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 ($7.1m this quarter). Holder counts are more reliable. Shares outstanding: 61.8m as of 2024-08-02, 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 ≈ $29.85. Options: 4 managers hold calls ($960.8k notional), 4 hold puts ($697.5k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 129 |
| Q4 2022 | 121 |
| Q1 2023 | 128 |
| Q2 2023 | 130 |
| Q3 2023 | 123 |
| Q4 2023 | 138 |
| Q1 2024 | 165 |
| Q2 2024 | 158 |
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 |
| Q3 2023 | 61 | 56 |
| Q4 2023 | 66 | 70 |
| Q1 2024 | 101 | 57 |
| Q2 2024 | 81 | 80 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $680.4k | $60.6k | 0.09 |
| Q4 2023 | $2.0m | $432.7k | 0.22 |
| Q1 2024 | $2.7m | $739.7k | 0.27 |
| Q2 2024 | $960.8k | $697.5k | 0.73 |
Biggest buyers
| BlackRock Inc. | Added | +499.8k |
| FMR LLC | Added | +462.4k |
| EVENTIDE ASSET MANAGEMENT, LLC | Added | +442.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +253.6k |
| Deep Track Capital, LP | Added | +237.8k |
| D. E. Shaw & Co., Inc. | Added | +227.8k |
| Driehaus Capital Management LLC | New | +223.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +221.2k |
| TWO SIGMA ADVISERS, LP | Added | +157.9k |
| RENAISSANCE TECHNOLOGIES LLC | New | +143.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.0m |
| JPMORGAN CHASE & CO | Reduced | -822.0k |
| STATE STREET CORP | Reduced | -761.8k |
| Rock Springs Capital Management LP | Reduced | -358.3k |
| BARCLAYS PLC | Reduced | -270.8k |
| CITIGROUP INC | Reduced | -201.3k |
| MARSHALL WACE, LLP | Reduced | -196.4k |
| GREAT LAKES ADVISORS, LLC | Sold out | -156.4k |
| Redmile Group, LLC | Reduced | -154.8k |
| Rafferty Asset Management, LLC | Reduced | -120.0k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $674.6k22.6k shares |
| GROUP ONE TRADING LLC | Reduced | $167.2k5.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $119.0k4.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $429.8k14.4k shares |
| JANE STREET GROUP, LLC | Unchanged | $259.7k8.7k shares |
| SIMPLEX TRADING, LLC | New | $8.0k300 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 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 | 1 | $14.2m | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $27.3m | — |
| Q1 2023 | 1 | $1.3m | 4 | $3.9m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $5.3m | 0 | — | — |
| Q1 2024 | 0 | — | 5 | $22.6m | $22.2m |
| Q2 2024 | 0 | — | 3 | $1.3m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-13 | Booth Bruce Director · See footnote | Sold plan | $356.8k10.2k shares |
| 2024-06-12 | Booth Bruce Director · See footnote | Sold plan | $593.4k16.7k shares |
| 2024-06-07 | Horobin Joanna Director | Sold plan | $280.4k8.5k shares |
| 2024-05-23 | Chadwick Jeremy G Chief Operating Officer | Sold | $90.1k2.6k 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 |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 6.4m $190.8m | Added +58.6k |
| BAKER BROS. ADVISORS LP 2.29% of their portfolio | 6.0m $179.0m | Unchanged |
| Atlas Venture Life Science Advisors, LLC 16.82% of their portfolio | 5.4m $159.7m | Reduced -26.9k |
| BVF INC/IL 4.32% of their portfolio | 5.2m $154.1m | Unchanged |
| FMR LLC 0.01% of their portfolio | 4.8m $144.1m | Added +462.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.8m $143.9m | Added +55.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 4.3m $128.6m | Added +15.7k |
| BlackRock Inc. 0.00% of their portfolio | 4.2m $124.0m | Added +499.8k |
| Avoro Capital Advisors LLC 1.55% of their portfolio | 3.9m $116.1m | Unchanged |
| Artal Group S.A. 2.30% of their portfolio | 3.0m $89.7m | Reduced -21.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $57.0m | Reduced -761.8k |
| Redmile Group, LLC 2.85% of their portfolio | 1.6m $47.1m | Reduced -154.8k |
| Deep Track Capital, LP 1.34% of their portfolio | 1.5m $44.8m | Added +237.8k |
| Rock Springs Capital Management LP 1.05% of their portfolio | 1.2m $34.7m | Reduced -358.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $31.5m | Added +88.5k |
| MORGAN STANLEY 0.00% of their portfolio | 631.7k $18.9m | Reduced -1.0m |
| Woodline Partners LP 0.15% of their portfolio | 517.8k $15.5m | Added +16.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 462.3k $13.8m | Added +11.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.24% of their portfolio | 462.1k $13.8m | Added +442.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 433.6k $12.9m | Added +253.6k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 429.3k $12.8m | Added +3.4k |
| Deer Management Co. LLC 2.55% of their portfolio | 415.9k $12.4m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 405.9k $12.1m | Added +10.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 402.4k $12.0m | Added +53.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 376.6k $11.2m | Reduced -196.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 375.1k $11.2m | Added +21.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 368.1k $11.0m | Reduced -4.6k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 367.0k $11.0m | Added +157.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 348.9k $10.4m | Added +221.2k |
| Aquilo Capital Management, LLC 9.46% of their portfolio | 328.7k $9.8m | Reduced -60.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 295.6k $8.8m | Added +227.8k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 289.5k $8.6m | Reduced -91.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 273.5k $8.2m | Added +6.0k |
