Relay Therapeutics
RLAY
242 hedge funds and large institutions have $1.83B invested in Relay Therapeutics in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 29 closing their positions.
1,389% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $842K
77% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 53
76% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 29
24% more capital invested
Capital invested by funds: $1.47B → $1.83B (+$359M)
7% more funds holding
Funds holding: 226 → 242 (+16)
2.62% more ownership
Funds ownership: 100.13% → 102.76% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Perceptive Advisors
New York
|
+$70.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.6M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$18.7M |
| 4 |
EC
EcoR1 Capital
San Francisco,
California
|
+$17M |
| 5 |
CC
Casdin Capital
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$117M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$9.66M |
| 3 |
Morgan Stanley
New York
|
-$5.25M |
| 4 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$4.92M |
| 5 |
Millennium Management
New York
|
-$4.91M |
RLAY Hedge Fund Activity: Q1 2026 in Review
242 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Relay Therapeutics (RLAY) for Q1 2026, worth a combined $1.83B — up 24% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new RLAY positions and 29 closed out — a net gain of 22 holders — while 94 added to existing stakes and 53 trimmed.
The largest buyer was Perceptive Advisors, adding an estimated $70.2M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $117M sold.
- 242 institutional investors held Relay Therapeutics (RLAY) as of Q1 2026, up from 226 in Q4 2025.
- Funds reported $1.83B of Relay Therapeutics stock for Q1 2026, up 24% quarter-over-quarter.
- 51 funds opened new Relay Therapeutics positions in Q1 2026 and 29 closed out, a net change of +22 holders.
- The largest Relay Therapeutics buyer in Q1 2026 was Perceptive Advisors, an estimated $70.2M added.
- The largest Relay Therapeutics seller in Q1 2026 was Point72 Asset Management, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2026.