Relay Therapeutics
RLAY
258 hedge funds and large institutions have $4.58B invested in Relay Therapeutics in 2026 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 115 increasing their positions, 64 reducing their positions, and 31 closing their positions.
150% more capital invested
Capital invested by funds: $1.83B → $4.58B (+$2.75B)
80% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 64
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
25.75% more ownership
Funds ownership: 103.05% → 128.8% (+26%)
6% more funds holding
Funds holding: 244 → 258 (+14)
70% less call options, than puts
Call options by funds: $13.5M | Put options by funds: $44.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$238M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$84M |
| 3 |
PA
Perceptive Advisors
New York
|
+$63.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$57.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Commodore Capital
New York
|
-$72.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$42.5M |
| 3 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$23.4M |
| 4 |
EC
EcoR1 Capital
San Francisco,
California
|
-$17.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$13.4M |
RLAY Hedge Fund Activity: Q2 2026 in Review
258 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Relay Therapeutics (RLAY) for Q2 2026, worth a combined $4.58B — up 150% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new RLAY positions and 31 closed out — a net gain of 20 holders — while 115 added to existing stakes and 64 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was Commodore Capital, cutting an estimated $72.6M.
- 258 institutional investors held Relay Therapeutics (RLAY) as of Q2 2026, up from 244 in Q1 2026.
- Funds reported $4.58B of Relay Therapeutics stock for Q2 2026, up 150% quarter-over-quarter.
- 51 funds opened new Relay Therapeutics positions in Q2 2026 and 31 closed out, a net change of +20 holders.
- The largest Relay Therapeutics buyer in Q2 2026 was Fidelity Investments, an estimated $238M added.
- The largest Relay Therapeutics seller in Q2 2026 was Commodore Capital, an estimated $72.6M sold.
Based on aggregated 13F filings for Q2 2026.