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 ($9.0m this quarter). Holder counts are more reliable. Shares outstanding: 100.4m as of 2024-08-09, 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 ≈ $35.29. Options: 6 managers hold calls ($6.1m notional), 4 hold puts ($973.2k).
Trends to Q2 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 |
| Q2 2024 | 194 |
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 |
| Q2 2024 | 124 | 66 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $3.0m | $81.5k | 0.03 |
| Q4 2023 | $16.0m | $5.8m | 0.36 |
| Q1 2024 | $4.7m | $10.8m | 2.30 |
| Q2 2024 | $6.1m | $973.2k | 0.16 |
Biggest buyers
| RTW INVESTMENTS, LP | Added | +3.3m |
| FMR LLC | Added | +2.1m |
| Holocene Advisors, LP | New | +2.1m |
| BlackRock Inc. | Added | +2.0m |
| JANUS HENDERSON GROUP PLC | Added | +1.9m |
| VANGUARD GROUP INC | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
| RA CAPITAL MANAGEMENT, L.P. | Added | +1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +1.0m |
| LORD, ABBETT & CO. LLC | New | +904.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.3m |
| MPM ASSET MANAGEMENT LLC | Reduced | -1.9m |
| Logos Global Management LP | Reduced | -1.2m |
| STATE STREET CORP | Reduced | -992.6k |
| Deep Track Capital, LP | Reduced | -555.4k |
| Nantahala Capital Management, LLC | Sold out | -435.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -415.0k |
| Point72 Asset Management, L.P. | Reduced | -328.9k |
| Sofinnova Investments, Inc. | Reduced | -310.9k |
| Ensign Peak Advisors, Inc | Reduced | -298.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $3.1m87.4k shares |
| Troluce Capital Advisors LLC | New | $1.8m50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $857.5k24.3k shares |
| CITADEL ADVISORS LLC | Reduced | $296.4k8.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $102.0k2.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $670.5k19.0k shares |
| CITADEL ADVISORS LLC | Reduced | $204.7k5.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $98.0k2.8k 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 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 | — | 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 |
| Q2 2024 | 0 | — | 5 | $7.0m | $6.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-24 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $360.8k10.2k shares |
| 2024-06-21 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $1.0m29.8k shares |
| 2024-06-12 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $1.3m40.0k shares |
| 2024-06-11 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $164.6k5.3k shares |
| 2024-06-11 | Farwell Wildon Chief Medical Officer | Sold plan | $82.4k2.6k shares |
| 2024-06-11 | Beskrovnaya Oxana Chief Scientific Officer | Sold | $66.9k2.1k shares |
| 2024-06-11 | McNeill Jonathan Chief Business Officer | Sold | $57.1k1.8k shares |
| 2024-06-11 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $41.7k1.3k shares |
| 2024-06-10 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $2.4m80.0k shares |
| 2024-06-10 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $48.1k1.6k shares |
| 2024-05-20 | Beskrovnaya Oxana Chief Scientific Officer | Sold plan | $1.0m30.4k shares |
| 2024-05-16 | McNeill Jonathan Chief Business Officer | Sold plan | $78.4k2.8k shares |
| 2024-05-16 | HIGH SUSANNA GATTI Chief Operating Officer | Sold plan | $77.4k2.7k shares |
| 2024-05-16 | Beskrovnaya Oxana Chief Scientific Officer | Sold plan | $76.5k2.7k shares |
| 2024-05-16 | Scalzo Richard William SVP, Head of Finance & Admin. | Sold plan | $73.2k2.6k shares |
| 2024-05-16 | Farwell Wildon Chief Medical Officer | Sold plan | $67.3k2.4k 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 |
|---|---|---|
| Atlas Venture Life Science Advisors, LLC 29.80% of their portfolio | 8.0m $283.0m | Unchanged |
| FCPM III SERVICES B.V. 40.83% of their portfolio | 7.8m $276.9m | Unchanged |
