DYNE THERAPEUTICS INC DYN
COM · Common Stock · CUSIP 26818M108
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersWaltham, MA
- 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 ($5.4m this quarter). Holder counts are more reliable. Shares outstanding: 87.4m as of 2024-04-30, 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 ≈ $28.39. Options: 9 managers hold calls ($4.7m notional), 8 hold puts ($10.8m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 102 |
| Q4 2022 | 114 |
| Q1 2023 | 128 |
| Q2 2023 | 119 |
| Q3 2023 | 115 |
| Q4 2023 | 125 |
| Q1 2024 | 170 |
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 | 53 | 43 |
| Q1 2023 | 76 | 35 |
| Q2 2023 | 72 | 52 |
| Q3 2023 | 57 | 45 |
| Q4 2023 | 64 | 53 |
| Q1 2024 | 131 | 43 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $45.9k | $178.9k | 3.90 |
| Q3 2023 | $3.0m | $81.5k | 0.03 |
| Q4 2023 | $16.0m | $5.8m | 0.36 |
| Q1 2024 | $4.7m | $10.8m | 2.30 |
Biggest buyers
| RA CAPITAL MANAGEMENT, L.P. | New | +5.0m |
| RTW INVESTMENTS, LP | New | +3.1m |
| JANUS HENDERSON GROUP PLC | Added | +2.7m |
| Deep Track Capital, LP | Added | +2.6m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +2.3m |
| FMR LLC | Added | +1.9m |
| STATE STREET CORP | Added | +1.9m |
| FCPM III SERVICES B.V. | Added | +1.7m |
| BlackRock Inc. | Added | +1.6m |
| CITADEL ADVISORS LLC | Added | +1.2m |
Biggest sellers
| Atlas Venture Life Science Advisors, LLC | Reduced | -1.9m |
| Vida Ventures Advisors, LLC | Reduced | -1.7m |
| MPM ASSET MANAGEMENT LLC | Reduced | -1.5m |
| WASATCH ADVISORS LP | Reduced | -1.3m |
| Frazier Life Sciences Management, L.P. | Sold out | -1.2m |
| MORGAN STANLEY | Reduced | -1.2m |
| Commodore Capital LP | Sold out | -900.0k |
| Nantahala Capital Management, LLC | Reduced | -850.3k |
| AXA S.A. | Reduced | -822.1k |
| BRAIDWELL LP | Sold out | -755.8k |
Biggest calls
| D. E. Shaw & Co., Inc. | New | $1.4m50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m37.3k shares |
| Shay Capital LLC | New | $616.1k21.7k shares |
| CITADEL ADVISORS LLC | Added | $573.5k20.2k shares |
| GROUP ONE TRADING LLC | Added | $562.1k19.8k shares |
| JANE STREET GROUP, LLC | New | $272.5k9.6k shares |
| SIMPLEX TRADING, LLC | Added | $170.0k6.0k shares |
| Belvedere Trading LLC | Reduced | $11.4k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $3.5m122.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m105.7k shares |
| GTS SECURITIES LLC | Added | $1.7m58.2k shares |
| CITADEL ADVISORS LLC | Added | $993.6k35.0k shares |
| JANE STREET GROUP, LLC | New | $962.4k33.9k shares |
| GROUP ONE TRADING LLC | Added | $394.6k13.9k shares |
| Belvedere Trading LLC | Reduced | $298.1k10.5k 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 +2.5 pts · filed 2026-05-15 | 18.7% |
| Janus Henderson Group Ltd. 13G · institution -1.0 pts · filed 2026-08-13 | 7.3% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-07-28 | 7.0% |
| FMR LLC 13G · institution +1.4 pts · filed 2026-08-06 | 6.8% |
Fell to 5% or below in the last year: Atlas Venture Fund XI, L.P. (2.4%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-26), RA CAPITAL MANAGEMENT, L.P. (0.0%, 2025-11-14)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 1 | $10.0m | 6 | $2.7m | — |
| Q1 2023 | 0 | — | 6 | $772.1k | — |
| Q2 2023 | 0 | — | 6 | $4.9m | $28.6k |
| Q3 2023 | 0 | — | 6 | $333.7k | $13.2k |
| Q4 2023 | 0 | — | 6 | $303.7k | $87.6k |
| Q1 2024 | 1 | $30.0m | 7 | $74.3m | $74.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-12 | Farwell Wildon Chief Medical Officer | Sold plan | $26.3k1.0k shares |
| 2024-03-11 | Brumm Joshua T CEO & President, director | Sold plan | $1.7m66.4k shares |
| 2024-03-11 | McNeill Jonathan Chief Business Officer | Sold plan | $499.8k19.6k shares |
| 2024-03-11 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $67.5k2.7k shares |
| 2024-03-11 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $58.9k2.3k shares |
| 2024-03-11 | Beskrovnaya Oxana Chief Scientific Officer | Sold plan | $53.5k2.1k shares |
| 2024-03-11 | Farwell Wildon Chief Medical Officer | Sold plan | $40.7k1.6k shares |
| 2024-03-08 | Brumm Joshua T CEO & President, director | Sold plan | $9.4m363.3k shares |
| 2024-03-08 | McNeill Jonathan Chief Business Officer | Sold plan | $2.4m90.0k shares |
| 2024-03-08 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $2.3m86.3k shares |
| 2024-03-08 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $725.3k27.2k shares |
| 2024-03-07 | Farwell Wildon Chief Medical Officer | Sold plan | $256.6k9.9k shares |
| 2024-03-07 | Brumm Joshua T CEO & President, director | Sold plan | $234.9k9.1k shares |
| 2024-03-07 | McNeill Jonathan Chief Business Officer | Sold plan | $62.9k2.4k shares |
