KYMERA THERAPEUTICS INC KYMR
COM · Common Stock · CUSIP 501575104 · ISIN US5015751044
Biopharmaceutical company
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersWatertown, MA
- Websitekymeratx.com
- 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 ($4.0m this quarter). Holder counts are more reliable. Shares outstanding: 55.4m as of 2023-07-28, 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 ≈ $23.01. Options: 6 managers hold calls ($1.9m notional), 4 hold puts ($442.9k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 129 |
| Q4 2022 | 121 |
| Q1 2023 | 128 |
| Q2 2023 | 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 | 60 | 61 |
| Q1 2023 | 62 | 49 |
| Q2 2023 | 66 | 50 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.7m | $2.0m | 0.75 |
| Q4 2022 | $30.2m | $9.4m | 0.31 |
| Q1 2023 | $22.0m | $2.6m | 0.12 |
| Q2 2023 | $1.9m | $442.9k | 0.24 |
Biggest buyers
| BAKER BROS. ADVISORS LP | Added | +1.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +531.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +340.5k |
| CITADEL ADVISORS LLC | Added | +279.4k |
| MARSHALL WACE, LLP | New | +263.9k |
| Rock Springs Capital Management LP | Added | +259.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +224.8k |
| ExodusPoint Capital Management, LP | New | +185.5k |
| WASATCH ADVISORS LP | Added | +161.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +100.9k |
Biggest sellers
| Bank of New York Mellon Corp | Reduced | -839.9k |
| EcoR1 Capital, LLC | Sold out | -796.1k |
| Redmile Group, LLC | Reduced | -542.3k |
| FMR LLC | Reduced | -496.5k |
| T. Rowe Price Investment Management, Inc. | Reduced | -357.7k |
| Invesco Ltd. | Reduced | -159.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -136.8k |
| STATE STREET CORP | Reduced | -106.5k |
| BlackRock Inc. | Reduced | -104.3k |
| CITIGROUP INC | Reduced | -96.2k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $588.5k25.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $358.0k15.6k shares |
| JANE STREET GROUP, LLC | Reduced | $349.4k15.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $344.9k15.0k shares |
| GROUP ONE TRADING LLC | Reduced | $218.4k9.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $379.3k16.5k shares |
| CITADEL ADVISORS LLC | Reduced | $50.6k2.2k shares |
| SIMPLEX TRADING, LLC | Unchanged | $13.0k600 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 |
|---|---|
| FMR LLC 13G · institution +3.1 pts · filed 2026-05-06 | 14.3% |
BAKER BROS. ADVISORS LP
13D · may seek influence
+1.4 pts · filed 2025-12-11
Stated purposeItem 4 of Amendment No. 3 is supplemented and amended, as the case may be, as follows: The disclosure in Item 3 and in Item 6 below is incorporated herein by reference. On December 9, 2025, the Issuer entered into an underwriting agreement (the "Underwriting Agreement") with Morgan Stanley & Co. LLC, J.P. Morgan Securities LLC, Jefferies LLC, Stifel, Nicolaus & Company, Incorporated, Guggenheim Securities, LLC and Wells Fargo Securities, LLC (the "Underwriters"), related to the public offering (the "Offering") of 7,000,000 shares of common stock of the Issuer ("Common Stock") at a price to the public of $86.00 per share. In addition, the Issuer granted the Underwriters an option exercisable for 30 days from the date of the Underwriting Agreement to purchase, at the public offering price … Full filing |
10.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +2.1 pts · filed 2026-09-08 | 10.7% |
| T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2026-05-15 | 6.7% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-10-27 | 6.6% |
| BIOTECHNOLOGY VALUE FUND L P 13D · may seek influence -2.2 pts · filed 2026-06-26 | 6.3% |
Fell to 5% or below in the last year: Atlas Venture Fund X, L.P. (2.9%, 2026-08-13), WELLINGTON MANAGEMENT GROUP LLP (4.8%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2023
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 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $6.8m | — |
| Q1 2022 | 1 | $15.4m | 2 | $3.3m | — |
| Q2 2022 | 1 | $9.2m | 0 | — | — |
| Q3 2022 | 1 | $14.2m | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $27.3m | — |
| Q1 2023 | 1 | $1.3m | 4 | $3.9m | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Atlas Venture Life Science Advisors, LLC 16.76% of their portfolio | 5.9m $134.7m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 5.0m $115.1m | Added +340.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 4.8m $110.9m | Added +531.7k |
| BVF INC/IL 3.04% of their portfolio | 4.7m $108.9m | Unchanged |
| BAKER BROS. ADVISORS LP 0.58% of their portfolio | 4.4m $100.6m | Added +1.5m |
| Avoro Capital Advisors LLC 1.20% of their portfolio | 3.9m $88.6m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.7m $86.1m | Added +9.2k |
| BlackRock Inc. 0.00% of their portfolio | 3.2m $74.2m | Reduced -104.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $60.2m | Reduced -106.5k |
| Redmile Group, LLC 1.65% of their portfolio | 1.9m $43.0m | Reduced -542.3k |
| Artal Group S.A. 1.33% of their portfolio | 1.8m $41.5m | Unchanged |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 1.6m $37.0m | Reduced -357.7k |
| Rock Springs Capital Management LP 0.81% of their portfolio | 1.5m $34.2m | Added +259.2k |
| WASATCH ADVISORS LP 0.17% of their portfolio | 1.2m $27.6m | Added +161.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 840.9k $19.3m | Added +100.9k |
| FMR LLC 0.00% of their portfolio | 838.2k $19.3m | Reduced -496.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 801.3k $18.4m | Added +20.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 656.0k $15.1m | Added +89.0k |
| Aquilo Capital Management, LLC 9.83% of their portfolio | 651.3k $15.0m | Added +50.0k |
| Deer Management Co. LLC 1.27% of their portfolio | 615.9k $14.2m | Unchanged |
| Candriam S.C.A. 0.08% of their portfolio | 488.3k $11.2m | Reduced -23.2k |
| MORGAN STANLEY 0.00% of their portfolio | 405.9k $9.3m | Added +79.6k |
