CYTOKINETICS INC CYTK
COM NEW · Common Stock · CUSIP 23282W605 · ISIN US23282W6057
Company in South San Francisco, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSouth San Francisco, CA
- Founded1997
- Websitecytokinetics.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($761.6k this quarter). Holder counts are more reliable. Shares outstanding: 94.6m as of 2022-11-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.90. Options: 15 managers hold calls ($48.3m notional), 11 hold puts ($10.6m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 279 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $50.9m | $10.1m | 0.20 |
| Q4 2022 | $48.3m | $10.6m | 0.22 |
Biggest buyers
| LORD, ABBETT & CO. LLC | Added | +2.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.7m |
| STATE STREET CORP | Added | +789.8k |
| AMERICAN CENTURY COMPANIES INC | Added | +718.5k |
| Balyasny Asset Management L.P. | Added | +598.2k |
| EVENTIDE ASSET MANAGEMENT, LLC | New | +556.0k |
| FMR LLC | Added | +471.3k |
| T. Rowe Price Investment Management, Inc. | New | +463.6k |
| BlackRock Inc. | Added | +397.3k |
| Point72 Asset Management, L.P. | Added | +239.5k |
Biggest sellers
| Driehaus Capital Management LLC | Reduced | -1.2m |
| Commodore Capital LP | Sold out | -893.6k |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Sold out | -813.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -513.8k |
| CITADEL ADVISORS LLC | Reduced | -417.4k |
| Hood River Capital Management LLC | Reduced | -394.5k |
| HealthCor Management, L.P. | Reduced | -270.1k |
| Logos Global Management LP | Reduced | -200.0k |
| MPM BIOIMPACT LLC | Sold out | -193.2k |
| JANE STREET GROUP, LLC | Reduced | -182.6k |
Biggest calls
| Integral Health Asset Management, LLC | Reduced | $18.3m400.0k shares |
| JANE STREET GROUP, LLC | Added | $8.1m177.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8m103.7k shares |
| Sofinnova Investments, Inc. | New | $4.6m100.0k shares |
| CITADEL ADVISORS LLC | Added | $3.2m70.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $2.6m56.5k shares |
| GROUP ONE TRADING LLC | Added | $2.3m49.9k shares |
| CITIGROUP INC | New | $1.4m30.0k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.1m25.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.1m24.8k shares |
Biggest puts
| WOLVERINE ASSET MANAGEMENT LLC | Added | $3.6m77.8k shares |
| CITADEL ADVISORS LLC | Added | $2.1m45.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m45.0k shares |
| CITIGROUP INC | New | $1.4m30.0k shares |
| Walleye Trading LLC | Added | $751.4k16.4k shares |
| GROUP ONE TRADING LLC | Added | $384.9k8.4k shares |
| Walleye Capital LLC | Added | $215.4k4.7k shares |
| SIMPLEX TRADING, LLC | Added | $146.0k3.2k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $22.9k500 shares |
| Cutler Group LLC / CA | Added | $2.0k3.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| T. Rowe Price Investment Management, Inc. 13G · institution -1.5 pts · filed 2026-02-17 | 14.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution filed 2026-08-13 | 5.1% |
Fell to 5% or below in the last year: FMR LLC (3.9%, 2026-07-08), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 11 | $13.2m | — |
| Q1 2022 | 0 | — | 5 | $4.2m | — |
| Q2 2022 | 0 | — | 3 | $5.8m | — |
| Q3 2022 | 0 | — | 8 | $9.8m | — |
| Q4 2022 | 0 | — | 3 | $4.0m | $439.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-21 | Blum Robert I President & CEO, director | Sold plan | $439.2k10.0k shares |
| 2022-12-08 | Malik Fady Ibraham EVP Research & Development | Sold | $145.1k4.0k shares |
| 2022-12-05 | Blum Robert I President & CEO, director | Sold | $393.0k10.0k shares |
| 2022-11-21 | Blum Robert I President & CEO, director | Sold | $408.9k10.0k shares |
| 2022-11-14 | Wong Robert VP, Chief Accounting Officer | Sold | $85.4k2.1k shares |
| 2022-11-10 | Malik Fady Ibraham EVP Research & Development | Sold | $152.2k4.0k shares |
| 2022-11-02 | Blum Robert I President & CEO, director | Sold | $421.7k10.0k shares |
| 2022-10-19 | Blum Robert I President & CEO, director | Sold | $478.6k10.0k shares |
| 2022-10-13 | Malik Fady Ibraham EVP Research & Development | Sold | $1.0m21.5k shares |
