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 ($468.8k this quarter). Holder counts are more reliable. Shares outstanding: 95.6m as of 2023-05-02, 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 ≈ $35.23. Options: 8 managers hold calls ($13.4m notional), 10 hold puts ($8.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 279 |
| Q1 2023 | 265 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 145 | 117 |
| Q1 2023 | 120 | 142 |
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 |
| Q1 2023 | $13.4m | $8.0m | 0.60 |
Biggest buyers
| FMR LLC | Added | +12.4m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.5m |
| JANUS HENDERSON GROUP PLC | Added | +1.4m |
| T. Rowe Price Investment Management, Inc. | Added | +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +983.9k |
| BANK OF AMERICA CORP /DE/ | Added | +854.1k |
| GREAT POINT PARTNERS LLC | New | +500.0k |
| Artal Group S.A. | Added | +367.0k |
| BANK OF MONTREAL /CAN/ | Added | +366.0k |
| Ally Bridge Group (NY) LLC | New | +223.4k |
Biggest sellers
| LORD, ABBETT & CO. LLC | Reduced | -1.2m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -763.7k |
| MORGAN STANLEY | Reduced | -453.6k |
| WASATCH ADVISORS LP | Sold out | -368.2k |
| BlackRock Inc. | Reduced | -341.9k |
| STATE STREET CORP | Reduced | -291.0k |
| Point72 Asset Management, L.P. | Sold out | -271.5k |
| MARSHALL WACE, LLP | Reduced | -266.2k |
| Logos Global Management LP | Reduced | -250.0k |
| EMERALD ADVISERS, LLC | Reduced | -234.7k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $5.1m143.7k shares |
| CITIGROUP INC | Added | $3.0m84.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.3m64.4k shares |
| GROUP ONE TRADING LLC | Reduced | $1.5m43.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m41.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $161.0k4.6k shares |
| Cutler Group LLC / CA | Reduced | $2.0k2.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITIGROUP INC | Added | $3.0m84.4k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $1.3m37.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m31.2k shares |
| JANE STREET GROUP, LLC | New | $978.3k27.8k shares |
| CITADEL ADVISORS LLC | Reduced | $739.0k21.0k shares |
| UBS Group AG | New | $584.2k16.6k shares |
| GROUP ONE TRADING LLC | Reduced | $285.0k8.1k shares |
| Skaana Management L.P. | New | $24.6k700 shares |
| SIMPLEX TRADING, LLC | Reduced | $17.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2023 | 0 | — | 5 | $4.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-28 | Blum Robert I President & CEO, director | Sold | $438.1k12.5k shares |
| 2023-03-15 | Blum Robert I President & CEO, director | Sold | $465.8k12.5k shares |
| 2023-03-09 | Malik Fady Ibraham EVP Research & Development | Sold | $156.4k4.0k shares |
| 2023-03-06 | Blum Robert I President & CEO, director | Sold | $499.2k12.5k shares |
| 2023-02-21 | Wong Robert VP, Chief Accounting Officer | Sold | $101.0k2.2k shares |
| 2023-02-09 | Malik Fady Ibraham EVP Research & Development | Sold | $306.2k7.0k shares |
| 2023-02-09 | Malik Fady Ibraham EVP Research & Development | Sold | $174.9k4.0k shares |
| 2023-02-06 | WIERENGA WENDALL Director | Sold | $315.0k7.0k shares |
| 2023-02-03 | Jaw Ching SVP Finance & CFO | Sold | $675.0k15.0k shares |
| 2023-02-03 | Wong Robert VP, Chief Accounting Officer | Sold | $135.2k3.0k shares |
| 2023-01-17 | Blum Robert I President & CEO, director | Sold | $424.3k10.0k shares |
| 2023-01-12 | Malik Fady Ibraham EVP Research & Development | Sold | $161.9k4.0k shares |
| 2023-01-04 | Blum Robert I President & CEO, director | Sold | $442.4k10.0k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.04% of their portfolio | 25.7m $905.4m | Added +12.4m |
| BlackRock Inc. 0.02% of their portfolio | 14.6m $514.7m | Reduced -341.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 10.2m $358.4m | Added +110.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 7.5m $264.9m | Added +983.9k |
