EDGEWISE THERAPEUTICS INC EWTX
COM · Common Stock · CUSIP 28036F105
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBoulder, CO
- 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. Holder counts are more reliable. Shares outstanding: 93.4m 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 ≈ $18.24. Options: 4 managers hold calls ($407.9k notional), 2 hold puts ($270.0k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 94 |
| Q4 2022 | 91 |
| Q1 2023 | 86 |
| Q2 2023 | 96 |
| Q3 2023 | 86 |
| Q4 2023 | 117 |
| Q1 2024 | 130 |
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 | 30 |
| Q1 2023 | 40 | 38 |
| Q2 2023 | 53 | 26 |
| Q3 2023 | 50 | 35 |
| Q4 2023 | 77 | 26 |
| Q1 2024 | 91 | 47 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $124.0k | $46.5k | 0.38 |
| Q3 2023 | $6.3k | $1.7k | 0.27 |
| Q4 2023 | $362.9k | $72.2k | 0.20 |
| Q1 2024 | $407.9k | $270.0k | 0.66 |
Biggest buyers
| RA CAPITAL MANAGEMENT, L.P. | New | +8.9m |
| BAKER BROS. ADVISORS LP | Added | +2.7m |
| Paradigm Biocapital Advisors LP | New | +2.4m |
| TCG Crossover Management, LLC | New | +2.3m |
| VANGUARD GROUP INC | Added | +1.9m |
| BlackRock Inc. | Added | +1.9m |
| Venrock Adviser, LLC | New | +1.8m |
| PERCEPTIVE ADVISORS LLC | Added | +1.8m |
| Driehaus Capital Management LLC | Added | +872.8k |
| GOLDMAN SACHS GROUP INC | Added | +865.9k |
Biggest sellers
| NOVO HOLDINGS A/S | Sold out | -6.1m |
| VIKING GLOBAL INVESTORS LP | Reduced | -2.8m |
| Deep Track Capital, LP | Sold out | -2.5m |
| EcoR1 Capital, LLC | Reduced | -2.2m |
| Hudson Bay Capital Management LP | Sold out | -1.2m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Reduced | -1.1m |
| Logos Global Management LP | Sold out | -950.0k |
| BARCLAYS PLC | Reduced | -691.7k |
| Point72 Asset Management, L.P. | Sold out | -501.3k |
| Granahan Investment Management, LLC | Reduced | -466.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $268.1k14.7k shares |
| GROUP ONE TRADING LLC | Reduced | $136.8k7.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $270.0k14.8k 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 |
|---|---|
ORBIMED ADVISORS LLC
13D · may seek influence
filed 2025-05-12
Stated purposeThe Reporting Persons from time to time intend to review their investment in the Issuer on the basis of various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the securities markets in general and those for the Issuer's Shares in particular, as well as other developments and other investment opportunities. Based upon such review, the Reporting Persons will take such actions in the future as the Reporting Persons may deem appropriate in light of the circumstances existing from time to time. If the Reporting Persons believe that further investment in the Issuer is attractive, whether because of the market price of Shares or otherwise, they may acquire Shares or other securities of the Issuer either… Full filing |
14.5% |
| Paradigm Biocapital Advisors LP 13G · passive investor +3.3 pts · filed 2026-08-14 | 9.5% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor -2.1 pts · filed 2026-08-14 | 7.8% |
| JANUS HENDERSON GROUP PLC 13G · institution +0.8 pts · filed 2026-05-15 | 5.5% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 5.5% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 5.1% |
Fell to 5% or below in the last year: BAKER BROS. ADVISORS LP (3.4%, 2026-08-14), Novo Holdings A/S (4.9%, 2026-04-27)
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 | 2 | $995.0k | 1 | $1.2m | — |
| Q3 2022 | 2 | $5.0m | 1 | $214.8k | — |
| Q4 2022 | 0 | — | 1 | $46.2k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 6 | $116.0k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $101.0k | 2 | $1.7m | — |
| Q1 2024 | 2 | $5.0m | 3 | $2.2m | $2.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-09 | MOORE JOHN R General Counsel | Sold plan | $160.7k8.0k shares |
| 2024-02-09 | Derakhshan Behrad Chief Business Officer | Sold plan | $96.2k4.8k shares |
| 2024-02-08 | Derakhshan Behrad Chief Business Officer | Sold plan | $92.0k4.6k shares |
| 2024-02-08 | MOORE JOHN R General Counsel | Sold plan | $76.3k3.8k shares |
