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 ($184.1k this quarter). Holder counts are more reliable. Shares outstanding: 117.7m as of 2024-08-07, 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 ≈ $54.17. Options: 39 managers hold calls ($199.2m notional), 24 hold puts ($130.0m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 279 |
| Q1 2023 | 265 |
| Q2 2023 | 255 |
| Q3 2023 | 252 |
| Q4 2023 | 349 |
| Q1 2024 | 389 |
| Q2 2024 | 345 |
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 |
| Q3 2023 | 119 | 105 |
| Q4 2023 | 179 | 131 |
| Q1 2024 | 227 | 181 |
| Q2 2024 | 196 | 177 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $29.8m | $57.1m | 1.92 |
| Q4 2023 | $1.4bn | $829.4m | 0.59 |
| Q1 2024 | $509.9m | $495.2m | 0.97 |
| Q2 2024 | $199.2m | $130.0m | 0.65 |
Biggest buyers
| Darwin Global Management, Ltd. | New | +4.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +3.5m |
| T. Rowe Price Investment Management, Inc. | Added | +3.0m |
| BlackRock Inc. | Added | +2.3m |
| STATE STREET CORP | Added | +2.0m |
| VANGUARD GROUP INC | Added | +1.4m |
| RP Management, LLC | New | +980.4k |
| Polar Capital Holdings Plc | Added | +849.1k |
| JPMORGAN CHASE & CO | Added | +847.7k |
| Sarissa Capital Management LP | Added | +810.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.8m |
| MARSHALL WACE, LLP | Reduced | -878.6k |
| Invesco Ltd. | Reduced | -822.1k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -810.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -572.6k |
| Laurion Capital Management LP | Sold out | -519.9k |
| BARCLAYS PLC | Reduced | -479.9k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | Sold out | -461.0k |
| HRT FINANCIAL LP | Sold out | -430.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -419.4k |
Biggest calls
| ARMISTICE CAPITAL, LLC | Added | $54.2m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.2m335.3k shares |
| GROUP ONE TRADING LLC | Reduced | $16.0m294.8k shares |
| Pentwater Capital Management LP | Reduced | $15.2m280.0k shares |
| Balyasny Asset Management L.P. | Reduced | $10.9m201.1k shares |
| NOMURA HOLDINGS INC | Added | $9.2m170.0k shares |
| JANE STREET GROUP, LLC | Reduced | $9.1m168.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.4m154.9k shares |
| CITADEL ADVISORS LLC | Reduced | $7.7m141.2k shares |
| CITIGROUP INC | New | $6.5m119.7k shares |
Biggest puts
| Pentwater Capital Management LP | Unchanged | $49.9m920.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.7m289.8k shares |
| CITADEL ADVISORS LLC | Reduced | $12.6m231.9k shares |
| Caption Management, LLC | Reduced | $10.8m200.0k shares |
| GROUP ONE TRADING LLC | Reduced | $10.7m197.7k shares |
| NOMURA HOLDINGS INC | Reduced | $6.8m125.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.7m104.5k shares |
| JANE STREET GROUP, LLC | Reduced | $4.6m84.7k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $3.8m70.0k shares |
| HAP Trading, LLC | Reduced | $2.8m60.5k 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 2024
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 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 |
| Q3 2023 | 0 | — | 4 | $3.0m | $3.0m |
| Q4 2023 | 0 | — | 4 | $3.5m | $3.5m |
| Q1 2024 | 0 | — | 3 | $11.0m | $11.0m |
| Q2 2024 | 0 | — | 7 | $8.5m | $8.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-25 | Malik Fady Ibraham EVP Research & Development | Sold plan | $392.1k7.3k shares |
| 2024-06-17 | Blum Robert I President & CEO, director | Sold plan | $1.2m22.5k shares |
| 2024-06-17 | PARSHALL B LYNNE Director | Sold plan | $262.8k5.0k shares |
| 2024-06-11 | Malik Fady Ibraham EVP Research & Development | Sold plan | $413.1k7.8k shares |
| 2024-06-10 | Bhanji Muna Director | Sold plan | $104.1k2.0k shares |
| 2024-06-04 | Blum Robert I President & CEO, director | Sold plan | $1.1m22.5k shares |
| 2024-06-03 | Wong Robert VP, Chief Accounting Officer | Sold plan | $636.0k13.0k shares |
| 2024-06-03 | PARSHALL B LYNNE Director | Sold plan | $243.2k5.0k shares |
| 2024-06-03 | Harrington Robert Arthur Director | Sold plan | $76.9k1.6k shares |
| 2024-05-07 | Malik Fady Ibraham EVP Research & Development | Sold plan | $1.0m15.5k shares |
