Vault-13

CYTOKINETICS INC CYTK 3.5 07.01.27

NOTE 3.500% 7/0 · US DOMESTIC · CUSIP 23282WAC4

26 institutional holders +2 vs Q1 2026
200,000200.0k shares reported held*
$187.2mreported value*
5 new 4 added 7 reduced 3 sold out net bought ≈ $411.1k (-2.8m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $936.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 48Q4 23: 57Q1 24: 50Q2 24: 52Q3 24: 47Q4 24: 47Q1 25: 46Q2 25: 44Q3 25: 25Q4 25: 26Q1 26: 24Q2 26: 2626Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 202348
Q4 202357
Q1 202450
Q2 202452
Q3 202447
Q4 202447
Q1 202546
Q2 202544
Q3 202525
Q4 202526
Q1 202624
Q2 202626

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 14 bought or addedQ3 24: 25 cut or sold outQ4 24: 17 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 20 bought or addedQ1 25: 21 cut or sold outQ2 25: 17 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 31 cut or sold outQ4 25: 12 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 11 cut or sold outQ2 26: 9 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241425
Q4 20241715
Q1 20252021
Q2 20251717
Q3 20251431
Q4 20251213
Q1 2026611
Q2 2026910

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +5,430,000+5.4m
Mirabaud Asset Management (France) SAS New +4,600,000+4.6m
WOLVERINE ASSET MANAGEMENT LLC New +3,329,000+3.3m
BNP PARIBAS ASSET MANAGEMENT Holding S.A. New +2,500,000+2.5m
TWO SIGMA INVESTMENTS, LP Added +2,000,000+2.0m
MORGAN STANLEY Added +1,920,000+1.9m
GOLDMAN SACHS GROUP INC Added +1,385,000+1.4m
SSI INVESTMENT MANAGEMENT LLC New +308,000+308.0k
CITIGROUP INC New +175,000+175.0k

Biggest sellers

FMR LLC Reduced -10,935,000-10.9m
Nuveen, LLC Reduced -2,830,000-2.8m
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Sold out -2,500,000-2.5m
WELLINGTON MANAGEMENT GROUP LLP Reduced -1,410,000-1.4m
Jefferies Financial Group Inc. Reduced -1,370,000-1.4m
JPMORGAN CHASE & CO Reduced -1,085,000-1.1m
ADVENT CAPITAL MANAGEMENT /DE/ Reduced -794,000-794.0k
SSI INVESTMENT MANAGEMENT LLC Sold out -308,000-308.0k
JANE STREET GROUP, LLC Reduced -171,000-171.0k
SG Americas Securities, LLC Sold out -2,100-2.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Balyasny Asset Management L.P. 0.11% of their portfolio Chicago, IL 35,644,00035.6m $60.7m $60.7m 0.11% Unchanged
2 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 15,770,00015.8m $26.8m $26.8m 0.02% Added +2.0m +2,000,000
3 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 11,416,00011.4m $194.3k $194.3k 0.00% Unchanged
4 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 11,170,00011.2m $19.0m $19.0m 0.00% Reduced -2.8m -2,830,000
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 10,588,00010.6m $18.0m $18.0m 0.00% Added +5.4m +5,430,000
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,081,0005.1m $8.6m $8.6m 0.00% Added +1.9m +1,920,000
7 CAPSTONE INVESTMENT ADVISORS, LLC 0.06% of their portfolio NEW YORK, NY 5,000,0005.0m $8.5m $8.5m 0.06% Unchanged
8 Mirabaud Asset Management (France) SAS 3.65% of their portfolio PARIS, I0 4,600,0004.6m $8.1m $8.1m 3.65% New
9 Jefferies Financial Group Inc. 0.06% of their portfolio NEW YORK, NY 4,000,0004.0m $6.9m $6.9m 0.06% Reduced -1.4m -1,370,000
10 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 3,780,0003.8m $6.5m $6.5m 0.00% Reduced -1.4m -1,410,000
11 WOLVERINE ASSET MANAGEMENT LLC 0.07% of their portfolio CHICAGO, IL 3,329,0003.3m $5.7m $5.7m 0.07% New
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 3,195,0003.2m $5.4m $5.4m 0.00% Added +1.4m +1,385,000
13 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio Paris, I0 2,500,0002.5m $4.3m $4.3m 0.00% New
14 FMR LLC 0.00% of their portfolio BOSTON, MA 1,605,0001.6m $2.7m $2.7m 0.00% Reduced -10.9m -10,935,000
15 Context Capital Management, LLC 0.05% of their portfolio LAJOLLA, CA 1,386,0001.4m $2.4m $2.4m 0.05% Unchanged
16 ADVENT CAPITAL MANAGEMENT /DE/ 0.01% of their portfolio NEW YORK, NY 346,000346.0k $589.0k $589.0k 0.01% Reduced -794.0k -794,000
17 SSI INVESTMENT MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 308,000308.0k $523.4k $523.4k 0.03% New
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 254,000254.0k $434.7k $434.7k 0.00% Reduced -171.0k -171,000
19 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 200,000200.0k $341.0k $341.0k 0.00% Unchanged
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 200,000200.0k $325.2k $325.2k 0.00% Unchanged
21 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 175,000175.0k $297.4k $297.4k 0.00% New
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 170,000170.0k $276.0k $276.0k 0.00% Unchanged
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 150,000150.0k $243.9k $243.9k 0.00% Reduced -1.1m -1,085,000
24 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 140,000140.0k $241.2k $241.2k 0.00% Unchanged
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 94,00094.0k $159.7k $159.7k 0.00% Unchanged
26 Erste Asset Management GmbH 0.00% of their portfolio VIENNA, C4 00 $0 $0 0.00% Unchanged