| 2024-02-07 | MOORE JOHN R General Counsel | Sold plan | $359.9k18.0k shares |
| 2024-02-07 | Derakhshan Behrad Chief Business Officer | Sold plan | $12.0k600 shares |
| 2024-01-23 | ORBIMED ADVISORS LLC +2 Director · See footnotes | Bought | $5.0m454.5k shares |
| 2024-01-23 | Thompson Peter A. Director · See footnotes | Bought | $5.0m454.5k shares |
| 2024-01-23 | Carruthers R Michael Chief Financial Officer | Sold plan | $1.4m90.0k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| ORBIMED ADVISORS LLC 5.03% of their portfolio | 15.0m $274.0m | Added +454.5k |
| RA CAPITAL MANAGEMENT, L.P. 2.07% of their portfolio | 8.9m $162.5m | New |
| FMR LLC 0.01% of their portfolio | 6.4m $116.1m | Reduced -126.8k |
| BAKER BROS. ADVISORS LP 1.34% of their portfolio | 5.8m $106.5m | Added +2.7m |
| BlackRock Inc. 0.00% of their portfolio | 5.2m $94.2m | Added +1.9m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.0m $73.3m | Added +1.9m |
| VIKING GLOBAL INVESTORS LP 0.23% of their portfolio | 3.3m $60.9m | Reduced -2.8m |
| Frazier Life Sciences Management, L.P. 2.54% of their portfolio | 3.3m $60.3m | Added +636.4k |
| Cormorant Asset Management, LP 2.42% of their portfolio | 3.0m $54.8m | Added +454.5k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.91% of their portfolio | 2.9m $52.4m | Reduced -1.1m |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.7m $49.6m | Added +133.4k |
| Paradigm Biocapital Advisors LP 1.57% of their portfolio | 2.4m $44.6m | New |
| PERCEPTIVE ADVISORS LLC 0.75% of their portfolio | 2.3m $42.3m | Added +1.8m |
| TCG Crossover Management, LLC 3.28% of their portfolio | 2.3m $41.5m | New |
| Venrock Adviser, LLC 1.58% of their portfolio | 1.8m $33.2m | New |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.8m $32.9m | Added +590.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $31.9m | Added +865.9k |
| New Leaf Venture Partners, L.L.C. 24.80% of their portfolio | 1.6m $28.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $25.0m | Added +422.9k |
| Driehaus Capital Management LLC 0.23% of their portfolio | 1.3m $23.1m | Added +872.8k |
| EcoR1 Capital, LLC 0.58% of their portfolio | 1.3m $22.8m | Reduced -2.2m |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $22.1m | Added +318.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $20.5m | Added +673.8k |
| Artal Group S.A. 0.38% of their portfolio | 811.7k $14.8m | New |
| Opaleye Management Inc. 2.64% of their portfolio | 665.0k $12.1m | Reduced -34.0k |
| Parkman Healthcare Partners LLC 1.46% of their portfolio | 653.7k $11.9m | Added +2.0k |
| Granahan Investment Management, LLC 0.39% of their portfolio | 608.0k $11.1m | Reduced -466.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 559.3k $10.2m | Reduced -211.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 532.3k $9.7m | Added +400.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 499.5k $9.1m | Added +136.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 497.2k $9.1m | Added +166.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 473.7k $8.6m | Added +441.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 472.9k $8.6m | Added +132.0k |
| MPM BIOIMPACT LLC 1.30% of their portfolio | 441.3k $8.0m | New |
| Woodline Partners LP 0.07% of their portfolio | 405.1k $7.4m | Added +920 |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 392.7k $7.2m | Added +223.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 338.0k $6.2m | Added +184.7k |
| Candriam S.C.A. 0.04% of their portfolio | 329.0k $6.0m | Added +21.0k |
| DAFNA Capital Management LLC 1.27% of their portfolio | 306.2k $5.6m | Reduced -143.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 299.3k $5.5m | Added +37.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 293.3k $5.3m | Reduced -49.6k |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 284.6k $5.2m | Reduced -34.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 212.3k $3.9m | Added +66.1k |
| ADAR1 Capital Management, LLC 0.90% of their portfolio | 180.9k $3.3m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 175.9k $3.2m | New |
