Stoke Therapeutics
STOK
81 hedge funds and large institutions have $255M invested in Stoke Therapeutics in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 21 closing their positions.
47% more capital invested
Capital invested by funds: $173M → $255M (+$81.5M)
25% more call options, than puts
Call options by funds: $5K | Put options by funds: $4K
9.44% more ownership
Funds ownership: 98.96% → 108.41% (+9.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
16% less funds holding
Funds holding: 96 → 81 (-15)
67% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.4M |
| 2 |
Goldman Sachs
New York
|
+$5.39M |
| 3 |
LCM
Lynx1 Capital Management
San Juan,
Puerto Rico
|
+$5.33M |
| 4 |
BBA
Baker Bros. Advisors
New York
|
+$2.33M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
-$5.33M |
| 2 |
RI
RTW Investments
New York
|
-$1.11M |
| 3 |
Millennium Management
New York
|
-$1.07M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.05M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$687K |
STOK Hedge Fund Activity: Q4 2023 in Review
81 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stoke Therapeutics (STOK) for Q4 2023, worth a combined $255M — up 47% from $173M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of STOK and 7 opened new positions — a net loss of 14 holders — while 31 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Redmile Group, cutting an estimated $5.33M.
- 81 institutional investors held Stoke Therapeutics (STOK) as of Q4 2023, down from 96 in Q3 2023.
- Funds reported $255M of Stoke Therapeutics stock for Q4 2023, up 47% quarter-over-quarter.
- 7 funds opened new Stoke Therapeutics positions in Q4 2023 and 21 closed out, a net change of -14 holders.
- The largest Stoke Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $16.4M added.
- The largest Stoke Therapeutics seller in Q4 2023 was Redmile Group, an estimated $5.33M sold.
Based on aggregated 13F filings for Q4 2023.