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Mineralys Therapeutics

106 hedge funds and large institutions have $540M invested in Mineralys Therapeutics in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

65% more call options, than puts

Call options by funds: $109K | Put options by funds: $66K

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more funds holding

Funds holding: 94106 (+12)

5% more capital invested

Capital invested by funds: $517M → $540M (+$23.5M)

0.32% more ownership

Funds ownership: 88.92%89.25% (+0.32%)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
18
Increased
38
Reduced
22
Closed
6
Calls
$109K
Puts
$66K
Net Calls
+$43K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1
Catalys Pacific
Japan
$105M -$6.66M -550,000 -6%
SB
2
Samsara BioCapital
California
$61.5M
RCM
3
RA Capital Management
Massachusetts
$58.7M
TCM
4
TCG Crossover Management
California
$29.9M -$8.65M -714,920 -22%
BlackRock
5
BlackRock
New York
$26M +$1.19M +98,466 +5%
SOCM
6
SR One Capital Management
Pennsylvania
$24.4M
O
7
OrbiMed
New York
$24.3M -$224K -18,485 -0.9%
Franklin Resources
8
Franklin Resources
California
$23.7M +$3.18M +262,922 +18%
ASP
9
Adams Street Partners
Illinois
$18.6M -$1.89M -156,058 -9%
LCM
10
Laurion Capital Management
New York
$17.1M -$538K -44,415 -3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$16.5M +$1.75M +144,169 +12%
CP
12
Caligan Partners
New York
$11.9M +$2.85M +235,397 +32%
American Century Companies
13
American Century Companies
Missouri
$11.3M +$2.28M +188,510 +25%
ACM
14
ADAR1 Capital Management
Texas
$8.83M +$8.52M +704,035 +2,776%
Jennison Associates
15
Jennison Associates
New York
$8.43M +$158K +13,023 +2%
NCM
16
Nantahala Capital Management
Connecticut
$7.66M +$1.21M +100,000 +19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.52M +$466K +38,527 +7%
BFM
18
Boothbay Fund Management
New York
$7.34M +$2.2M +181,773 +43%
OCA
19
Octagon Capital Advisors
New York
$7.27M
Morgan Stanley
20
Morgan Stanley
New York
$6.25M +$536K +44,289 +9%
State Street
21
State Street
Massachusetts
$5.86M +$225K +18,627 +4%
IHAM
22
Integral Health Asset Management
New York
$4.31M +$4.31M +356,000 New
AAA
23
Affinity Asset Advisors
New York
$4.24M +$267K +22,041 +7%
SAM
24
Sectoral Asset Management
Quebec, Canada
$3.99M -$1.32M -109,235 -25%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.68M +$395K +32,663 +12%

MLYS Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q3 2024, worth a combined $540M — up 4.5% from $517M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MLYS positions and 6 closed out — a net gain of 12 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was ADAR1 Capital Management, adding an estimated $8.52M. The largest seller was TCG Crossover Management, cutting an estimated $8.65M.

  • 106 institutional investors held Mineralys Therapeutics (MLYS) as of Q3 2024, up from 94 in Q2 2024.
  • Funds reported $540M of Mineralys Therapeutics stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 18 funds opened new Mineralys Therapeutics positions in Q3 2024 and 6 closed out, a net change of +12 holders.
  • The largest Mineralys Therapeutics buyer in Q3 2024 was ADAR1 Capital Management, an estimated $8.52M added.
  • The largest Mineralys Therapeutics seller in Q3 2024 was TCG Crossover Management, an estimated $8.65M sold.

Based on aggregated 13F filings for Q3 2024.