| BARCLAYS PLC 0.01% of their portfolio | 385.0k $8.9m | Added +25.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 376.9k $8.7m | Added +37.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 354.9k $8.2m | Added +18.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 341.5k $7.9m | Added +44.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 301.1k $6.9m | Added +2.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 279.6k $6.4m | Added +279.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 263.9k $6.1m | New |
| UBS Group AG 0.00% of their portfolio | 240.7k $5.5m | Added +55.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 224.8k $5.2m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 215.2k $4.9m | Reduced -36.2k |
| Rafferty Asset Management, LLC 0.03% of their portfolio | 214.5k $4.9m | Added +5.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 187.3k $4.3m | Reduced -55.2k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 185.5k $4.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 176.5k $5.2m | Unchanged |
| NORGES BANK 0.00% of their portfolio | 167.5k $3.9m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 162.6k $3.7m | Reduced -39.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 140.0k $3.2m | Reduced -136.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 135.6k $3.1m | Added +70.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 126.1k $2.9m | Reduced -839.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.6k $2.5m | Reduced -4.5k |
| Woodline Partners LP 0.03% of their portfolio | 108.8k $2.5m | Added +8.8k |
| CITIGROUP INC 0.00% of their portfolio | 108.6k $2.5m | Reduced -96.2k |
| TD Asset Management Inc 0.00% of their portfolio | 99.9k $2.3m | Added +5.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 95.9k $2.2m | Reduced -18.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 95.3k $2.2m | Added +22.6k |
| GILDER GAGNON HOWE & CO LLC 0.03% of their portfolio | 88.7k $2.0m | Reduced -764 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 81.4k $1.9m | Added +5.4k |
| HRT FINANCIAL LP 0.02% of their portfolio | 73.5k $1.7m | Added +56.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 72.7k $1.7m | Added +583 |
| Swiss National Bank 0.00% of their portfolio | 66.1k $1.5m | Reduced -10.9k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 55.7k $1.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 55.2k $1.3m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 53.6k $1.2m | Reduced -10.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.2k $1.2m | Added +10.9k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 52.2k $1.2m | Added +22.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 52.0k $1.2m | New |
| Ghisallo Capital Management LLC 0.14% of their portfolio | 50.0k $1.1m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 47.5k $1.1m | Added +12.1k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 46.2k $1.1m | Added +37.8k |
| CONGRESS ASSET MANAGEMENT CO 0.01% of their portfolio | 45.1k $1.0m | Added +556 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 40.2k $924.4k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.3k $904.5k | Reduced -6.0k |
| TWINBEECH CAPITAL LP 0.02% of their portfolio | 39.1k $899.7k | New |
| PROFUND ADVISORS LLC 0.05% of their portfolio | 38.8k $892.7k | Added +91 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 38.0k $873.6k | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 35.6k $819.0k | Added +2.7k |
| HARBOR CAPITAL ADVISORS, INC. 0.14% of their portfolio | 31.4k $721.4k | Added +20.1k |
| Legal & General Group Plc 0.00% of their portfolio | 31.3k $718.7k | Reduced -3.8k |
| Invesco Ltd. 0.00% of their portfolio | 30.4k $699.6k | Reduced -159.1k |
| Erste Asset Management GmbH 0.01% of their portfolio | 27.0k $604.8k | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 26.6k $611.3k | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 26.1k $600.0k | Unchanged |
| Graham Capital Management, L.P. 0.02% of their portfolio | 25.8k $594.1k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 24.9k $567.4k | Reduced -698 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 24.4k $561.2k | Added +1.5k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 22.0k $493.0k | Unchanged |
| AtonRa Partners 0.78% of their portfolio | 21.9k $504.6k | Reduced -1.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 21.9k $504.0k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 21.2k $487.0k | New |
| Dynamic Technology Lab Private Ltd 0.06% of their portfolio | 21.1k $484.0k | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 20.8k $479.3k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 20.0k $459.0k | Unchanged |
| DARK FOREST CAPITAL MANAGEMENT LP 0.05% of their portfolio | 19.4k $446.4k | Added +11.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 19.1k $438.3k | Added +12 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 18.3k $420.4k | Added +39 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18.2k $417.7k | Reduced -9.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 17.5k $402.2k | Reduced -7.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 16.8k $385.2k | Reduced -4.1k |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 16.6k $381.8k | New |
| DUALITY ADVISERS, LP 0.05% of their portfolio | 16.6k $381.6k | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 13.2k $303.0k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 11.7k $269.6k | Reduced -651 |
| E Fund Management Co., Ltd. 0.02% of their portfolio | 11.5k $265.0k | Reduced -340 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 10.8k $247.9k | Reduced -1.9k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 10.6k $244.0k | Reduced -5.3k |
| Simplify Asset Management Inc. 0.04% of their portfolio | 10.5k $242.1k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 9.6k $221.8k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 9.0k $207.0k | Unchanged |