| Trexquant Investment LP 0.05% of their portfolio | 126.3k $2.3m | Added +70.7k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 103.2k $1.9m | Added +101.5k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 92.4k $1.7m | Added +51.5k |
| BARCLAYS PLC 0.00% of their portfolio | 87.2k $1.6m | Reduced -691.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 85.7k $1.6m | Added +5.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 84.2k $1.5m | Added +19.9k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 80.0k $1.4m | Unchanged |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio | 75.1k $1.4m | Reduced -39.6k |
| GSA CAPITAL PARTNERS LLP 0.11% of their portfolio | 74.5k $1.4m | Added +21.9k |
| UBS Group AG 0.00% of their portfolio | 74.1k $1.4m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 68.7k $1.3m | Reduced -2.0k |
| Swiss National Bank 0.00% of their portfolio | 67.3k $1.2m | Added +17.2k |
| Quantum Private Wealth, LLC 0.45% of their portfolio | 66.7k $1.2m | Added +3.5k |
| ALPS ADVISORS INC 0.01% of their portfolio | 65.7k $1.2m | Added +22.4k |
| Lighthouse Investment Partners, LLC 0.07% of their portfolio | 60.9k $1.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.1k $1.0m | Added +18.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 54.6k $996.2k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 53.8k $980.6k | Reduced -8.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 45.4k $828.0k | Reduced -19.3k |
| CITIGROUP INC 0.00% of their portfolio | 36.9k $673.9k | Added +29.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.5k $665.2k | Added +6.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 32.4k $591.2k | Added +8.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 30.6k $557.8k | Added +13.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 29.9k $546.0k | Added +6.6k |
| Legal & General Group Plc 0.00% of their portfolio | 28.5k $519.7k | Added +11.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 28.4k $518.3k | Added +7.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 27.1k $495.1k | Reduced -17.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 26.9k $490.1k | Reduced -27.6k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 26.8k $489.6k | New |
| PDT Partners, LLC 0.05% of their portfolio | 26.4k $480.8k | Reduced -2.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 25.3k $461.0k | Added +4.9k |
| Squarepoint Ops LLC 0.00% of their portfolio | 24.9k $453.3k | Added +13.2k |
| Invesco Ltd. 0.00% of their portfolio | 21.1k $385.7k | Added +4.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.4k $372.7k | Added +7.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 20.2k $367.8k | Added +2.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 20.0k $364.9k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 19.6k $357.5k | New |
| DENALI ADVISORS LLC 0.10% of their portfolio | 19.2k $350.2k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 18.3k $333.7k | Added +111 |
| China Universal Asset Management Co., Ltd. 0.04% of their portfolio | 17.9k $326.1k | Added +10.5k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 17.3k $152.3k | Reduced -3.5k |
| ProShare Advisors LLC 0.00% of their portfolio | 16.9k $308.0k | Added +5.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 16.8k $305.8k | Added +365 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 16.6k $111.1k | Reduced -220 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 16.4k $300.0k | Reduced -109.6k |
| Castleview Partners, LLC 0.17% of their portfolio | 16.2k $295.6k | New |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 14.9k $271.8k | New |
| EntryPoint Capital, LLC 0.23% of their portfolio | 14.2k $259.3k | Added +496 |
| XTX Topco Ltd 0.03% of their portfolio | 14.0k $256.3k | Reduced -3.1k |
| OXFORD ASSET MANAGEMENT LLP 0.27% of their portfolio | 13.6k $248.3k | Not comparable |
| Nantahala Capital Management, LLC 0.02% of their portfolio | 13.4k $243.9k | New |
| Corton Capital Inc. 0.09% of their portfolio | 13.0k $237.9k | Reduced -7.2k |
| Entropy Technologies, LP 0.02% of their portfolio | 12.7k $231.0k | New |
| STRS OHIO 0.00% of their portfolio | 12.6k $229.0k | New |
| FOX RUN MANAGEMENT, L.L.C. 0.04% of their portfolio | 10.8k $197.2k | New |