L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 13 Feb 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 4 listed it in both
Shares listed
9,519,372
combined, among listed positions
Reported value
$245m
combined, at the quarter end

Among the 94 comparable managers: 3 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IDYA in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Janus Henderson Group Ltd5,857,639$151m0.08%Added+695,26314 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors2,565,897$66munder 0.1%Trimmed-45913 Feb 2025 (the filing on sec.gov)
Woodline Partners LP590,697$15m0.10%Added+1,94314 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP460,600$12munder 0.1%Trimmed-7,50014 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP44,539$1.1munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

03581020212022202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IDYA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20201$14mn.a.n.a.
Q3 20201$15mn.a.n.a.
Q4 20201$16mn.a.n.a.
Q1 20213$31mn.a.n.a.
Q2 20213$26mn.a.n.a.
Q3 20213$37mn.a.n.a.
Q4 20213$50mn.a.n.a.
Q1 20221$21mn.a.n.a.
Q2 20221$21mn.a.n.a.
Q2 20233$60mn.a.n.a.
Q3 20234$118mn.a.n.a.
Q4 20235$275m50
Q1 202410$1.0bn81
Q2 20248$479m63
Q3 20246$309m51
Q4 20245$245m32
Q1 20253$159m21
Q2 20253$374m21
Q3 20254$458m21
Q4 20253$495m1413
Q1 20262$414m1114
Q2 20263$533m1610

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IDYA and LLY →IDYA and JNJ →IDYA and VRTX →Choose a stock to compare with IDYA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IDYA, latest filings →Back to the 13F Explorer →