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NextCure

78 hedge funds and large institutions have $122M invested in NextCure in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.08M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 5.42%4.67% (-0.76%)

15% less funds holding

Funds holding: 9278 (-14)

32% less capital invested

Capital invested by funds: $180M → $122M (-$57.8M)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

50% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 28

Holders
78
Holders Change
-14
Holders Change %
-15.22%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
20
Reduced
33
Closed
28
Calls
$1.71M
Puts
$1.08M
Net Calls
+$628K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OrbiMed
New York
$21.8M
SI
2
Sofinnova Investments
California
$21.5M
BlackRock
3
BlackRock
New York
$9.68M -$8.13M -79,456 -44%
CPX
4
Canaan Partners X
California
$6.73M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.47M -$333K -3,255 -5%
Citadel Advisors
6
Citadel Advisors
Florida
$5.71M -$2.97M -29,066 -33%
Morgan Stanley
7
Morgan Stanley
New York
$4.63M -$3.43M -33,483 -41%
IC
8
Ikarian Capital
Texas
$4.15M +$537K +5,244 +14%
Federated Hermes
9
Federated Hermes
Pennsylvania
$4.1M +$4.35M +42,524 New
Millennium Management
10
Millennium Management
New York
$3.24M +$2.67M +26,102 +348%
LOAMS
11
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.71M +$507K +4,956 +21%
LPC
12
Lion Point Capital
New York
$2.41M
TCM
13
Tang Capital Management
California
$2.41M +$2.56M +25,000 New
NAM
14
Nexpoint Asset Management
Texas
$1.89M +$2M +19,559 New
ACH
15
ArrowMark Colorado Holdings
Colorado
$1.84M
Renaissance Technologies
16
Renaissance Technologies
New York
$1.61M +$1.71M +16,692 New
DCM
17
DAFNA Capital Management
California
$1.47M +$1.01M +9,874 +182%
SG Americas Securities
18
SG Americas Securities
New York
$1.22M -$1.43M -13,990 -52%
Macquarie Group
19
Macquarie Group
Australia
$1.21M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.09M -$981K -9,584 -46%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$946K +$48.4K +473 +5%
Goldman Sachs
22
Goldman Sachs
New York
$944K -$831K -8,121 -45%
Marshall Wace
23
Marshall Wace
United Kingdom
$900K +$534K +5,215 +126%
BCM
24
Bridgeway Capital Management
Texas
$883K +$938K +9,167 New
Nomura Holdings
25
Nomura Holdings
Japan
$833K +$215K +2,100 +32%

NXTC Hedge Fund Activity: Q2 2021 in Review

78 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NextCure (NXTC) for Q2 2021, worth a combined $122M — down 32% from $180M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NXTC and 14 opened new positions — a net loss of 14 holders — while 33 trimmed existing stakes and 20 added.

The largest buyer was Federated Hermes, opening a new position worth an estimated $4.35M. The largest seller was BlackRock, cutting an estimated $8.13M.

  • 78 institutional investors held NextCure (NXTC) as of Q2 2021, down from 92 in Q1 2021.
  • Funds reported $122M of NextCure stock for Q2 2021, down 32% quarter-over-quarter.
  • 14 funds opened new NextCure positions in Q2 2021 and 28 closed out, a net change of -14 holders.
  • The largest NextCure buyer in Q2 2021 was Federated Hermes, an estimated $4.35M added.
  • The largest NextCure seller in Q2 2021 was BlackRock, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2021.