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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TCG Crossover Management
Palo Alto,
California
|
+$39.3M |
| 2 |
O
OrbiMed
New York
|
+$25M |
| 3 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$20.7M |
| 4 |
SB
Samsara BioCapital
Palo Alto,
California
|
+$6.86M |
| 5 |
VA
VR Adviser
New York
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
-$10.8M |
| 2 |
Morgan Stanley
New York
|
-$6.78M |
| 3 |
ASP
Adams Street Partners
Chicago,
Illinois
|
-$5.26M |
| 4 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$4.63M |
| 5 |
Millennium Management
New York
|
-$4.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SG Americas Securities
New York
| – | -$87K | -10,093 | Closed |
|
|
GWS
102
Glassman Wealth Services
Vienna,
Virginia
| – | -$3.2K | -372 | Closed |
|
|
PMEF
103
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$1.16K | -135 | Closed |
|
104
Osaic Holdings
Scottsdale,
Arizona
| – | -$662 | -77 | Closed |
|
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.