Mineralys Therapeutics
MLYS
77 hedge funds and large institutions have $252M invested in Mineralys Therapeutics in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 13 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
13% more funds holding
Funds holding: 68 → 77 (+9)
3.24% more ownership
Funds ownership: 61.64% → 64.89% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
41% less capital invested
Capital invested by funds: $429M → $252M (-$177M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
+$19.2M |
| 2 |
CA
CHI Advisors
New York
|
+$7.41M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.97M |
| 4 |
Millennium Management
New York
|
+$4.75M |
| 5 |
LCM
Laurion Capital Management
New York
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$14.3M |
| 2 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$13.1M |
| 3 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
-$9.31M |
| 4 |
Jennison Associates
New York
|
-$6.06M |
| 5 |
ASP
Adams Street Partners
Chicago,
Illinois
|
-$1.53M |
MLYS Hedge Fund Activity: Q3 2023 in Review
77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q3 2023, worth a combined $252M — down 41% from $429M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MLYS positions and 13 closed out — a net gain of 9 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Braidwell, adding an estimated $19.2M. The largest seller was Deerfield Management, exiting entirely with an estimated $14.3M sold.
- 77 institutional investors held Mineralys Therapeutics (MLYS) as of Q3 2023, up from 68 in Q2 2023.
- Funds reported $252M of Mineralys Therapeutics stock for Q3 2023, down 41% quarter-over-quarter.
- 22 funds opened new Mineralys Therapeutics positions in Q3 2023 and 13 closed out, a net change of +9 holders.
- The largest Mineralys Therapeutics buyer in Q3 2023 was Braidwell, an estimated $19.2M added.
- The largest Mineralys Therapeutics seller in Q3 2023 was Deerfield Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2023.