| STATE STREET CORP 0.01% of their portfolio | 4.8m $167.3m | Reduced -291.0k |
| LORD, ABBETT & CO. LLC 0.29% of their portfolio | 4.6m $162.4m | Reduced -1.2m |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 2.7m $94.2m | Added +1.5m |
| Polar Capital Holdings Plc 0.67% of their portfolio | 2.6m $91.9m | Reduced -113.1k |
| RTW INVESTMENTS, LP 1.89% of their portfolio | 2.6m $90.6m | Unchanged |
| PFM Health Sciences, LP 3.89% of their portfolio | 2.4m $84.4m | Unchanged |
| PICTET ASSET MANAGEMENT SA 0.10% of their portfolio | 2.3m $79.9m | Added +5.1k |
| Boxer Capital, LLC 3.63% of their portfolio | 2.1m $73.9m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $61.0m | Added +76.8k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.6m $55.4m | Added +1.4m |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 1.5m $53.4m | Added +1.1m |
| Invesco Ltd. 0.01% of their portfolio | 1.5m $52.0m | Added +26.7k |
| Artal Group S.A. 2.86% of their portfolio | 1.4m $48.1m | Added +367.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $45.2m | Reduced -40.4k |
| Logos Global Management LP 6.30% of their portfolio | 1.2m $44.0m | Reduced -250.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $42.3m | Added +854.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.2m $41.2m | Added +64.2k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.1m $38.2m | Reduced -21.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $37.8m | Added +164.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.0m $35.6m | Added +128 |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 952.0k $33.5m | Added +70.6k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.20% of their portfolio | 938.1k $33.0m | Reduced -763.7k |
| MORGAN STANLEY 0.00% of their portfolio | 812.2k $28.6m | Reduced -453.6k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 745.3k $26.2m | Reduced -266.2k |
| NORGES BANK 0.01% of their portfolio | 738.2k $26.0m | Reduced -101.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 722.7k $25.4m | Reduced -3.4k |
| Nicholas Investment Partners, LP 1.63% of their portfolio | 611.0k $21.5m | Added +59.9k |
| Integral Health Asset Management, LLC 4.39% of their portfolio | 600.0k $21.1m | Added +200.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 582.9k $20.5m | Reduced -82.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 564.8k $19.9m | Reduced -34.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.36% of their portfolio | 556.0k $19.6m | Unchanged |
| Candriam S.C.A. 0.12% of their portfolio | 538.2k $17.4m | Added +35.0k |
| EAGLE ASSET MANAGEMENT INC 0.10% of their portfolio | 500.4k $17.6m | Reduced -47.7k |
| GREAT POINT PARTNERS LLC 3.48% of their portfolio | 500.0k $17.6m | New |
| Hood River Capital Management LLC 0.55% of their portfolio | 486.3k $17.1m | Added +10.8k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 457.0k $16.1m | Added +2.0k |
| Rock Springs Capital Management LP 0.38% of their portfolio | 447.6k $15.8m | Added +4.6k |
| Finepoint Capital LP 5.56% of their portfolio | 413.8k $14.6m | Added +11.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 401.2k $14.1m | Reduced -16.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 375.8k $13.5m | Added +366.0k |
| Driehaus Capital Management LLC 0.18% of their portfolio | 365.3k $12.9m | Reduced -1.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 356.1k $12.5m | Added +44.9k |
| Sofinnova Investments, Inc. 0.84% of their portfolio | 353.8k $12.5m | Reduced -155.1k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 351.2k $12.4m | Added +8.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 344.9k $12.1m | Reduced -14.7k |
| BARCLAYS PLC 0.01% of their portfolio | 341.3k $12.0m | Reduced -55.9k |
| Cormorant Asset Management, LP 0.69% of their portfolio | 296.0k $10.4m | Unchanged |
| Saturn V Capital Management LP 7.44% of their portfolio | 282.9k $10.0m | Added +85.9k |
