4D MOLECULAR THERAPEUTICS IN FDMT
COM · Common Stock · CUSIP 35104E100
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersEmeryville, CA
- 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 ($32.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.00. Options: 5 managers hold calls ($1.2m notional), 8 hold puts ($4.5m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 97 |
| Q1 2023 | 95 |
| Q2 2023 | 101 |
| Q3 2023 | 112 |
| Q4 2023 | 112 |
| Q1 2024 | 148 |
| Q2 2024 | 144 |
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 | 52 | 52 |
| Q1 2023 | 53 | 40 |
| Q2 2023 | 68 | 35 |
| Q3 2023 | 62 | 43 |
| Q4 2023 | 62 | 46 |
| Q1 2024 | 103 | 55 |
| Q2 2024 | 81 | 69 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $293.8k | $286.3k | 0.97 |
| Q4 2023 | $4.2m | $4.6m | 1.08 |
| Q1 2024 | $25.3m | $13.2m | 0.52 |
| Q2 2024 | $1.2m | $4.5m | 3.80 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
| Deep Track Capital, LP | Added | +1.0m |
| BlackRock Inc. | Added | +612.3k |
| PANAGORA ASSET MANAGEMENT INC | Added | +252.8k |
| VANGUARD GROUP INC | Added | +188.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +188.2k |
| BANK OF AMERICA CORP /DE/ | Added | +108.0k |
| EVENTIDE ASSET MANAGEMENT, LLC | Added | +105.0k |
| JANE STREET GROUP, LLC | Added | +104.0k |
| Squarepoint Ops LLC | Added | +95.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.2m |
| BRAIDWELL LP | Reduced | -683.0k |
| LMR Partners LLP | Sold out | -487.5k |
| UBS Group AG | Reduced | -307.1k |
| Candriam S.C.A. | Sold out | -269.0k |
| Integral Health Asset Management, LLC | Sold out | -250.0k |
| ArrowMark Colorado Holdings LLC | Reduced | -228.1k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -216.2k |
| Redmile Group, LLC | Reduced | -188.0k |
| Alyeska Investment Group, L.P. | Sold out | -113.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m49.7k shares |
| CITADEL ADVISORS LLC | Reduced | $123.8k5.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $23.0k1.1k shares |
| GROUP ONE TRADING LLC | Reduced | $4.2k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Hudson Bay Capital Management LP | New | $2.4m113.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $900.5k42.9k shares |
| JANE STREET GROUP, LLC | Reduced | $831.2k39.6k shares |
| CITADEL ADVISORS LLC | Added | $216.2k10.3k shares |
| GROUP ONE TRADING LLC | Reduced | $96.6k4.6k shares |
| CANTOR FITZGERALD, L. P. | New | $85.0k50.0k shares |
| SIMPLEX TRADING, LLC | New | $35.0k1.7k 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 |
|---|---|
| JANUS HENDERSON GROUP PLC 13G · institution +2.2 pts · filed 2026-04-07 | 10.3% |
| BIOTECHNOLOGY VALUE FUND L P 13G · passive investor no change · filed 2026-05-15 | 10.0% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor no change · filed 2026-05-15 | 9.9% |
| GOLDMAN SACHS GROUP INC 13G · institution -2.1 pts · filed 2026-02-09 | 7.5% |
| BlackRock, Inc. 13G · institution -1.2 pts · filed 2025-10-17 | 6.6% |
| Novo Holdings A/S 13G · passive investor -0.4 pts · filed 2026-02-17 | 6.4% |
| STATE STREET CORP 13G · institution new · filed 2026-05-12 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
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 | 0 | — | 2 | $2.2m | — |
| Q1 2023 | 0 | — | 2 | $1.1m | — |
| Q2 2023 | 0 | — | 2 | $294.6k | $175.2k |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $579.7k | $579.7k |
| Q1 2024 | 0 | — | 3 | $5.3m | $5.1m |
| Q2 2024 | 0 | — | 2 | $688.9k | $688.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-24 | Kirn David Chief Executive Officer, director | Sold plan | $298.7k12.9k shares |
| 2024-06-17 | Bizily Scott Chief Legal Officer | Sold plan | $41.5k1.8k shares |
| 2024-05-16 | Bizily Scott Chief Legal Officer | Sold plan | $44.5k1.8k shares |
| 2024-04-16 | Bizily Scott Chief Legal Officer | Sold plan | $45.0k1.8k shares |
| 2024-04-01 | Bizily Scott Chief Legal Officer | Sold plan | $259.1k8.2k 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 |