| 2024-04-25 | HENDERSON JOHN T Director | Sold plan | $681.7k10.6k shares |
| 2024-04-09 | Malik Fady Ibraham EVP Research & Development | Sold plan | $2.4m32.6k 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 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 14.7m $795.0m | Added +2.3m |
| FMR LLC 0.04% of their portfolio | 11.5m $624.3m | Added +622.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 11.4m $619.7m | Added +1.4m |
| T. Rowe Price Investment Management, Inc. 0.28% of their portfolio | 8.1m $441.0m | Added +3.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 7.5m $406.9m | Added +3.5m |
| STATE STREET CORP 0.02% of their portfolio | 6.5m $354.8m | Added +2.0m |
| Darwin Global Management, Ltd. 28.63% of their portfolio | 4.6m $246.1m | New |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 4.4m $237.4m | Reduced -396.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.7m $148.4m | Added +491.5k |
| RTW INVESTMENTS, LP 2.28% of their portfolio | 2.7m $147.4m | Added +196.1k |
| Polar Capital Holdings Plc 0.78% of their portfolio | 2.5m $133.0m | Added +849.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.4m $127.8m | Reduced -572.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.2m $120.5m | Added +847.7k |
| Boxer Capital, LLC 5.99% of their portfolio | 2.1m $113.8m | Unchanged |
| Vestal Point Capital, LP 8.38% of their portfolio | 2.1m $112.4m | Reduced -75.0k |
| ARMISTICE CAPITAL, LLC 2.93% of their portfolio | 2.1m $111.9m | Added +540.3k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.9m $101.8m | Added +109.1k |
| Pictet Asset Management Holding SA 0.11% of their portfolio | 1.8m $95.8m | Added +14.5k |
| PFM Health Sciences, LP 5.19% of their portfolio | 1.8m $95.2m | Unchanged |
| MARSHALL WACE, LLP 0.13% of their portfolio | 1.7m $90.9m | Reduced -878.6k |
| Melqart Asset Management (UK) Ltd 8.52% of their portfolio | 1.7m $90.8m | Added +692.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $69.5m | Added +171.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $61.7m | Added +446.7k |
| Pentwater Capital Management LP 1.31% of their portfolio | 1.1m $60.6m | Added +39.0k |
| Sarissa Capital Management LP 10.15% of their portfolio | 1.1m $60.1m | Added +810.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $59.9m | Reduced -1.8m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $57.9m | Added +168.5k |
| Integral Health Asset Management, LLC 5.39% of their portfolio | 1.0m $54.2m | Added +550.0k |
| RP Management, LLC 29.71% of their portfolio | 980.4k $53.1m | New |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 976.3k $52.9m | Added +179.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 925.7k $50.2m | Added +150.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.23% of their portfolio | 873.5k $47.3m | Added +142.1k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 859.0k $46.5m | Added +298.1k |
| ADAR1 Capital Management, LLC 9.32% of their portfolio | 853.9k $46.3m | Added +534.4k |
| ORBIMED ADVISORS LLC 0.88% of their portfolio | 812.9k $44.0m | Added +130.2k |
| NORGES BANK 0.01% of their portfolio | 799.7k $43.3m | Reduced -183.1k |
| BROWN ADVISORY INC 0.05% of their portfolio | 762.5k $41.3m | Added +3.0k |
| Hood River Capital Management LLC 0.83% of their portfolio | 737.6k $40.0m | Added +41.0k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 601.4k $32.6m | Reduced -73.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 555.1k $30.1m | Reduced -205.2k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 534.5k $29.0m | Reduced -4.3k |
| Invesco Ltd. 0.01% of their portfolio | 495.4k $26.8m | Reduced -822.1k |
| Artal Group S.A. 0.69% of their portfolio | 494.4k $26.8m | Reduced -12.2k |
| GREAT POINT PARTNERS LLC 4.92% of their portfolio | 474.2k $25.7m | Added +272.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 471.0k $25.5m | Added +105.0k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 463.4k $25.1m | Added +39.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 403.6k $21.9m | Reduced -161.7k |
| DAFNA Capital Management LLC 5.15% of their portfolio | 398.1k $21.6m | Unchanged |
