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NextCure

75 hedge funds and large institutions have $156M invested in NextCure in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $633K

0.61% less ownership

Funds ownership: 6.13%5.52% (-0.61%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

15% less funds holding

Funds holding: 8875 (-13)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less capital invested

Capital invested by funds: $434M → $156M (-$278M)

Holders
75
Holders Change
-13
Holders Change %
-14.77%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
23
Reduced
24
Closed
27
Calls
$1.26M
Puts
$633K
Net Calls
+$629K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OrbiMed
New York
$23.9M
SI
2
Sofinnova Investments
California
$23.5M
CPX
3
Canaan Partners X
California
$15.1M -$3.25M -26,411 -16%
BlackRock
4
BlackRock
New York
$10.8M +$1.46M +11,912 +13%
Citadel Advisors
5
Citadel Advisors
Florida
$9.48M +$10.5M +85,192 +1,867%
Morgan Stanley
6
Morgan Stanley
New York
$9.4M +$7.55M +61,403 +222%
ACH
7
ArrowMark Colorado Holdings
Colorado
$6.36M -$80.2K -652 -1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$6.05M +$78.3K +637 +1%
HA
9
HHLR Advisors
Cayman Islands
$5.62M
VOYA Investment Management
10
VOYA Investment Management
Georgia
$5.04M +$2.59M +21,078 +79%
Deutsche Bank
11
Deutsche Bank
Germany
$4.85M +$5.56M +45,228 +6,641%
GTC
12
Ghost Tree Capital
New York
$3.52M +$4.1M +33,333 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$3.36M -$983K -7,995 -20%
State Street
14
State Street
Massachusetts
$2.49M -$8.48K -69 -0.3%
PP
15
PDT Partners
New York
$2M +$2.21M +17,937 +1,740%
Northern Trust
16
Northern Trust
Illinois
$1.85M -$180K -1,462 -8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.77M -$33.8K -275 -2%
IC
18
Ikarian Capital
Texas
$1.76M +$2.05M +16,667 New
Two Sigma Investments
19
Two Sigma Investments
New York
$1.58M +$597K +4,854 +48%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.52M +$1.46M +11,884 +465%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.31M
Goldman Sachs
22
Goldman Sachs
New York
$1.21M +$790K +6,423 +129%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.09M +$947K +7,703 +263%
Man Group
24
Man Group
United Kingdom
$1.07M +$1.25M +10,148 New
Marshall Wace
25
Marshall Wace
United Kingdom
$918K +$762K +6,200 +249%

NXTC Hedge Fund Activity: Q3 2020 in Review

75 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NextCure (NXTC) for Q3 2020, worth a combined $156M — down 64% from $434M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NXTC and 14 opened new positions — a net loss of 13 holders — while 24 trimmed existing stakes and 23 added.

The largest buyer was Citadel Advisors, adding an estimated $10.5M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $37.8M sold.

  • 75 institutional investors held NextCure (NXTC) as of Q3 2020, down from 88 in Q2 2020.
  • Funds reported $156M of NextCure stock for Q3 2020, down 64% quarter-over-quarter.
  • 14 funds opened new NextCure positions in Q3 2020 and 27 closed out, a net change of -13 holders.
  • The largest NextCure buyer in Q3 2020 was Citadel Advisors, an estimated $10.5M added.
  • The largest NextCure seller in Q3 2020 was Lord, Abbett & Co, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2020.