Stoke Therapeutics
STOK
88 hedge funds and large institutions have $1.16B invested in Stoke Therapeutics in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more capital invested
Capital invested by funds: $825M → $1.16B (+$335M)
26% more funds holding
Funds holding: 70 → 88 (+18)
1.8% less ownership
Funds ownership: 105.99% → 104.19% (-1.8%)
43% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.4M |
| 2 |
Aviva
London,
United Kingdom
|
+$1.9M |
| 3 |
RG
Redmile Group
San Francisco,
California
|
+$1.35M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.21M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$26.7M |
| 2 |
Millennium Management
New York
|
-$6.06M |
| 3 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$4.67M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$2.27M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$1.85M |
STOK Hedge Fund Activity: Q3 2020 in Review
88 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stoke Therapeutics (STOK) for Q3 2020, worth a combined $1.16B — up 41% from $825M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new STOK positions and 5 closed out — a net gain of 18 holders — while 16 added to existing stakes and 28 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was RA Capital Management, exiting entirely with an estimated $26.7M sold.
- 88 institutional investors held Stoke Therapeutics (STOK) as of Q3 2020, up from 70 in Q2 2020.
- Funds reported $1.16B of Stoke Therapeutics stock for Q3 2020, up 41% quarter-over-quarter.
- 23 funds opened new Stoke Therapeutics positions in Q3 2020 and 5 closed out, a net change of +18 holders.
- The largest Stoke Therapeutics buyer in Q3 2020 was Fidelity Investments, an estimated $33.4M added.
- The largest Stoke Therapeutics seller in Q3 2020 was RA Capital Management, an estimated $26.7M sold.
Based on aggregated 13F filings for Q3 2020.