|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. 1.42% of their portfolio | 5.1m $107.0m | Added +46.7k |
| BlackRock Inc. 0.00% of their portfolio | 4.9m $102.8m | Added +612.3k |
| Venrock Adviser, LLC 5.88% of their portfolio | 4.4m $92.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 4.1m $86.8m | Added +1.1m |
| Deep Track Capital, LP 2.55% of their portfolio | 4.1m $85.2m | Added +1.0m |
| BVF INC/IL 2.31% of their portfolio | 3.9m $82.3m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 3.2m $67.1m | Reduced -682 |
| VIKING GLOBAL INVESTORS LP 0.24% of their portfolio | 2.9m $61.6m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $53.1m | Added +188.2k |
| STATE STREET CORP 0.00% of their portfolio | 2.1m $43.6m | Reduced -99.0k |
| Polar Capital Holdings Plc 0.22% of their portfolio | 1.7m $36.6m | Reduced -53.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $30.7m | Reduced -3.2m |
| NOVO HOLDINGS A/S 1.58% of their portfolio | 1.4m $29.4m | Unchanged |
| Redmile Group, LLC 1.36% of their portfolio | 1.1m $22.5m | Reduced -188.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $22.3m | Added +188.2k |
| FMR LLC 0.00% of their portfolio | 1.0m $21.3m | Added +47.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.32% of their portfolio | 881.2k $18.5m | Added +105.0k |
| ArrowMark Colorado Holdings LLC 0.21% of their portfolio | 850.2k $17.8m | Reduced -228.1k |
| Casdin Capital, LLC 1.28% of their portfolio | 800.0k $16.8m | Unchanged |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 706.0k $14.8m | Added +65.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 691.5k $14.5m | Reduced -113.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 532.7k $11.2m | Reduced -216.2k |
| Eagle Health Investments LP 1.74% of their portfolio | 462.9k $9.7m | Unchanged |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 456.3k $9.6m | Added +25.7k |
| BRAIDWELL LP 0.24% of their portfolio | 369.5k $7.8m | Reduced -683.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 367.5k $7.7m | Reduced -6.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 361.7k $7.6m | Reduced -19.4k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 354.9k $7.4m | Added +252.8k |
| Decheng Capital LLC 2.24% of their portfolio | 347.8k $7.3m | Unchanged |
| Opaleye Management Inc. 1.66% of their portfolio | 345.8k $7.3m | Added +1.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 337.9k $7.1m | Added +35.7k |
| Sofinnova Investments, Inc. 0.36% of their portfolio | 271.2k $5.7m | Added +73.0k |
| SPHERA FUNDS MANAGEMENT LTD. 0.83% of their portfolio | 242.5k $5.1m | Added +80.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 227.6k $4.8m | Added +108.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 185.9k $3.9m | Reduced -71.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 179.4k $3.8m | Added +9.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 176.8k $3.7m | Added +40.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 169.4k $3.6m | Added +38.0k |
| Perigon Wealth Management, LLC 0.09% of their portfolio | 146.2k $3.1m | Added +20 |
| Zimmer Partners, LP 0.06% of their portfolio | 138.8k $2.9m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 133.5k $2.8m | Added +104.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 124.3k $2.6m | Added +2.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 123.5k $2.6m | Added +14.7k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 121.0k $2.6m | Unchanged |
| Squarepoint Ops LLC 0.01% of their portfolio | 110.0k $2.3m | Added +95.4k |
| Soleus Capital Management, L.P. 0.20% of their portfolio | 108.6k $2.3m | Reduced -88.5k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 96.7k $2.0m | Added +95.0k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 95.6k $2.0m | Reduced -96.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 86.5k $1.8m | Added +62.1k |
