Relay Therapeutics
RLAY
195 hedge funds and large institutions have $1.16B invested in Relay Therapeutics in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 28 closing their positions.
121% more call options, than puts
Call options by funds: $758K | Put options by funds: $343K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
57% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 46
40% more capital invested
Capital invested by funds: $827M → $1.16B (+$330M)
10% more funds holding
Funds holding: 178 → 195 (+17)
5.09% more ownership
Funds ownership: 95.5% → 100.59% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tang Capital Management
San Diego,
California
|
+$26.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.6M |
| 3 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$20M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$19.4M |
| 5 |
EC
EcoR1 Capital
San Francisco,
California
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$8.48M |
| 2 |
IHAM
Integral Health Asset Management
New York
|
-$4.89M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.02M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.17M |
| 5 |
PM
Prosight Management
Dallas,
Texas
|
-$2.51M |
RLAY Hedge Fund Activity: Q3 2024 in Review
195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Relay Therapeutics (RLAY) for Q3 2024, worth a combined $1.16B — up 40% from $827M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new RLAY positions and 28 closed out — a net gain of 18 holders — while 72 added to existing stakes and 46 trimmed.
The largest buyer was Tang Capital Management, opening a new position worth an estimated $26.7M. The largest seller was Logos Global Management, exiting entirely with an estimated $8.48M sold.
- 195 institutional investors held Relay Therapeutics (RLAY) as of Q3 2024, up from 178 in Q2 2024.
- Funds reported $1.16B of Relay Therapeutics stock for Q3 2024, up 40% quarter-over-quarter.
- 46 funds opened new Relay Therapeutics positions in Q3 2024 and 28 closed out, a net change of +18 holders.
- The largest Relay Therapeutics buyer in Q3 2024 was Tang Capital Management, an estimated $26.7M added.
- The largest Relay Therapeutics seller in Q3 2024 was Logos Global Management, an estimated $8.48M sold.
Based on aggregated 13F filings for Q3 2024.