undamentalytics Newsletter

Bicycle Therapeutics PLC: which funds bought and sold

Institutions that bought and sold Bicycle Therapeutics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 53 institutions that filed 13F reports for both quarters added to or opened positions in Bicycle Therapeutics, and 31 cut or closed them. Together they sold a net 7,632 shares, −0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.3M shares (+9.5%); index fund managers were net sellers of 987 shares (−0.3%). 19 opened a new position and 13 sold out entirely.

Bought, Q2 2026 53 institutions, 19 of them new holders Sold, Q2 2026 31 institutions, 13 of them sold out
Net change, all compared −7,632 shares (−0.0%)
Net change, active managers +2.3M shares (+9.5%), 14 bought, 4 sold

Buyers versus sellers

institutions compared, 117
Active managers and hedge funds 14 bought · 4 sold · +2.3M
Index fund managers 3 bought · 1 sold · −987
Other institutions 36 bought · 26 sold · −2.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Renaissance Technologies LLC Hedge fund +554K +56.6% 1.5M $6.5M
Qube Research & Technologies Ltd Hedge fund +467K +151.3% 776K $3.3M
Marshall Wace, LLP Hedge fund +421K +111.5% 798K $3.4M
Peapod Lane Capital LLC +417K +344.2% 538K $2.3M
Millennium Management LLC Hedge fund +270K +95.1% 554K $2.3M
Two Sigma Investments, LP Hedge fund +270K +163.7% 435K $1.8M
Flax Pond Capital, LLC +200K +113.6% 376K $1.7M
Sculptor Capital LP Hedge fund +198K New position 198K $839,113
Citadel Advisors LLC Hedge fund +177K +47.0% 554K $2.3M
Jane Street Group, LLC +174K +79.8% 392K $1.7M
Jump Financial, LLC +115K +218.0% 167K $708,504
Quadrature Capital Ltd Hedge fund +104K New position 104K $441,350
Nano Cap New Millennium Growth Fund L P +80K New position 80K $339,200
Marquette Asset Management, LLC +73K New position 73K $308,901
Verdad Advisers, LP +51K New position 51K $216,664
Morgan Stanley +49K +7.9% 667K $2.8M
Virtus Investment Advisers, LLC +44K +120.7% 81K $342,545
Simplex Trading, LLC +35K New position 35K $149,383
Trexquant Investment LP Hedge fund +31K New position 31K $131,627
D. E. Shaw & Co., Inc. Hedge fund +25K New position 25K $107,938

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Siren, L.L.C. −1.6M Sold out 0 —
Principal Financial Group Inc −1.2M Sold out 0 —
Silvercrest Asset Management Group LLC −429K Sold out 0 —
Platinum Investment Management Ltd −185K Sold out 0 —
Birchview Capital, LP −150K −32.4% 314K $1.3M
Price T Rowe Associates Inc Active manager −126K −12.3% 902K $3.8M
Marex Group Ltd −115K Sold out 0 —
Man Group PLC Hedge fund −63K Sold out 0 —
Axq Capital, LP −36K −56.7% 27K $116,040
Engineers Gate Manager LP Hedge fund −35K Sold out 0 —
R Squared Ltd −21K Sold out 0 —
ADAR1 Capital Management, LLC Hedge fund −21K −29.0% 51K $214,705
UBS Group AG −17K −51.9% 15K $65,546
49 Wealth Management, LLC −14K Sold out 0 —
Aquatic Capital Management LLC −14K −52.8% 12K $52,334
Diadema Partners LP −14K −2.9% 463K $2M
Royal Bank Of Canada −12K −82.7% 2,500 $11,000
Two Sigma Securities, LLC −11K Sold out 0 —
Legal & General Group PLC −9,054 Sold out 0 —
Geode Capital Management, LLC Index funds −6,094 −24.3% 19K $80,708

New positions

largest by value
InstitutionSharesValue June 30, 2026
Sculptor Capital LPHedge fund 198K $839,113
Quadrature Capital LtdHedge fund 104K $441,350
Nano Cap New Millennium Growth Fund L P 80K $339,200
Marquette Asset Management, LLC 73K $308,901
Verdad Advisers, LP 51K $216,664
Simplex Trading, LLC 35K $149,383
Trexquant Investment LPHedge fund 31K $131,627
D. E. Shaw & Co., Inc.Hedge fund 25K $107,938
National Philanthropic Trust 25K $104,826
Aigen Investment Management, LP 19K $81,913

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Siren, L.L.C. 1.6M $7.2M
Principal Financial Group Inc 1.2M $5.5M
Silvercrest Asset Management Group LLC 429K $2M
Platinum Investment Management Ltd 185K $856,558
Marex Group Ltd 115K $533,600
Man Group PLCHedge fund 63K $293,735
Engineers Gate Manager LPHedge fund 35K $164,256
R Squared Ltd 21K $97,704
49 Wealth Management, LLC 14K $66,431
Two Sigma Securities, LLC 11K $50,479

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
104
Ten largest holders
76.3%
of 13F-reported shares
Index fund managers
0.9%
of 13F-reported shares
Active managers and hedge funds
71.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 14 4 7 2 +2.3M +9.5%
Index fund managers 3 1 0 0 −987 −0.3%
Other institutions 36 26 12 11 −2.3M −18.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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