Evommune, Inc.: which funds bought and sold

Institutions that bought and sold Evommune 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, 76 institutions that filed 13F reports for both quarters added to or opened positions in Evommune, and 30 cut or closed them. Together they added a net 1.1M shares, +3.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.8M shares (+15.2%); index fund managers were net buyers of 944K shares (+50.3%). 40 opened a new position and 17 sold out entirely.

Bought, Q2 2026 76 institutions, 40 of them new holders Sold, Q2 2026 30 institutions, 17 of them sold out

Net change, all compared +1.1M shares (+3.5%)

Net change, active managers +1.8M shares (+15.2%), 17 bought, 10 sold

Buyers versus sellers

institutions compared, 121

76 bought 15 30 sold

Active managers and hedge funds 17 bought · 10 sold · +1.8M

Index fund managers 9 bought · 0 sold · +944K

Other institutions 50 bought · 20 sold · −1.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Point72 Asset Management, L.P. Hedge fund	+1.4M +3823.4%	1.4M	$19.1M
Vestal Point Capital, LP Hedge fund	+1.0M New position	1.0M	$13.3M
Price T Rowe Associates Inc Active manager	+822K +73.4%	1.9M	$25.8M
Balyasny Asset Management L.P. Hedge fund	+457K New position	457K	$6.1M
Vanguard Capital Management LLC Index funds	+427K +93.8%	882K	$11.7M
Eqt Fund Management S.A R.L.	+359K +7.3%	5.3M	$70.3M
Morgan Stanley	+265K +1057.5%	290K	$3.9M
American Century Companies Inc Active manager	+262K +53.2%	755K	$10M
Jane Street Group, LLC	+232K New position	232K	$3.1M
Blackrock, Inc. Index funds	+213K +31.6%	887K	$11.8M
Barclays PLC	+177K +8935.9%	179K	$2.4M
Orbimed Advisors LLC	+161K New position	161K	$2.1M
BNP Paribas Financial Markets	+131K +5961.4%	133K	$1.8M
Eversept Partners, LP Hedge fund	+120K +219.1%	174K	$2.3M
LMR Partners LLP Hedge fund	+118K New position	118K	$1.6M
Longaeva Partners L.P.	+117K New position	117K	$1.5M
UBS Group AG	+115K +38.6%	414K	$5.5M
Defilade Capital Management, L.P.	+115K +16.9%	793K	$10.5M
State Street Corp Index funds	+114K +63.5%	294K	$3.9M
Holocene Advisors, LP Hedge fund	+111K New position	111K	$1.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Point72 Asset Management, L.P. Hedge fund	+1.4M +3823.4%	1.4M	$19.1M
Vestal Point Capital, LP Hedge fund	+1.0M New position	1.0M	$13.3M
Price T Rowe Associates Inc Active manager	+822K +73.4%	1.9M	$25.8M
Balyasny Asset Management L.P. Hedge fund	+457K New position	457K	$6.1M
American Century Companies Inc Active manager	+262K +53.2%	755K	$10M
Eversept Partners, LP Hedge fund	+120K +219.1%	174K	$2.3M
LMR Partners LLP Hedge fund	+118K New position	118K	$1.6M
Holocene Advisors, LP Hedge fund	+111K New position	111K	$1.5M
Quadrature Capital Ltd Hedge fund	+69K New position	69K	$921,143
Squarepoint Ops LLC Hedge fund	+48K New position	48K	$633,960

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Mpm Bioimpact LLC	−1.5M Sold out	0	—
Marshall Wace, LLP Hedge fund	−880K Sold out	0	—
Kynam Capital Management, LP Hedge fund	−625K Sold out	0	—
Sectoral Asset Management Inc	−589K Sold out	0	—
Verition Fund Management LLC Hedge fund	−506K −92.0%	44K	$583,909
Andera Partners	−505K −26.6%	1.4M	$18.5M
Perceptive Advisors LLC Hedge fund	−448K Sold out	0	—
Stempoint Capital LP	−388K Sold out	0	—
E Fund Management Co., Ltd.	−244K Sold out	0	—
Integral Health Asset Management, LLC	−225K Sold out	0	—
Monashee Investment Management LLC	−179K Sold out	0	—
Octagon Capital Advisors LP	−143K Sold out	0	—
ADAR1 Capital Management, LLC Hedge fund	−80K −43.5%	104K	$1.4M
Exoduspoint Capital Management, LP Hedge fund	−79K −83.8%	15K	$202,367
Seven Grand Managers, LLC	−74K −45.0%	91K	$1.2M
Nextbio Capital Management LP	−65K −35.3%	119K	$1.6M
Propel Bio Management, LLC	−56K Sold out	0	—
Sphera Funds Management Ltd.	−56K −71.1%	23K	$300,779
Hudson Bay Capital Management LP Hedge fund	−51K Sold out	0	—
Freestone Grove Partners LP Hedge fund	−31K −9.2%	306K	$4.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−880K Sold out	0	—
Kynam Capital Management, LP Hedge fund	−625K Sold out	0	—
Verition Fund Management LLC Hedge fund	−506K −92.0%	44K	$583,909
Perceptive Advisors LLC Hedge fund	−448K Sold out	0	—
ADAR1 Capital Management, LLC Hedge fund	−80K −43.5%	104K	$1.4M
Exoduspoint Capital Management, LP Hedge fund	−79K −83.8%	15K	$202,367
Hudson Bay Capital Management LP Hedge fund	−51K Sold out	0	—
Freestone Grove Partners LP Hedge fund	−31K −9.2%	306K	$4.1M
Alyeska Investment Group, L.P. Hedge fund	−22K −3.0%	704K	$9.4M
FMR LLC Active manager	−1,555 −90.5%	164	$2,180

New positions

largest by value

Institution	Shares	Value June 30, 2026
Vestal Point Capital, LPHedge fund	1.0M	$13.3M
Balyasny Asset Management L.P.Hedge fund	457K	$6.1M
Jane Street Group, LLC	232K	$3.1M
Orbimed Advisors LLC	161K	$2.1M
LMR Partners LLPHedge fund	118K	$1.6M
Longaeva Partners L.P.	117K	$1.5M
Holocene Advisors, LPHedge fund	111K	$1.5M
Cantor Fitzgerald, L. P.	104K	$1.4M
Avidity Partners Management LP	75K	$996,750
Quadrature Capital LtdHedge fund	69K	$921,143

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Mpm Bioimpact LLC	1.5M	$33.5M
Marshall Wace, LLPHedge fund	880K	$20.2M
Kynam Capital Management, LPHedge fund	625K	$14.4M
Sectoral Asset Management Inc	589K	$13.5M
Perceptive Advisors LLCHedge fund	448K	$10.3M
Stempoint Capital LP	388K	$8.8M
E Fund Management Co., Ltd.	244K	$5.6M
Integral Health Asset Management, LLC	225K	$5.2M
Monashee Investment Management LLC	179K	$4.1M
Octagon Capital Advisors LP	143K	$3.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 105
Ten largest holders: 61.2%
Index fund managers: 8.1%
Active managers and hedge funds: 39.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	17	10	13	4	+1.8M	+15.2%
Index fund managers	9	0	0	0	+944K	+50.3%
Other institutions	50	20	27	13	−1.6M	−8.4%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Evommune.

Only managers that filed a holdings report for both quarters are compared (121 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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