Mineralys Therapeutics
MLYS
87 hedge funds and large institutions have $303M invested in Mineralys Therapeutics in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 12 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 14
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20.86% more ownership
Funds ownership: 64.89% → 85.74% (+21%)
20% more capital invested
Capital invested by funds: $252M → $303M (+$51M)
13% more funds holding
Funds holding: 77 → 87 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.35M |
| 2 |
BOCH
Blue Owl Capital Holdings
New York
|
+$4.46M |
| 3 |
BlackRock
New York
|
+$3.92M |
| 4 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
+$2.26M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.09M |
| 2 |
RI
RTW Investments
New York
|
-$8.77M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$6.34M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$2.32M |
| 5 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$1.85M |
MLYS Hedge Fund Activity: Q4 2023 in Review
87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q4 2023, worth a combined $303M — up 20% from $252M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MLYS positions and 12 closed out — a net gain of 11 holders — while 36 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.35M. The largest seller was Fidelity Investments, cutting an estimated $9.09M.
- 87 institutional investors held Mineralys Therapeutics (MLYS) as of Q4 2023, up from 77 in Q3 2023.
- Funds reported $303M of Mineralys Therapeutics stock for Q4 2023, up 20% quarter-over-quarter.
- 23 funds opened new Mineralys Therapeutics positions in Q4 2023 and 12 closed out, a net change of +11 holders.
- The largest Mineralys Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $7.35M added.
- The largest Mineralys Therapeutics seller in Q4 2023 was Fidelity Investments, an estimated $9.09M sold.
Based on aggregated 13F filings for Q4 2023.