

The largest buyer was TCG Crossover Management, opening a new position worth an estimated $39.3M. The largest seller was Braidwell, cutting an estimated $10.8M.

  • 92 institutional investors held Mineralys Therapeutics (MLYS) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $541M of Mineralys Therapeutics stock for Q1 2024, up 78% quarter-over-quarter.
  • 17 funds opened new Mineralys Therapeutics positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest Mineralys Therapeutics buyer in Q1 2024 was TCG Crossover Management, an estimated $39.3M added.
  • The largest Mineralys Therapeutics seller in Q1 2024 was Braidwell, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2024.