| BlackRock Inc. 0.01% of their portfolio | 7.4m $260.7m | Added +2.0m |
| RTW INVESTMENTS, LP 3.49% of their portfolio | 6.4m $225.4m | Added +3.3m |
| RA CAPITAL MANAGEMENT, L.P. 2.82% of their portfolio | 6.0m $213.5m | Added +1.1m |
| FMR LLC 0.01% of their portfolio | 5.3m $187.7m | Added +2.1m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.7m $166.5m | Added +1.3m |
| JANUS HENDERSON GROUP PLC 0.09% of their portfolio | 4.6m $163.2m | Added +1.9m |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 4.3m $152.3m | Added +61.7k |
| Deep Track Capital, LP 4.22% of their portfolio | 4.0m $141.2m | Reduced -555.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.22% of their portfolio | 3.3m $117.4m | Added +1.0m |
| STATE STREET CORP 0.00% of their portfolio | 3.2m $113.0m | Reduced -992.6k |
| TCG Crossover Management, LLC 9.75% of their portfolio | 2.7m $93.5m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.4m $83.5m | Added +1.2m |
| Venrock Adviser, LLC 4.89% of their portfolio | 2.2m $76.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.1m $74.0m | Added +434.7k |
| Holocene Advisors, LP 0.31% of their portfolio | 2.1m $73.3m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.8m $62.6m | Added +467.0k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.7m $60.5m | Reduced -68.8k |
| Vivo Capital, LLC 5.33% of their portfolio | 1.6m $57.7m | Unchanged |
| Sofinnova Investments, Inc. 3.62% of their portfolio | 1.6m $57.4m | Reduced -310.9k |
| MPM ASSET MANAGEMENT LLC 30.26% of their portfolio | 1.6m $55.1m | Reduced -1.9m |
| Artal Group S.A. 1.37% of their portfolio | 1.5m $53.5m | Reduced -1.0k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 1.3m $46.8m | Added +119.7k |
| Woodline Partners LP 0.42% of their portfolio | 1.2m $43.5m | Added +536.0k |
| FEDERATED HERMES, INC. 0.10% of their portfolio | 1.2m $42.9m | Added +114.9k |
| Octagon Capital Advisors LP 6.88% of their portfolio | 1.2m $41.7m | Reduced -62.1k |
| ARMISTICE CAPITAL, LLC 0.90% of their portfolio | 970.9k $34.3m | Reduced -29.1k |
| ArrowMark Colorado Holdings LLC 0.39% of their portfolio | 919.4k $32.4m | Added +537.0k |
| LORD, ABBETT & CO. LLC 0.05% of their portfolio | 904.4k $31.9m | New |
| ORBIMED ADVISORS LLC 0.50% of their portfolio | 708.4k $25.0m | Unchanged |
| BAKER BROS. ADVISORS LP 0.30% of their portfolio | 672.1k $23.7m | Added +387.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 633.6k $22.4m | Added +98.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 619.6k $21.9m | Added +72.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 601.1k $21.2m | Added +139.5k |
| MORGAN STANLEY 0.00% of their portfolio | 559.1k $19.7m | Reduced -2.3m |
| Candriam S.C.A. 0.11% of their portfolio | 533.3k $18.8m | Reduced -142.4k |
| Logos Global Management LP 1.08% of their portfolio | 530.0k $18.7m | Reduced -1.2m |
| EVENTIDE ASSET MANAGEMENT, LLC 0.29% of their portfolio | 485.0k $17.1m | New |
| LMR Partners LLP 0.36% of their portfolio | 477.0k $16.8m | New |
| Rock Springs Capital Management LP 0.49% of their portfolio | 461.0k $16.3m | Added +9.2k |
| EcoR1 Capital, LLC 0.46% of their portfolio | 427.0k $15.1m | Unchanged |
| AXA S.A. 0.02% of their portfolio | 420.3k $14.8m | Added +141.7k |
| Vida Ventures Advisors, LLC 15.73% of their portfolio | 407.5k $14.4m | Unchanged |
| First Light Asset Management, LLC 1.18% of their portfolio | 382.4k $13.5m | Added +276.5k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 357.5k $12.6m | Reduced -328.9k |
| WASATCH ADVISORS LP 0.06% of their portfolio | 335.6k $11.8m | Reduced -82.2k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 312.8k $11.0m | Reduced -298.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 311.5k $11.0m | Added +107.2k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 294.7k $10.4m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 273.6k $9.7m | Added +219.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 260.4k $9.2m | Added +183.4k |