| Candriam S.C.A. 0.04% of their portfolio | 238.2k $7.1m | Reduced -90.1k |
| Driehaus Capital Management LLC 0.06% of their portfolio | 223.4k $6.7m | New |
| TD Asset Management Inc 0.01% of their portfolio | 218.8k $6.5m | Unchanged |
| AXA S.A. 0.01% of their portfolio | 218.6k $6.5m | Added +109.3k |
| UBS Group AG 0.00% of their portfolio | 210.3k $6.3m | Reduced -86.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 162.2k $4.8m | Added +41.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 156.2k $4.7m | Added +25.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 153.7k $4.6m | Reduced -107.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 151.2k $4.5m | Reduced -11.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 143.1k $4.3m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 139.8k $4.2m | Added +43.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 138.6k $4.1m | Added +70.9k |
| GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio | 130.7k $3.9m | Reduced -2.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 130.1k $3.9m | Added +15.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 119.2k $3.6m | Reduced -6.0k |
| NORGES BANK 0.00% of their portfolio | 117.9k $3.5m | Unchanged |
| Trexquant Investment LP 0.05% of their portfolio | 117.3k $3.5m | Reduced -44.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 108.6k $3.2m | Added +23.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 93.7k $2.8m | Reduced -8.4k |
| Atika Capital Management LLC 0.32% of their portfolio | 92.0k $2.7m | Reduced -10.0k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 90.8k $2.7m | Reduced -120.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 90.1k $2.7m | Added +49.1k |
| Swiss National Bank 0.00% of their portfolio | 90.1k $2.7m | Added +10.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 89.9k $2.7m | Reduced -822.0k |
| Checkpoint Capital L.P. 1.48% of their portfolio | 82.0k $2.4m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 76.8k $2.3m | Added +5.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 66.7k $2.0m | Reduced -3.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 66.4k $2.0m | Added +28.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 64.5k $1.9m | Added +7.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 64.0k $1.9m | New |
| Propel Bio Management, LLC 1.09% of their portfolio | 56.4k $1.7m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 53.4k $1.6m | Added +1.7k |
| ADAR1 Capital Management, LLC 0.30% of their portfolio | 50.6k $1.5m | Added +34.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 49.7k $1.5m | Added +325 |
| BARCLAYS PLC 0.00% of their portfolio | 49.1k $1.5m | Reduced -270.8k |
| E Fund Management Co., Ltd. 0.08% of their portfolio | 48.9k $1.5m | Added +39.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.7k $1.3m | Added +4.3k |
| Legal & General Group Plc 0.00% of their portfolio | 44.5k $1.3m | Added +2.0k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 38.1k $1.1m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 36.2k $1.1m | Reduced -5.6k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 32.7k $976.3k | Added +4.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.07% of their portfolio | 31.0k $926.0k | Reduced -10.3k |
| Campbell & CO Investment Adviser LLC 0.08% of their portfolio | 31.0k $924.6k | Reduced -3.7k |
| Simplify Asset Management Inc. 0.08% of their portfolio | 30.5k $910.9k | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 30.0k $894.1k | New |
| Invesco Ltd. 0.00% of their portfolio | 29.8k $890.5k | Reduced -83.5k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 27.5k $822.0k | Added +15.9k |
| Erste Asset Management GmbH 0.01% of their portfolio | 27.0k $815.9k | Unchanged |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 25.9k $774.0k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 25.9k $772.8k | Added +5.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 24.6k $734.7k | First filing |
| Corebridge Financial, Inc. 0.00% of their portfolio | 23.9k $714.3k | First filing |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 23.6k $714.0k | Unchanged |
| Jump Financial, LLC 0.01% of their portfolio | 23.5k $702.0k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 21.8k $650.5k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 20.8k $622.3k | Added +4.2k |
| CITIGROUP INC 0.00% of their portfolio | 19.6k $584.6k | Reduced -201.3k |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 19.2k $573.1k | Reduced -4.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 18.8k $561.2k | Reduced -267 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 18.3k $545.8k | Reduced -34.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 18.2k $546.2k | Added +8.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 17.8k $531.1k | Reduced -7.8k |
| PROFUND ADVISORS LLC 0.02% of their portfolio | 17.0k $507.8k | Reduced -15.8k |
| Dynamic Technology Lab Private Ltd 0.05% of their portfolio | 15.5k $462.0k | New |
| Handelsbanken Fonder AB 0.00% of their portfolio | 15.4k $460.0k | New |
| Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio | 14.5k $432.1k | Reduced -3.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.4k $429.2k | Added +1.3k |