| PINNACLE ASSOCIATES LTD 0.20% of their portfolio | 280.0k $9.9m | Reduced -4.7k |
| DAFNA Capital Management LLC 2.92% of their portfolio | 276.5k $9.7m | Added +92.5k |
| ExodusPoint Capital Management, LP 0.11% of their portfolio | 270.4k $9.5m | Added +109.1k |
| Legal & General Group Plc 0.00% of their portfolio | 268.5k $9.4m | Added +1.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 259.1k $9.1m | Added +11.6k |
| Avidity Partners Management LP 0.29% of their portfolio | 252.0k $8.9m | Reduced -168.7k |
| UBS Group AG 0.00% of their portfolio | 250.3k $8.8m | Reduced -84.9k |
| EMERALD ADVISERS, LLC 0.40% of their portfolio | 237.6k $8.4m | Reduced -234.7k |
| CITIGROUP INC 0.01% of their portfolio | 225.9k $7.9m | Added +69.3k |
| Ally Bridge Group (NY) LLC 10.30% of their portfolio | 223.4k $7.9m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 222.7k $7.8m | Added +34.7k |
| Affinity Asset Advisors, LLC 2.99% of their portfolio | 221.5k $7.8m | Added +133.9k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 219.7k $7.7m | Reduced -12.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 219.5k $7.7m | Added +25.5k |
| Tekla Capital Management LLC 0.29% of their portfolio | 219.0k $7.7m | Added +143.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 215.1k $7.6m | Added +39.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 211.5k $7.4m | Reduced -13.9k |
| Opaleye Management Inc. 2.19% of their portfolio | 207.5k $7.3m | Reduced -42.5k |
| Rhenman & Partners Asset Management AB 0.77% of their portfolio | 205.0k $7.0m | Reduced -11.3k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 199.9k $7.0m | Added +6.2k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 199.7k $7.0m | Reduced -129 |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 199.4k $7.0m | Added +39.3k |
| Swiss National Bank 0.00% of their portfolio | 194.0k $6.8m | Reduced -22.0k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.40% of their portfolio | 192.1k $6.8m | Reduced -178.9k |
| Rafferty Asset Management, LLC 0.05% of their portfolio | 191.2k $6.7m | Reduced -34.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 167.6k $5.9m | Added +5.7k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 166.4k $5.9m | Reduced -5.7k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 164.5k $5.8m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 143.1k $5.0m | Reduced -52.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 137.1k $4.8m | Added +104.2k |
| California Public Employees Retirement System 0.00% of their portfolio | 135.6k $4.8m | Reduced -30.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 133.2k $4.7m | Added +1.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 115.5k $4.1m | Added +18.3k |
| Man Group plc 0.01% of their portfolio | 112.8k $4.0m | New |
| Palo Alto Investors LP 0.33% of their portfolio | 111.7k $3.9m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 109.5k $3.9m | Reduced -1.1k |
| J. Goldman & Co LP 0.22% of their portfolio | 105.6k $3.7m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 103.7k $3.6m | Reduced -6.1k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 102.5k $3.6m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 101.7k $3.6m | Added +3.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 100.2k $3.5m | Reduced -1.1k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 93.8k $3.3m | Reduced -3.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 93.4k $3.3m | Added +62.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 93.0k $3.8m | Reduced -3.2k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 90.4k $3.2m | Reduced -1.1k |
| Moody Aldrich Partners LLC 0.64% of their portfolio | 89.5k $3.2m | Reduced -3.3k |
| PDT Partners, LLC 0.42% of their portfolio | 87.8k $3.1m | Added +44.3k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 86.0k $3.0m | Added +21.2k |