| Invesco Ltd. 0.00% of their portfolio | 259.9k $9.2m | Added +9.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 255.4k $9.0m | Added +87.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 253.0k $8.9m | Added +107.9k |
| UBS Group AG 0.00% of their portfolio | 243.9k $8.6m | Added +10.6k |
| Ratan Capital Management LP 2.49% of their portfolio | 230.9k $8.1m | Added +201.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 226.4k $8.0m | Reduced -8.9k |
| Vestal Point Capital, LP 0.59% of their portfolio | 225.0k $7.9m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 215.5k $7.6m | Added +127.9k |
| ACUTA CAPITAL PARTNERS, LLC 6.32% of their portfolio | 212.5k $7.5m | Added +28.0k |
| Soleus Capital Management, L.P. 0.63% of their portfolio | 201.0k $7.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 195.0k $6.9m | Added +86.3k |
| Atika Capital Management LLC 0.74% of their portfolio | 181.5k $6.4m | Added +6.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 176.8k $6.2m | Added +24.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 171.2k $6.0m | Reduced -155.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 159.2k $5.6m | Added +150.2k |
| TD Asset Management Inc 0.01% of their portfolio | 152.2k $5.4m | Added +77.4k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 145.4k $5.1m | Reduced -199.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 142.3k $5.0m | Added +4.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 127.5k $4.5m | Added +96.3k |
| Global IMC LLC 1.01% of their portfolio | 127.2k $4.5m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 126.2k $4.5m | Added +61.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 126.0k $4.4m | New |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 124.0k $4.4m | Added +110.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 121.6k $4.3m | Added +23.3k |
| Artia Global Partners LP 1.08% of their portfolio | 119.5k $4.2m | Unchanged |
| Avoro Capital Advisors LLC 0.05% of their portfolio | 115.8k $4.1m | New |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 115.2k $4.1m | Reduced -154.6k |
| Informed Momentum Co LLC 0.62% of their portfolio | 107.2k $3.8m | Reduced -40.7k |
| NORGES BANK 0.00% of their portfolio | 107.1k $3.8m | Added +59.8k |
| Lisanti Capital Growth, LLC 0.90% of their portfolio | 106.1k $3.7m | Added +19.5k |
| Swiss National Bank 0.00% of their portfolio | 105.9k $3.7m | Added +20.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 105.7k $3.7m | Added +3.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 100.8k $3.6m | Reduced -68.2k |
| Affinity Asset Advisors, LLC 0.56% of their portfolio | 100.0k $3.5m | New |
| Integral Health Asset Management, LLC 0.35% of their portfolio | 100.0k $3.5m | New |
| Trek Financial, LLC 0.28% of their portfolio | 100.0k $3.5m | New |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 97.4k $3.4m | Added +69.9k |
| Crestline Management, L.P. 0.26% of their portfolio | 92.4k $3.3m | Added +17.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 88.4k $3.1m | New |
| Walleye Capital LLC 0.03% of their portfolio | 85.7k $3.0m | New |
| Monashee Investment Management LLC 0.39% of their portfolio | 85.0k $3.0m | Reduced -85.0k |
| Trexquant Investment LP 0.04% of their portfolio | 82.0k $2.9m | Added +43.0k |
| BARCLAYS PLC 0.00% of their portfolio | 79.1k $2.8m | Reduced -4.9k |
| Legal & General Group Plc 0.00% of their portfolio | 60.3k $2.1m | Added +16.2k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 60.0k $1.7m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 54.5k $1.9m | Added +9.7k |
| SEVEN EIGHT CAPITAL, LP 0.20% of their portfolio | 53.7k $1.9m | Added +35.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 51.5k $1.8m | Added +11.2k |