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 ($242.7k this quarter). Holder counts are more reliable. Shares outstanding: 96.0m as of 2023-08-01, 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 ≈ $32.64. Options: 11 managers hold calls ($7.6m notional), 13 hold puts ($14.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 279 |
| Q1 2023 | 265 |
| Q2 2023 | 255 |
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 |
| Q2 2023 | 125 | 120 |
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 |
| Q2 2023 | $7.6m | $14.5m | 1.90 |
Biggest buyers
| CITADEL ADVISORS LLC | New | +900.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +744.2k |
| BlackRock Inc. | Added | +736.8k |
| JANUS HENDERSON GROUP PLC | Added | +522.1k |
| Sofinnova Investments, Inc. | Added | +489.4k |
| Logos Global Management LP | Added | +400.0k |
| STATE STREET CORP | Added | +337.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +293.8k |
| T. Rowe Price Investment Management, Inc. | Added | +286.3k |
| Man Group plc | New | +244.1k |
Biggest sellers
| FMR LLC | Reduced | -13.6m |
| LORD, ABBETT & CO. LLC | Reduced | -1.2m |
| BANK OF AMERICA CORP /DE/ | Reduced | -942.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -916.3k |
| MARSHALL WACE, LLP | Reduced | -489.9k |
| Driehaus Capital Management LLC | Sold out | -365.3k |
| Cormorant Asset Management, LP | Sold out | -296.0k |
| Avidity Partners Management LP | Sold out | -252.0k |
| EMERALD ADVISERS, LLC | Sold out | -237.6k |
| BARCLAYS PLC | Reduced | -195.9k |
Biggest calls
| CITIGROUP INC | Reduced | $1.8m55.0k shares |
| CITADEL ADVISORS LLC | Added | $1.4m42.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m33.5k shares |
| GROUP ONE TRADING LLC | Reduced | $805.7k24.7k shares |
| Walleye Capital LLC | New | $642.6k19.7k shares |
| Walleye Trading LLC | New | $587.2k18.0k shares |
| PEAK6 Investments LLC | New | $512.1k15.7k shares |
| JANE STREET GROUP, LLC | Reduced | $401.2k12.3k shares |
| SIMPLEX TRADING, LLC | Added | $362.0k11.1k shares |
| Cutler Group LLC / CA | Added | $12.0k3.5k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $3.1m96.5k shares |
| CITADEL ADVISORS LLC | Added | $2.2m67.5k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $1.8m56.0k shares |
| CITIGROUP INC | Reduced | $1.8m55.0k shares |
| Walleye Trading LLC | New | $1.2m38.2k shares |
| Walleye Capital LLC | New | $1.1m34.3k shares |
| SIMPLEX TRADING, LLC | Added | $985.0k30.2k shares |
| JANE STREET GROUP, LLC | Added | $968.8k29.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $613.3k18.8k shares |
| UBS Group AG | Unchanged | $541.5k16.6k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 3 | $3.1m | $3.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-12 | Blum Robert I President & CEO, director | Sold plan | $463.2k12.5k shares |
| 2023-06-08 | Malik Fady Ibraham EVP Research & Development | Sold plan | $95.2k2.5k shares |
| 2023-05-31 | Blum Robert I President & CEO, director | Sold plan | $470.9k12.5k shares |
| 2023-05-16 | Blum Robert I President & CEO, director | Sold plan | $467.6k12.5k shares |
| 2023-05-15 | HENDERSON JOHN T Director | Sold plan | $157.3k4.2k shares |
| 2023-05-11 | Malik Fady Ibraham EVP Research & Development | Sold plan | $70.6k1.8k shares |
| 2023-05-03 | Malik Fady Ibraham EVP Research & Development | Sold plan | $280.0k7.0k shares |
| 2023-04-28 | Blum Robert I President & CEO, director | Sold plan | $471.0k12.5k shares |
| 2023-04-14 | Blum Robert I President & CEO, director | Sold plan | $445.1k12.5k shares |
| 2023-04-13 | Malik Fady Ibraham EVP Research & Development | Sold plan | $136.8k4.0k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 15.4m $501.1m | Added +736.8k |
| FMR LLC 0.03% of their portfolio | 12.2m $396.8m | Reduced -13.6m |
| VANGUARD GROUP INC 0.01% of their portfolio | 10.3m $335.0m | Added +87.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 8.3m $269.8m | Added +744.2k |