| 2024-03-07 | Beskrovnaya Oxana Chief Scientific Officer | Sold plan | $61.3k2.4k shares |
| 2024-03-07 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $58.8k2.3k shares |
| 2024-03-07 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $41.1k1.6k shares |
| 2024-03-01 | Brumm Joshua T CEO & President, director | Sold plan | $2.7m94.5k shares |
| 2024-03-01 | Rhodes Jason P Director · See footnote | Sold plan | $1.4m46.5k shares |
| 2024-03-01 | Atlas Venture Opportunity Fund I, L.P. +5 10% owner | Sold plan | $884.5k29.4k shares |
| 2024-03-01 | McNeill Jonathan Chief Business Officer | Sold plan | $694.5k24.3k shares |
| 2024-03-01 | Atlas Venture Opportunity Fund I, L.P. +5 10% owner · See footnote | Sold plan | $513.8k17.1k shares |
| 2024-03-01 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $263.0k9.3k shares |
| 2024-02-29 | Brumm Joshua T CEO & President, director | Sold plan | $151.8k5.5k shares |
| 2024-02-29 | McNeill Jonathan Chief Business Officer | Sold plan | $117.4k4.3k shares |
| 2024-02-29 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $94.3k3.4k shares |
| 2024-02-28 | Rhodes Jason P Director · See footnote | Sold plan | $4.7m190.9k shares |
| 2024-02-28 | Atlas Venture Fund XI, L.P. +8 10% owner | Sold plan | $3.8m154.7k shares |
| 2024-02-28 | Atlas Venture Fund XI, L.P. +8 10% owner · See footnote | Sold plan | $900.2k36.2k shares |
| 2024-02-28 | Farwell Wildon Chief Medical Officer | Sold plan | $10.2k407 shares |
The latest 30 of 62 trades.
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 2024
| Manager | Shares | Change |
|---|---|---|
| Atlas Venture Life Science Advisors, LLC 21.01% of their portfolio | 8.0m $227.7m | Reduced -1.9m |
| FCPM III SERVICES B.V. 31.49% of their portfolio | 7.8m $222.7m | Added +1.7m |
| BlackRock Inc. 0.00% of their portfolio | 5.4m $153.0m | Added +1.6m |
| RA CAPITAL MANAGEMENT, L.P. 1.79% of their portfolio | 5.0m $140.7m | New |
| Deep Track Capital, LP 3.72% of their portfolio | 4.6m $129.3m | Added +2.6m |
| CITADEL ADVISORS LLC 0.12% of their portfolio | 4.3m $120.8m | Added +1.2m |
| STATE STREET CORP 0.01% of their portfolio | 4.2m $119.1m | Added +1.9m |
| MPM ASSET MANAGEMENT LLC 39.97% of their portfolio | 3.5m $98.0m | Reduced -1.5m |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.4m $97.7m | Added +1.1m |
| FMR LLC 0.01% of their portfolio | 3.2m $91.4m | Added +1.9m |
| RTW INVESTMENTS, LP 1.30% of their portfolio | 3.1m $87.8m | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.9m $81.9m | Reduced -1.2m |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 2.7m $75.9m | Added +2.7m |
| TCG Crossover Management, LLC 5.95% of their portfolio | 2.7m $75.2m | Added +1.0m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.12% of their portfolio | 2.3m $66.0m | New |
| Venrock Adviser, LLC 2.94% of their portfolio | 2.2m $61.7m | Unchanged |
| Sofinnova Investments, Inc. 3.24% of their portfolio | 1.9m $55.0m | Added +923.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.8m $50.6m | Reduced -130.6k |
| Logos Global Management LP 5.17% of their portfolio | 1.7m $49.1m | Reduced -150.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $47.2m | Added +500.3k |
| Vivo Capital, LLC 3.65% of their portfolio | 1.6m $46.4m | Added +600.0k |
| Artal Group S.A. 1.11% of their portfolio | 1.5m $43.1m | Added +300.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $37.1m | Added +374.8k |
| Octagon Capital Advisors LP 4.29% of their portfolio | 1.2m $35.3m | Added +450.0k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.2m $34.3m | Added +1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.1m $32.1m | Added +1.1m |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 1.1m $31.2m | Added +725.2k |
| ARMISTICE CAPITAL, LLC 0.76% of their portfolio | 1.0m $28.4m | Added +176.0k |
| ORBIMED ADVISORS LLC 0.37% of their portfolio | 708.4k $20.1m | New |
| Woodline Partners LP 0.18% of their portfolio | 697.9k $19.8m | Added +262.4k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 686.4k $19.5m | Added +297.2k |
| Candriam S.C.A. 0.12% of their portfolio | 675.6k $19.2m | Reduced -88.0k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 611.3k $17.4m | Added +100.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 547.0k $15.5m | Added +124.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 534.8k $15.2m | Added +384.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 461.5k $13.1m | Added +130.0k |
| Rock Springs Capital Management LP 0.33% of their portfolio | 451.8k $12.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 440.5k $12.5m | Added +414.5k |
| Nantahala Capital Management, LLC 1.21% of their portfolio | 435.3k $12.4m | Reduced -850.3k |
