Mineralys Therapeutics
MLYS
94 hedge funds and large institutions have $517M invested in Mineralys Therapeutics in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 12 closing their positions.
1,042% more call options, than puts
Call options by funds: $217K | Put options by funds: $19K
269% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 13
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
4.56% more ownership
Funds ownership: 84.37% → 88.92% (+4.6%)
2% more funds holding
Funds holding: 92 → 94 (+2)
4% less capital invested
Capital invested by funds: $541M → $517M (-$24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Caligan Partners
New York
|
+$9.39M |
| 2 |
BlackRock
New York
|
+$8.84M |
| 3 |
Jennison Associates
New York
|
+$8.61M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$7.24M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
-$14.8M |
| 2 |
VA
VR Adviser
New York
|
-$7.17M |
| 3 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$5.21M |
| 4 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$2.72M |
| 5 |
ASP
Adams Street Partners
Chicago,
Illinois
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$16K | -1,238 | Closed |
|
102
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$13.2K | -1,025 | Closed |
|
103
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$465 | -36 | Closed |
|
104
Russell Investments Group
London,
United Kingdom
| – | -$219 | -17 | Closed |
|
|
AWM
105
Avior Wealth Management
Omaha,
Nebraska
| – | -$38 | -3 | Closed |
|
MLYS Hedge Fund Activity: Q2 2024 in Review
94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q2 2024, worth a combined $517M — down 4.4% from $541M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MLYS positions and 12 closed out — a net gain of 2 holders — while 48 added to existing stakes and 13 trimmed.
The largest buyer was Caligan Partners, opening a new position worth an estimated $9.39M. The largest seller was Braidwell, exiting entirely with an estimated $14.8M sold.
- 94 institutional investors held Mineralys Therapeutics (MLYS) as of Q2 2024, up from 92 in Q1 2024.
- Funds reported $517M of Mineralys Therapeutics stock for Q2 2024, down 4.4% quarter-over-quarter.
- 14 funds opened new Mineralys Therapeutics positions in Q2 2024 and 12 closed out, a net change of +2 holders.
- The largest Mineralys Therapeutics buyer in Q2 2024 was Caligan Partners, an estimated $9.39M added.
- The largest Mineralys Therapeutics seller in Q2 2024 was Braidwell, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2024.