Smart Money Radar / Tickers / BCYC

BCYC Pharmaceuticals, Biotechnology & Life Sciences

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
46
of 97 total, index funds excluded
This quarter
+8
13 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2019Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $174M held
FundValueNote
BAKER BROS. ADVISORS LP $51M
FCPM III SERVICES B.V. $16M
ARMISTICE CAPITAL, LLC $16M fast money
Long Focus Capital Manageme… $15M
ACADIAN ASSET MANAGEMENT LLC $9M
Siren, L.L.C. $7M
GSK plc $7M
PRINCIPAL FINANCIAL GROUP I… $5M
PRICE T ROWE ASSOCIATES INC… $5M
RENAISSANCE TECHNOLOGIES LLC $5M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.