Stoke Therapeutics
STOK
103 hedge funds and large institutions have $732M invested in Stoke Therapeutics in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.
256% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 9
187% more capital invested
Capital invested by funds: $255M → $732M (+$477M)
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
27% more funds holding
Funds holding: 81 → 103 (+22)
8.74% more ownership
Funds ownership: 108.41% → 117.15% (+8.7%)
16% less call options, than puts
Call options by funds: $1.9M | Put options by funds: $2.27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
+$14.8M |
| 2 |
BlackRock
New York
|
+$10.9M |
| 3 |
BBA
Baker Bros. Advisors
New York
|
+$8.11M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$6.41M |
| 5 |
LCM
Lynx1 Capital Management
San Juan,
Puerto Rico
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.5M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$4.01M |
| 3 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$4M |
| 4 |
CAC
Cowen and Company
New York
|
-$2.16M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$728K |
STOK Hedge Fund Activity: Q1 2024 in Review
103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stoke Therapeutics (STOK) for Q1 2024, worth a combined $732M — up 187% from $255M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new STOK positions and 9 closed out — a net gain of 23 holders — while 35 added to existing stakes and 27 trimmed.
The largest buyer was Redmile Group, adding an estimated $14.8M. The largest seller was Morgan Stanley, cutting an estimated $16.5M.
- 103 institutional investors held Stoke Therapeutics (STOK) as of Q1 2024, up from 81 in Q4 2023.
- Funds reported $732M of Stoke Therapeutics stock for Q1 2024, up 187% quarter-over-quarter.
- 32 funds opened new Stoke Therapeutics positions in Q1 2024 and 9 closed out, a net change of +23 holders.
- The largest Stoke Therapeutics buyer in Q1 2024 was Redmile Group, an estimated $14.8M added.
- The largest Stoke Therapeutics seller in Q1 2024 was Morgan Stanley, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2024.