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Relay Therapeutics
RLAY

115 hedge funds and large institutions have $3.64B invested in Relay Therapeutics in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

22% more funds holding

Funds holding: 94 → 115 (+21)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0% less capital invested

Capital invested by funds: $3.64B → $3.64B (-$155K)

2.91% less ownership

Funds ownership: 100.36% → 97.46% (-2.9%)

Holders
115
Holders Change
+21
Holders Change %
+22.34%
% of All Funds
2.03%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$49.3M
2
State Street
State Street
Massachusetts
+$38.4M
3
Goldman Sachs
Goldman Sachs
New York
+$26.3M
4
UBS AM
UBS AM
Illinois
+$10.4M
5
Norges Bank
Norges Bank
Norway
+$9.45M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$252M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$17.6M
3
BI
BVF Inc
California
-$13.8M
4
EAM
Eventide Asset Management
Massachusetts
-$10.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$9.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$1.16B – – –
TGI
2
TRV GP III
Massachusetts
$439M – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$198M -$2.42M -53,641 -1%
CC
4
Casdin Capital
New York
$158M – – –
EC
5
EcoR1 Capital
California
$133M – – –
BlackRock
6
BlackRock
New York
$131M +$49.3M +1,091,529 +53%
BI
7
BVF Inc
California
$128M -$13.8M -305,233 -9%
TGI
8
TRV GP IV
Massachusetts
$117M – – –
PA
9
Perceptive Advisors
New York
$96.8M – – –
FCMI
10
Foresite Capital Management IV
California
$88.9M – – –
GGHC
11
Gilder Gagnon Howe & Co
New York
$85.9M +$1.87M +41,430 +2%
AI
12
Alphabet Inc
California
$74.9M – – –
Vanguard Group
13
Vanguard Group
Pennsylvania
$71.5M +$4.01M +88,701 +5%
BG
14
Bellevue Group
Switzerland
$58.6M +$4.94M +109,357 +8%
State Street
15
State Street
Massachusetts
$55.1M +$38.4M +848,817 +178%
BC
16
Boxer Capital
California
$53.8M +$1.91M +42,173 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$53.6M +$3.44M +76,091 +6%
DCM
18
Driehaus Capital Management
Illinois
$45.6M +$1.05M +23,271 +2%
RCM
19
RA Capital Management
Massachusetts
$41.6M – – –
AllianceBernstein
20
AllianceBernstein
Tennessee
$34.1M +$5.36M +118,608 +17%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$32.1M -$630K -13,927 -2%
Goldman Sachs
22
Goldman Sachs
New York
$28.6M +$26.3M +582,855 +548%
Federated Hermes
23
Federated Hermes
Pennsylvania
$23.6M +$3.09M +68,309 +14%
HMC
24
Harvard Management Company
Massachusetts
$22.5M – – –
Bessemer Group
25
Bessemer Group
New Jersey
$22.1M – – –
1
2 3 4 5

RLAY Hedge Fund Activity: Q4 2020 in Review

115 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Relay Therapeutics (RLAY) for Q4 2020, worth a combined $3.64B — down 0% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RLAY positions and 11 closed out — a net gain of 21 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $49.3M. The largest seller was Baillie Gifford & Co, cutting an estimated $252M.

  • 115 institutional investors held Relay Therapeutics (RLAY) as of Q4 2020, up from 94 in Q3 2020.
  • Funds reported $3.64B of Relay Therapeutics stock for Q4 2020, down 0% quarter-over-quarter.
  • 32 funds opened new Relay Therapeutics positions in Q4 2020 and 11 closed out, a net change of +21 holders.
  • The largest Relay Therapeutics buyer in Q4 2020 was BlackRock, an estimated $49.3M added.
  • The largest Relay Therapeutics seller in Q4 2020 was Baillie Gifford & Co, an estimated $252M sold.

Based on aggregated 13F filings for Q4 2020.