| 2022-10-03 | Blum Robert I President & CEO, director | Sold | $504.0k10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 15.0m $685.8m | Added +397.3k |
| FMR LLC 0.06% of their portfolio | 13.4m $612.2m | Added +471.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 10.1m $461.5m | Added +81.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 6.5m $299.8m | Added +1.7m |
| LORD, ABBETT & CO. LLC 0.48% of their portfolio | 5.8m $268.0m | Added +2.1m |
| STATE STREET CORP 0.01% of their portfolio | 5.0m $231.2m | Added +789.8k |
| Polar Capital Holdings Plc 1.00% of their portfolio | 2.7m $124.8m | Added +53.1k |
| RTW INVESTMENTS, LP 2.41% of their portfolio | 2.6m $117.9m | Unchanged |
| PFM Health Sciences, LP 4.64% of their portfolio | 2.4m $109.9m | Reduced -65.5k |
| PICTET ASSET MANAGEMENT SA 0.15% of their portfolio | 2.3m $103.8m | Added +109.9k |
| Boxer Capital, LLC 5.07% of their portfolio | 2.1m $96.2m | Unchanged |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.50% of their portfolio | 1.7m $78.0m | Added +80.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $76.0m | Added +66.4k |
| Logos Global Management LP 8.05% of their portfolio | 1.5m $68.7m | Reduced -200.0k |
| Invesco Ltd. 0.02% of their portfolio | 1.5m $66.5m | Added +40.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $60.6m | Reduced -49.3k |
| MORGAN STANLEY 0.01% of their portfolio | 1.3m $58.0m | Reduced -144.5k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.2m $54.2m | Added +718.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $50.8m | Added +14.4k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.1m $50.7m | Reduced -2.2k |
| MARSHALL WACE, LLP 0.12% of their portfolio | 1.0m $46.3m | Added +55.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.0m $46.3m | Added +18.4k |
| Artal Group S.A. 2.64% of their portfolio | 1.0m $45.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 910.3k $41.7m | Added +232.2k |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 881.4k $40.4m | Added +598.2k |
| NORGES BANK 0.01% of their portfolio | 839.4k $38.5m | Added +15.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 726.1k $33.3m | Added +20.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 665.4k $30.5m | Added +52.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 599.5k $27.5m | Reduced -29.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.50% of their portfolio | 556.0k $25.5m | New |
| Nicholas Investment Partners, LP 2.21% of their portfolio | 551.1k $25.3m | Added +78.3k |
| EAGLE ASSET MANAGEMENT INC 0.15% of their portfolio | 548.1k $24.3m | Reduced -10.7k |
| Sofinnova Investments, Inc. 1.42% of their portfolio | 508.9k $23.3m | Added +188.2k |
| Candriam S.C.A. 0.16% of their portfolio | 503.2k $23.1m | Unchanged |
| Hood River Capital Management LLC 0.79% of their portfolio | 475.5k $21.8m | Reduced -394.5k |
| EMERALD ADVISERS, LLC 1.05% of their portfolio | 472.3k $21.6m | Added +131.7k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 463.6k $21.2m | New |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 455.0k $20.8m | Added +53.1k |
| Rock Springs Capital Management LP 0.49% of their portfolio | 443.0k $20.3m | Unchanged |
| Avidity Partners Management LP 0.45% of their portfolio | 420.7k $19.3m | Added +85.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 417.4k $19.1m | Reduced -125.5k |
| Finepoint Capital LP 5.97% of their portfolio | 402.8k $18.5m | Added +22.0k |
| Integral Health Asset Management, LLC 4.13% of their portfolio | 400.0k $18.3m | Added +50.0k |
| BARCLAYS PLC 0.02% of their portfolio | 397.2k $18.2m | First filing |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.05% of their portfolio | 371.0k $17.0m | Added +79.1k |
| WASATCH ADVISORS LP 0.11% of their portfolio | 368.2k $16.9m | Reduced -61.1k |
| Driehaus Capital Management LLC 0.25% of their portfolio | 366.4k $16.8m | Reduced -1.2m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 359.6k $16.5m | Reduced -2.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 349.2k $16.0m | Added +85.2k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 342.8k $15.7m | Added +59.4k |
