Rallybio
RLYB
38 hedge funds and large institutions have $41.9M invested in Rallybio in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 20 closing their positions.
102% more capital invested
Capital invested by funds: $20.7M → $41.9M (+$21.1M)
3.67% more ownership
Funds ownership: 7.38% → 11.05% (+3.7%)
17% less funds holding
Funds holding: 46 → 38 (-8)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.98M |
| 2 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
+$2.73M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.57M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$2.07M |
| 5 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JJ
Johnson & Johnson
New Brunswick,
New Jersey
|
-$2.06M |
| 2 |
5VM
5AM Venture Management
San Francisco,
California
|
-$1.11M |
| 3 |
CPX
Canaan Partners XI
Menlo Park,
California
|
-$309K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$81K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$69.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GVAG
51
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$10.3K | -1,875 | Closed |
|
|
URS
52
Utah Retirement Systems
Salt Lake City,
Utah
| – | -$9.08K | -1,655 | Closed |
|
|
AA
53
ACT Advisors
Asheville,
North Carolina
| – | -$9.02K | -1,644 | Closed |
|
54
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$6.86K | -1,250 | Closed |
|
55
Mercer Global Advisors
Denver,
Colorado
| – | -$6.86K | -1,250 | Closed |
|
56
Barclays
London,
United Kingdom
| – | -$3.92K | -715 | Closed |
|
57
Citigroup
New York
| – | -$2.7K | -492 | Closed |
|
58
Bank of America
Charlotte,
North Carolina
| – | -$172 | -31 | Closed |
|
RLYB Hedge Fund Activity: Q1 2026 in Review
38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Rallybio (RLYB) for Q1 2026, worth a combined $41.9M — up 102% from $20.7M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of RLYB and 13 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 7 added.
The largest buyer was Fidelity Investments, adding an estimated $3.98M. The largest seller was Johnson & Johnson, cutting an estimated $2.06M.
- 38 institutional investors held Rallybio (RLYB) as of Q1 2026, down from 46 in Q4 2025.
- Funds reported $41.9M of Rallybio stock for Q1 2026, up 102% quarter-over-quarter.
- 13 funds opened new Rallybio positions in Q1 2026 and 20 closed out, a net change of -7 holders.
- The largest Rallybio buyer in Q1 2026 was Fidelity Investments, an estimated $3.98M added.
- The largest Rallybio seller in Q1 2026 was Johnson & Johnson, an estimated $2.06M sold.
Based on aggregated 13F filings for Q1 2026.