| STATE STREET CORP 0.01% of their portfolio | 5.1m $166.1m | Added +337.7k |
| LORD, ABBETT & CO. LLC 0.19% of their portfolio | 3.4m $110.3m | Reduced -1.2m |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 2.7m $88.9m | Added +46.1k |
| Polar Capital Holdings Plc 0.59% of their portfolio | 2.7m $86.6m | Added +42.8k |
| RTW INVESTMENTS, LP 1.60% of their portfolio | 2.6m $84.0m | Unchanged |
| PFM Health Sciences, LP 3.15% of their portfolio | 2.4m $78.3m | Unchanged |
| PICTET ASSET MANAGEMENT SA 0.09% of their portfolio | 2.3m $73.5m | Reduced -18.2k |
| Boxer Capital, LLC 3.18% of their portfolio | 2.1m $68.5m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 2.1m $68.4m | Added +522.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.9m $62.3m | Added +174.5k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 1.8m $58.9m | Added +286.3k |
| Logos Global Management LP 7.43% of their portfolio | 1.6m $53.8m | Added +400.0k |
| Invesco Ltd. 0.01% of their portfolio | 1.5m $49.0m | Added +25.8k |
| Artal Group S.A. 1.48% of their portfolio | 1.4m $46.2m | Added +49.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $42.2m | Added +10.9k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.1m $36.5m | Added +35.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $36.1m | Added +31.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $35.9m | Added +88.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.1m $35.4m | Reduced -86.7k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 1.1m $35.0m | Added +119.5k |
| MORGAN STANLEY 0.00% of their portfolio | 908.3k $29.6m | Added +96.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 900.0k $29.4m | New |
| Sofinnova Investments, Inc. 1.82% of their portfolio | 843.2k $27.5m | Added +489.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 771.1k $25.2m | Added +48.4k |
| NORGES BANK 0.00% of their portfolio | 751.5k $24.5m | Added +13.3k |
| Nicholas Investment Partners, LP 1.52% of their portfolio | 682.9k $22.3m | Added +71.9k |
| Integral Health Asset Management, LLC 2.78% of their portfolio | 650.0k $21.2m | Added +50.0k |
| GREAT POINT PARTNERS LLC 3.92% of their portfolio | 600.0k $19.6m | Added +100.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.31% of their portfolio | 556.0k $18.1m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 555.7k $18.1m | Reduced -27.2k |
| Candriam S.C.A. 0.13% of their portfolio | 538.2k $17.6m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 516.5k $16.8m | Added +293.8k |
| Hood River Capital Management LLC 0.49% of their portfolio | 502.5k $16.4m | Added +16.3k |
| Rock Springs Capital Management LP 0.35% of their portfolio | 447.6k $14.6m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 429.2k $14.0m | Reduced -135.5k |
| Saturn V Capital Management LP 7.35% of their portfolio | 406.2k $13.3m | Added +123.3k |
| EAGLE ASSET MANAGEMENT INC 0.07% of their portfolio | 404.2k $13.2m | Reduced -96.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 375.0k $12.2m | Added +18.9k |
| Finepoint Capital LP 4.17% of their portfolio | 369.1k $12.0m | Reduced -44.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 367.2k $12.0m | Added +22.3k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 351.2k $11.5m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 345.1k $11.3m | Reduced -56.1k |
| DAFNA Capital Management LLC 2.97% of their portfolio | 332.7k $10.9m | Added +56.2k |
| UBS Group AG 0.00% of their portfolio | 301.5k $9.8m | Added +51.2k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 278.4k $9.1m | Reduced -178.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 271.9k $8.9m | Added +12.8k |
| PINNACLE ASSOCIATES LTD 0.15% of their portfolio | 270.4k $8.8m | Reduced -9.6k |