| CITIGROUP INC 0.00% of their portfolio | 82.8k $1.7m | Reduced -70.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 78.3k $1.7m | Reduced -594 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 73.2k $1.5m | Reduced -15.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 72.9k $1.5m | Added +9.1k |
| UBS Group AG 0.00% of their portfolio | 67.1k $1.4m | Reduced -307.1k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 64.9k $1.4m | New |
| Engineers Gate Manager LP 0.03% of their portfolio | 63.0k $1.3m | Added +45.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 59.5k $1.2m | Added +33.4k |
| TWINBEECH CAPITAL LP 0.02% of their portfolio | 58.6k $1.2m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 55.9k $1.2m | Added +19.3k |
| Swiss National Bank 0.00% of their portfolio | 55.4k $1.2m | Added +1.5k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 49.9k $1.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 47.7k $1.0m | Added +15.6k |
| BARCLAYS PLC 0.00% of their portfolio | 47.6k $1.0m | Reduced -173 |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 44.6k $936.2k | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 43.4k $911.5k | Reduced -322 |
| ALPS ADVISORS INC 0.01% of their portfolio | 40.4k $847.1k | Added +5.2k |
| Privium Fund Management B.V. 0.21% of their portfolio | 40.0k $823.2k | Added +9.0k |
| Verition Fund Management LLC 0.01% of their portfolio | 39.4k $827.3k | New |
| PDT Partners, LLC 0.08% of their portfolio | 39.4k $826.1k | Reduced -20.8k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.03% of their portfolio | 36.6k $767.6k | Reduced -4.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 35.3k $741.1k | Added +8.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.0k $714.1k | Added +17.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 33.8k $710.4k | Added +22.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.0k $631.0k | Added +6.1k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 30.0k $1.1m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 29.6k $622.1k | Added +4.5k |
| Jump Financial, LLC 0.01% of their portfolio | 29.4k $616.4k | Added +326 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 29.1k $610.7k | Added +606 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 29.1k $610.5k | Added +8.0k |
| M&T Bank Corp 0.00% of their portfolio | 29.0k $609.0k | Reduced -334 |
| Trexquant Investment LP 0.01% of their portfolio | 28.4k $595.8k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 27.5k $577.7k | Reduced -3.9k |
| Invesco Ltd. 0.00% of their portfolio | 27.5k $576.2k | Reduced -217 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 26.8k $562.7k | First filing |
| Peloton Wealth Strategists 0.22% of their portfolio | 25.0k $525.0k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 24.7k $519.3k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 21.0k $441.7k | Added +3.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 21.0k $441.5k | Added +1.8k |
| Parallel Advisors, LLC 0.01% of their portfolio | 19.8k $415.1k | Added +19.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.0k $398.3k | Added +3.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.2k $383.0k | Added +3.9k |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 18.0k $377.0k | Reduced -6.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 17.4k $366.0k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 16.8k $351.6k | Added +3.5k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 16.6k $348.2k | Added +2.8k |
| Bellevue Group AG 0.01% of their portfolio | 15.7k $329.5k | Unchanged |
| SHERBROOKE PARK ADVISERS LLC 0.06% of their portfolio | 15.6k $327.0k | New |
| HighVista Strategies LLC 0.12% of their portfolio | 15.5k $326.0k | Unchanged |
| Graham Capital Management, L.P. 0.01% of their portfolio | 14.6k $307.5k | New |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 14.5k $303.7k | New |