Nektar Therapeutics
NKTR
216 hedge funds and large institutions have $1.94B invested in Nektar Therapeutics in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 32 closing their positions.
385% more capital inflows, than outflows
Capital inflows: $789M | Capital outflows: $163M
180% more funds holding in top 10
Funds holding in top 10: 5 → 14 (+9)
125% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 32
109% more call options, than puts
Call options by funds: $76M | Put options by funds: $36.5M
54% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 48
20% more funds holding
Funds holding: 180 → 216 (+36)
8.77% more ownership
Funds ownership: 85.14% → 93.9% (+8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$239M |
| 2 |
TSC
Two Seas Capital
Rye,
New York
|
+$69.1M |
| 3 |
BI
BVF Inc
San Francisco,
California
|
+$56.9M |
| 4 |
Two Sigma Investments
New York
|
+$26.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$23.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$12.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.64M |
| 5 |
SC
Stempoint Capital
New York
|
-$7.54M |
NKTR Hedge Fund Activity: Q1 2026 in Review
216 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in Nektar Therapeutics (NKTR) for Q1 2026, worth a combined $1.94B — up 164% from $732M a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new NKTR positions and 32 closed out — a net gain of 40 holders — while 74 added to existing stakes and 48 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $239M. The largest seller was Point72 Asset Management, cutting an estimated $23.9M.
- 216 institutional investors held Nektar Therapeutics (NKTR) as of Q1 2026, up from 180 in Q4 2025.
- Funds reported $1.94B of Nektar Therapeutics stock for Q1 2026, up 164% quarter-over-quarter.
- 72 funds opened new Nektar Therapeutics positions in Q1 2026 and 32 closed out, a net change of +40 holders.
- The largest Nektar Therapeutics buyer in Q1 2026 was Fidelity Investments, an estimated $239M added.
- The largest Nektar Therapeutics seller in Q1 2026 was Point72 Asset Management, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2026.