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NCNA

NuCana

16 hedge funds and large institutions have $78.4M invested in NuCana in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.01%0.01% (-0%)

4% less capital invested

Capital invested by funds: $81.6M → $78.4M (-$3.2M)

20% less funds holding

Funds holding: 2016 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$19.7M +$4.07M +148 +28%
Capital Research Global Investors
2
Capital Research Global Investors
California
$18.8M
HMC
3
Harvard Management Company
Massachusetts
$17M
SI
4
Sofinnova Investments
California
$13.2M
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$4.82M
ACM
6
Asymmetry Capital Management
California
$1.08M +$138K +5 +16%
WCM
7
Wildcat Capital Management
New York
$947K -$2.01M -73 -70%
Renaissance Technologies
8
Renaissance Technologies
New York
$834K +$330K +12 +71%
TCM
9
Tang Capital Management
California
$583K -$825K -30 -60%
JP Morgan Chase
10
JP Morgan Chase
New York
$453K +$413K +15 +1,500%
Truist Financial
11
Truist Financial
North Carolina
$409K
BBVA
12
Banco Bilbao Vizcaya Argentaria
Spain
$280K +$275K +10 New
William Blair & Company
13
William Blair & Company
Illinois
$114K +$27.5K +1 +33%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$89K +$27.5K +1 +50%
AI
15
Atom Investors
Texas
$77K -$55K -2 -40%
SPC
16
Sigma Planning Corp
Michigan
$65K +$55K +2 New
IA
17
IFP Advisors
Florida
$6K
Wells Fargo
18
Wells Fargo
California
$6K
Osaic Holdings
19
Osaic Holdings
Arizona
$1K
FP
20
Financial Perspectives
Minnesota
$321
UBS AM
21
UBS AM
Illinois
-$1.11M -36 Closed
ECM
22
Endurant Capital Management
California
-$666K -22 Closed
Millennium Management
23
Millennium Management
New York
-$453K -15 Closed
Marshall Wace
24
Marshall Wace
United Kingdom
-$401K -13 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$97K -3 Closed

NCNA Hedge Fund Activity: Q1 2020 in Review

16 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NuCana (NCNA) for Q1 2020, worth a combined $78.4M — down 3.9% from $81.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NCNA and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Capital International Investors, adding an estimated $4.07M. The largest seller was Wildcat Capital Management, cutting an estimated $2.01M.

  • 16 institutional investors held NuCana (NCNA) as of Q1 2020, down from 20 in Q4 2019.
  • Funds reported $78.4M of NuCana stock for Q1 2020, down 3.9% quarter-over-quarter.
  • 2 funds opened new NuCana positions in Q1 2020 and 6 closed out, a net change of -4 holders.
  • The largest NuCana buyer in Q1 2020 was Capital International Investors, an estimated $4.07M added.
  • The largest NuCana seller in Q1 2020 was Wildcat Capital Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2020.