undamentalytics Newsletter

Cytokinetics Inc: which funds bought and sold

Institutions that bought and sold Cytokinetics 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, 318 institutions that filed 13F reports for both quarters added to or opened positions in Cytokinetics, and 149 cut or closed them. Together they added a net 13.2M shares, +9.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 825K shares (+1.3%); index fund managers were net buyers of 6.8M shares (+16.6%). 86 opened a new position and 47 sold out entirely.

Bought, Q2 2026 318 institutions, 86 of them new holders Sold, Q2 2026 149 institutions, 47 of them sold out
Net change, all compared +13.2M shares (+9.0%)
Net change, active managers +825K shares (+1.3%), 52 bought, 28 sold

Buyers versus sellers

institutions compared, 516
Active managers and hedge funds 52 bought · 28 sold · +825K
Index fund managers 10 bought · 2 sold · +6.8M
Other institutions 256 bought · 119 sold · +5.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +3.5M +21.4% 20.1M $1.7B
Avoro Capital Advisors LLC Hedge fund +1.7M +50.0% 5.0M $426M
Bank Of America Corp +1.5M +48.3% 4.6M $395M
T. Rowe Price Investment Management, Inc. Active manager +1.2M +6.8% 18.7M $1.6B
Holocene Advisors, LP Hedge fund +1.1M New position 1.1M $97.5M
Point72 Asset Management, L.P. Hedge fund +962K +153.6% 1.6M $135M
Capital Research Global Investors Active manager +916K +118.8% 1.7M $144M
Nomura Asset Management International Inc. +913K +1883.8% 962K $81.9M
Vanguard Portfolio Management LLC Index funds +868K +14.9% 6.7M $572M
Invesco Ltd. +750K +154.7% 1.2M $105M
State Street Corp Index funds +749K +13.0% 6.5M $553M
Jpmorgan Chase & Co +685K +75.8% 1.6M $139M
Susquehanna International Group, LLP +651K +72.4% 1.5M $132M
Vanguard Capital Management LLC Index funds +629K +11.5% 6.1M $521M
Polar Capital Holdings PLC Active manager +592K +35.7% 2.3M $192M
William Blair Investment Management, LLC Active manager +516K +47.4% 1.6M $137M
Geode Capital Management, LLC Index funds +497K +15.5% 3.7M $316M
Franklin Resources Inc Active manager +481K +117.5% 891K $75.9M
Hood River Capital Management LLC +469K New position 469K $40M
Armistice Capital, LLC Hedge fund +437K +57.1% 1.2M $102M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −5.7M −53.1% 5.0M $429M
Paradigm Biocapital Advisors LP −1.5M Sold out 0 —
Wellington Management Group LLP Active manager −1.1M −13.5% 6.9M $591M
UBS Group AG −906K −43.6% 1.2M $99.8M
Logos Global Management LP Hedge fund −875K Sold out 0 —
Deep Track Capital, LP Hedge fund −674K −49.1% 700K $59.6M
Mpm Bioimpact LLC −500K Sold out 0 —
Citadel Advisors LLC Hedge fund −459K −41.7% 641K $54.6M
Goldman Sachs Group Inc −444K −20.1% 1.8M $150M
Group One Trading LLC −364K Sold out 0 —
Aberdeen Group PLC −364K −75.3% 119K $10.2M
Vestal Point Capital, LP Hedge fund −300K Sold out 0 —
Ikarian Capital, LLC −284K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −281K −28.3% 712K $60.6M
Susquehanna Portfolio Strategies, LLC −264K −94.9% 14K $1.2M
Caption Management, LLC −245K Sold out 0 —
Catalio Capital Management, LP −216K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −207K −26.5% 573K $48.8M
Marshall Wace, LLP Hedge fund −205K −31.2% 451K $38.5M
Stempoint Capital LP −184K −70.8% 76K $6.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Holocene Advisors, LPHedge fund 1.1M $97.5M
Hood River Capital Management LLC 469K $40M
Polaris Capital Management, LLC 267K $22.7M
Walleye Capital LLCHedge fund 240K $20.4M
Baker Bros. Advisors LPHedge fund 211K $18M
Tri Locum Partners LP 194K $16.5M
Pfm Health Sciences, LPHedge fund 192K $16.3M
Ghisallo Capital Management LLCHedge fund 170K $14.5M
Kingdon Capital Management, L.L.C. 157K $13.4M
Polymer Capital Management (HK) Ltd 138K $11.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Paradigm Biocapital Advisors LP 1.5M $97.6M
Logos Global Management LPHedge fund 875K $57.7M
Mpm Bioimpact LLC 500K $33M
Group One Trading LLC 364K $24M
Vestal Point Capital, LPHedge fund 300K $19.8M
Ikarian Capital, LLC 284K $18.7M
Caption Management, LLC 245K $16.1M
Catalio Capital Management, LP 216K $14.2M
Monashee Investment Management LLC 100K $6.6M
Sofinnova Investments, Inc. 92K $6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
476
Ten largest holders
52.0%
of 13F-reported shares
Index fund managers
29.8%
of 13F-reported shares
Active managers and hedge funds
41.2%
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 52 28 15 4 +825K +1.3%
Index fund managers 10 2 0 0 +6.8M +16.6%
Other institutions 256 119 71 43 +5.5M +13.9%

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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