| UBS Group AG 0.01% of their portfolio | 335.2k $15.4m | Added +124.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 311.2k $14.3m | Added +79.4k |
| Cormorant Asset Management, LP 0.91% of their portfolio | 296.0k $13.6m | Unchanged |
| PINNACLE ASSOCIATES LTD 0.28% of their portfolio | 284.7k $13.0m | Reduced -5.1k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 271.5k $12.4m | Added +239.5k |
| Legal & General Group Plc 0.00% of their portfolio | 266.6k $12.2m | Added +7.1k |
| Opaleye Management Inc. 3.98% of their portfolio | 250.0k $11.5m | Reduced -13.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 247.5k $11.3m | Added +7.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 232.6k $10.7m | Reduced -131.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 225.4k $10.3m | Reduced -12.0k |
| Rafferty Asset Management, LLC 0.09% of their portfolio | 225.4k $10.3m | Added +98.3k |
| Rhenman & Partners Asset Management AB 1.03% of their portfolio | 216.3k $9.9m | Added +6.3k |
| Swiss National Bank 0.01% of their portfolio | 216.0k $9.9m | Added +23.0k |
| Walleye Capital LLC 0.21% of their portfolio | 214.2k $9.8m | Added +99.6k |
| PUTNAM INVESTMENTS LLC 0.02% of their portfolio | 199.8k $9.2m | Added +694 |
| Saturn V Capital Management LP 6.62% of their portfolio | 197.0k $8.0m | First filing |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 196.0k $9.0m | Reduced -15.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 194.0k $8.9m | Added +18.3k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 193.8k $8.9m | Added +1.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 188.0k $8.6m | Reduced -14.2k |
| DAFNA Capital Management LLC 2.37% of their portfolio | 184.0k $8.4m | Unchanged |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 176.1k $8.1m | Reduced -182.6k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 175.5k $8.0m | Added +152.9k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 173.9k $8.0m | Added +144.0k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 172.2k $7.9m | Reduced -407 |
| California Public Employees Retirement System 0.01% of their portfolio | 165.7k $7.6m | Added +19.8k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 164.5k $7.5m | Added +164.5k |
| HealthCor Management, L.P. 6.91% of their portfolio | 164.4k $7.5m | Reduced -270.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 161.9k $7.4m | Added +97.6k |
| ExodusPoint Capital Management, LP 0.11% of their portfolio | 161.3k $7.4m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 160.1k $7.3m | Added +11.3k |
| CITIGROUP INC 0.01% of their portfolio | 156.5k $7.2m | Reduced -3.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 131.4k $6.0m | Added +400 |
| Palo Alto Investors LP 0.44% of their portfolio | 111.7k $5.1m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 110.6k $5.1m | Added +8.2k |
| TANG CAPITAL MANAGEMENT LLC 0.73% of their portfolio | 110.0k $5.0m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 109.8k $5.0m | Reduced -60 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 108.3k $5.0m | Added +41.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.04% of their portfolio | 101.3k $4.6m | Added +15.5k |
| Caption Management, LLC 0.78% of their portfolio | 100.4k $4.6m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 98.3k $4.5m | Added +655 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 97.3k $4.5m | Added +15.5k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 97.1k $4.4m | Reduced -250 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 96.2k $4.4m | Reduced -1.1k |
| Moody Aldrich Partners LLC 0.86% of their portfolio | 92.8k $4.3m | Reduced -2.3k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 91.5k $4.2m | Added +17.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 89.7k $4.1m | Added +7.9k |
| Affinity Asset Advisors, LLC 1.84% of their portfolio | 87.6k $4.0m | Added +22.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 85.4k $3.9m | Reduced -513.8k |
| CASTLEARK MANAGEMENT LLC 0.20% of their portfolio | 85.3k $3.9m | Reduced -76.8k |