| EcoR1 Capital, LLC 0.31% of their portfolio | 427.0k $12.1m | New |
| WASATCH ADVISORS LP 0.06% of their portfolio | 417.8k $11.9m | Reduced -1.3m |
| Vida Ventures Advisors, LLC 6.43% of their portfolio | 407.5k $11.6m | Reduced -1.7m |
| ArrowMark Colorado Holdings LLC 0.12% of their portfolio | 382.4k $10.9m | Unchanged |
| Rafferty Asset Management, LLC 0.04% of their portfolio | 344.4k $9.8m | Added +180.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 326.6k $9.3m | Reduced -478.9k |
| CITIGROUP INC 0.01% of their portfolio | 300.1k $8.5m | Added +228.5k |
| BAKER BROS. ADVISORS LP 0.10% of their portfolio | 285.0k $8.1m | New |
| AXA S.A. 0.02% of their portfolio | 278.6k $7.9m | Reduced -822.1k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 269.8k $7.7m | Reduced -5.9k |
| Invesco Ltd. 0.00% of their portfolio | 250.0k $7.1m | Added +174.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 235.3k $6.7m | Added +89.8k |
| UBS Group AG 0.00% of their portfolio | 233.3k $6.6m | Added +109.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 204.3k $5.8m | Added +33.7k |
| ACUTA CAPITAL PARTNERS, LLC 3.40% of their portfolio | 184.5k $5.2m | Added +36.7k |
| Atika Capital Management LLC 0.56% of their portfolio | 175.0k $5.0m | New |
| Monashee Investment Management LLC 0.57% of their portfolio | 170.0k $4.8m | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 169.0k $4.8m | Added +82.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 168.4k $4.8m | Reduced -111.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 152.6k $4.3m | Added +111.8k |
| Informed Momentum Co LLC 0.65% of their portfolio | 148.0k $4.2m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 145.2k $4.1m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 137.8k $3.9m | Unchanged |
| Artia Global Partners LP 0.83% of their portfolio | 119.5k $3.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 108.7k $3.1m | Added +25.8k |
| First Light Asset Management, LLC 0.23% of their portfolio | 105.9k $3.0m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 101.9k $2.9m | Added +1.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 100.7k $2.9m | Added +47.3k |
| SUPERSTRING CAPITAL MANAGEMENT LP 1.87% of their portfolio | 99.8k $2.8m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 98.3k $2.8m | Added +22.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 87.5k $2.5m | Added +69.0k |
| Lisanti Capital Growth, LLC 0.60% of their portfolio | 86.6k $2.5m | New |
| Swiss National Bank 0.00% of their portfolio | 85.2k $2.4m | Added +25.0k |
| BARCLAYS PLC 0.00% of their portfolio | 84.0k $2.4m | Reduced -69.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 79.2k $2.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 76.9k $2.2m | Added +38.2k |
| Crestline Management, L.P. 0.20% of their portfolio | 75.0k $2.1m | New |
| TD Asset Management Inc 0.00% of their portfolio | 74.8k $2.1m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 64.3k $1.8m | Added +47.0k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 60.0k $1.7m | Added +20.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 57.0k $1.6m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 53.7k $1.5m | New |
| PROFUND ADVISORS LLC 0.06% of their portfolio | 53.4k $1.5m | Added +26.5k |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 49.7k $1.4m | Added +31.6k |
| NORGES BANK 0.00% of their portfolio | 47.3k $1.3m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.8k $1.3m | Added +10.3k |
| Legal & General Group Plc 0.00% of their portfolio | 44.1k $1.3m | Added +19.8k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 42.8k $1.2m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 40.3k $1.1m | Added +19.9k |
| Trexquant Investment LP 0.02% of their portfolio | 39.0k $1.1m | Added +16.2k |
| Campbell & CO Investment Adviser LLC 0.09% of their portfolio | 37.8k $1.1m | Added +19.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 36.4k $1.0m | Added +9.5k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% of their portfolio | 33.1k $940.4k | Reduced -24.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 32.4k $920.0k | New |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.16% of their portfolio | 31.3k $889.3k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 31.3k $888.1k | Added +5.9k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 30.9k $877.4k | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 30.5k $865.4k | Added +7.5k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 29.1k $827.2k | Added +7.0k |
| Ratan Capital Management LP 0.44% of their portfolio | 29.0k $823.3k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 28.6k $539.7k | Added +5.7k |