| READYSTATE ASSET MANAGEMENT LP 1.01% of their portfolio | 394.2k $21.4m | Reduced -71.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 393.6k $21.3m | Reduced -38.0k |
| SPHERA FUNDS MANAGEMENT LTD. 3.40% of their portfolio | 384.9k $20.9m | Added +103.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 384.0k $20.8m | Added +29.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 379.3k $20.5m | Added +72.6k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 374.8k $20.3m | Added +10.1k |
| Aberdeen Group plc 0.04% of their portfolio | 369.2k $20.0m | Added +130.0k |
| TD Asset Management Inc 0.02% of their portfolio | 360.6k $19.5m | Added +76.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 355.1k $19.2m | Reduced -144.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 344.1k $18.6m | Added +50.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 331.4k $18.0m | Reduced -84.4k |
| UBS Group AG 0.00% of their portfolio | 299.6k $16.2m | Added +860 |
| First Turn Management, LLC 2.59% of their portfolio | 293.3k $15.9m | Reduced -137.0k |
| BARCLAYS PLC 0.01% of their portfolio | 282.4k $15.3m | Reduced -479.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 276.1k $15.0m | New |
| Saturn V Capital Management LP 5.57% of their portfolio | 272.0k $14.7m | Added +8.3k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 2.23% of their portfolio | 266.7k $14.4m | Added +150.7k |
| Rafferty Asset Management, LLC 0.05% of their portfolio | 265.1k $14.4m | Added +125.6k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 265.0k $14.4m | Reduced -42.6k |
| Finepoint Capital LP 3.94% of their portfolio | 256.4k $13.9m | Added +18.4k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.24% of their portfolio | 254.1k $13.8m | Unchanged |
| PINNACLE ASSOCIATES LTD 0.22% of their portfolio | 253.9k $13.8m | Reduced -3.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 253.5k $13.7m | Unchanged |
| THORNBURG INVESTMENT MANAGEMENT INC 0.19% of their portfolio | 252.8k $13.7m | Added +169.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 251.9k $13.7m | Added +134.0k |
| AXA S.A. 0.02% of their portfolio | 240.4k $13.0m | Added +120.2k |
| Cutter Capital Management, LP 3.91% of their portfolio | 236.9k $12.8m | New |
| Prosight Management, LP 3.72% of their portfolio | 230.0k $12.5m | Reduced -15.0k |
| Clearline Capital LP 0.98% of their portfolio | 207.7k $11.3m | Added +159.7k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 204.2k $11.1m | First filing |
| Opaleye Management Inc. 2.46% of their portfolio | 198.5k $10.8m | New |
| Woodline Partners LP 0.10% of their portfolio | 198.2k $10.7m | New |
| Rhenman & Partners Asset Management AB 1.03% of their portfolio | 197.5k $10.7m | Unchanged |
| Ghisallo Capital Management LLC 0.92% of their portfolio | 196.0k $10.6m | New |
| Swiss National Bank 0.01% of their portfolio | 195.5k $10.6m | Added +21.3k |
| Checkpoint Capital L.P. 6.21% of their portfolio | 190.0k $10.3m | Unchanged |
| SUPERSTRING CAPITAL MANAGEMENT LP 12.81% of their portfolio | 187.6k $10.2m | Reduced -91.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 179.7k $9.7m | Added +48.6k |
| Candriam S.C.A. 0.06% of their portfolio | 179.2k $9.7m | Reduced -313.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 173.8k $9.4m | Added +20.2k |
| Ikarian Capital, LLC 2.88% of their portfolio | 170.1k $9.2m | Added +25.0k |
| COMERICA BANK 0.04% of their portfolio | 166.2k $9.0m | Added +35.4k |
| Legal & General Group Plc 0.00% of their portfolio | 159.5k $8.6m | Added +16.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 158.2k $8.6m | Reduced -87.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 157.0k $8.5m | Reduced -419.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.04% of their portfolio | 155.8k $8.4m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 148.6k $8.0m | Added +32.4k |
| Retirement Systems of Alabama 0.03% of their portfolio | 141.5k $7.7m | Added +18.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 140.6k $7.6m | Added +14.2k |
| SG Americas Securities, LLC 0.05% of their portfolio | 138.1k $7.5m | Added +129.1k |
| Granahan Investment Management, LLC 0.30% of their portfolio | 136.9k $7.4m | New |
| Deep Track Capital, LP 0.21% of their portfolio | 132.5k $7.2m | New |