| Legal & General Group Plc 0.00% of their portfolio | 268.5k $8.8m | Added +30 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 261.0k $8.5m | Reduced -942.3k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 255.4k $8.3m | Reduced -489.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 244.3k $9.3m | Reduced -131.5k |
| Man Group plc 0.02% of their portfolio | 244.1k $8.0m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 238.6k $7.8m | Added +18.9k |
| Rafferty Asset Management, LLC 0.04% of their portfolio | 224.4k $7.3m | Added +33.3k |
| Ally Bridge Group (NY) LLC 8.83% of their portfolio | 223.4k $7.3m | Unchanged |
| Tekla Capital Management LLC 0.28% of their portfolio | 219.0k $7.1m | Unchanged |
| ExodusPoint Capital Management, LP 0.08% of their portfolio | 212.9k $6.9m | Reduced -57.6k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 210.3k $6.9m | Added +10.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 201.1k $6.6m | Reduced -18.4k |
| Rhenman & Partners Asset Management AB 0.69% of their portfolio | 200.0k $6.5m | Reduced -5.0k |
| Swiss National Bank 0.00% of their portfolio | 197.7k $6.4m | Added +3.7k |
| Polar Asset Management Partners Inc. 0.12% of their portfolio | 190.4k $6.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 183.6k $6.0m | Added +40.5k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 180.7k $5.9m | Reduced -18.7k |
| Nantahala Capital Management, LLC 0.71% of their portfolio | 179.3k $5.8m | Added +149.3k |
| CITIGROUP INC 0.01% of their portfolio | 175.5k $5.7m | Reduced -50.4k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 169.8k $5.5m | Added +3.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 167.9k $5.5m | Reduced -43.6k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 160.4k $5.2m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 147.4k $4.8m | Added +66.6k |
| BARCLAYS PLC 0.00% of their portfolio | 145.3k $4.7m | Reduced -195.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 132.7k $4.3m | Reduced -500 |
| Opaleye Management Inc. 1.01% of their portfolio | 130.0k $4.2m | Reduced -77.5k |
| California Public Employees Retirement System 0.00% of their portfolio | 127.4k $4.2m | Reduced -8.2k |
| Affinity Asset Advisors, LLC 1.61% of their portfolio | 125.1k $4.1m | Reduced -96.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 124.6k $4.1m | Added +22.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 122.4k $4.0m | Reduced -45.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 119.2k $3.9m | Added +26.2k |
| SECTORAL ASSET MANAGEMENT INC 0.64% of their portfolio | 117.1k $3.8m | Added +33.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 115.5k $4.1m | Unchanged |
| Palo Alto Investors LP 0.29% of their portfolio | 111.7k $3.6m | Unchanged |
| THORNBURG INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 111.0k $3.6m | Added +20.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 110.9k $3.6m | Added +1.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 108.1k $3.5m | Added +7.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 106.1k $3.5m | Reduced -31.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 102.7k $3.3m | Added +29.2k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 101.3k $3.3m | Added +66.7k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 99.1k $3.2m | Reduced -4.6k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 95.6k $3.1m | Reduced -6.9k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 91.5k $3.0m | Reduced -2.3k |
| Moody Aldrich Partners LLC 0.57% of their portfolio | 89.3k $2.9m | Reduced -270 |
| PDT Partners, LLC 0.39% of their portfolio | 87.7k $2.9m | Reduced -112 |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 82.2k $2.7m | Reduced -3.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 81.1k $2.6m | Reduced -1.8k |
| TD Asset Management Inc 0.00% of their portfolio | 73.3k $2.4m | Reduced -600 |
| Weiss Multi-Strategy Advisers LLC 0.05% of their portfolio | 69.2k $2.3m | Added +5.3k |