Which hedge funds own AGIO? AGIOS PHARMACEUTICALS INC, Q2 2026 13F holders
44 tracked hedge funds disclosed a position in AGIO (AGIOS PHARMACEUTICALS INC) in their Q2 2026 13F filings, worth $907.2m in total. The largest holder by portfolio weight is Lynx1 Capital Management LP at 14.6% of its book. 10 opened a new position this quarter: Ishara Investments LP, Defilade Capital Management, L.P., Campbell & CO Investment Adviser LLC, Quarry LP. 12 exited: MPM Bioimpact LLC, Frazier Life Sciences Management, L.P., Ground Swell Capital, LLC.
- 44
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $58.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $115m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $907m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| MPM Bioimpact LLC | 3.4% | $44.2m |
| Frazier Life Sciences Management, L.P. | 1.1% | $42.5m |
| Ground Swell Capital, LLC | 0.6% | $282k |
| Eversept Partners, LP | 0.4% | $6.8m |
| Vestal Point Capital, LP | 0.4% | $15.2m |
| Prelude Capital Management, LLC | 0.08% | $984k |
| Woodline Partners LP | 0.01% | $2.5m |
| Y-Intercept (Hong Kong) Ltd | 0.01% | $469k |
| Voleon Capital Management LP | 0.01% | $327k |
| Magnetar Financial LLC | 0.0% | $201k |
| Balyasny Asset Management L.P. | 0.0% | $609k |
| Millennium Management LLC | 0.0% | $1.1m |
Ownership over time
Who discovered AGIO first? Beta
| Opaleye Management Inc. high conviction | Q2 2014 | +6.9 pts |
| Atika Capital Management LLC | Q3 2014 | +2.2 pts |
| Caption Management, LLC | Q3 2019 | +0.7 pts |
| Orbimed Advisors LLC | Q1 2020 | +0.3 pts |
| Rock Springs Capital Management LP | Q1 2020 | +0.1 pts |
| First Light Asset Management, LLC | Q2 2019 | −0.6 pts |
| EcoR1 Capital, LLC | Q3 2016 | −0.8 pts |
| Sabby Management, LLC | Q3 2015 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.