Vault-13

Y-MABS THERAPEUTICS INC YMAB

COM · Common Stock · CUSIP 984241109

105 institutional holders -10 vs Q4 2024
28,815,03128.8m shares reported held*
$127.7mreported value*
16 new 40 added 27 reduced 26 sold out net sold ≈ $321.1k (-72.4k shares)

* 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 ($7.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.43. Options: 4 managers hold calls ($171.4k notional), 2 hold puts ($9.3k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 100Q4 22: 92Q1 23: 87Q2 23: 96Q3 23: 100Q4 23: 95Q1 24: 98Q2 24: 98Q3 24: 107Q4 24: 115Q1 25: 105105Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022100
Q4 202292
Q1 202387
Q2 202396
Q3 2023100
Q4 202395
Q1 202498
Q2 202498
Q3 2024107
Q4 2024115
Q1 2025105

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 53 bought or addedQ2 23: 41 cut or sold outQ3 23: 41 bought or addedQ3 23: 43 cut or sold outQ3 23Q4 23: 44 bought or addedQ4 23: 47 cut or sold outQ1 24: 45 bought or addedQ1 24: 61 cut or sold outQ1 24Q2 24: 49 bought or addedQ2 24: 51 cut or sold outQ3 24: 55 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 51 bought or addedQ4 24: 42 cut or sold outQ1 25: 56 bought or addedQ1 25: 53 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235341
Q3 20234143
Q4 20234447
Q1 20244561
Q2 20244951
Q3 20245538
Q4 20245142
Q1 20255653

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ2 24 calls: $329.5kQ2 24 puts: $3.6kQ2 24P/C 0.01Q3 24 calls: $563.2kQ3 24 puts: $5.3kQ3 24P/C 0.01Q4 24 calls: $50.3kQ4 24 puts: $8.0kQ4 24P/C 0.16Q1 25 calls: $171.4kQ1 25 puts: $9.3kQ1 25P/C 0.05
Numbers
QuarterCallsPutsP/C
Q2 2024$329.5k$3.6k0.01
Q3 2024$563.2k$5.3k0.01
Q4 2024$50.3k$8.0k0.16
Q1 2025$171.4k$9.3k0.05

Biggest buyers

Caligan Partners LP Added +574,627+574.6k
MILLENNIUM MANAGEMENT LLC Added +431,173+431.2k
ACORN CAPITAL ADVISORS, LLC Added +373,562+373.6k
MORGAN STANLEY Added +179,354+179.4k
BANK OF AMERICA CORP /DE/ Added +155,159+155.2k
JPMORGAN CHASE & CO Added +149,782+149.8k
AQR CAPITAL MANAGEMENT LLC Added +147,788+147.8k
Stonepine Capital Management, LLC New +131,160+131.2k
RENAISSANCE TECHNOLOGIES LLC Added +125,106+125.1k
FEDERATED HERMES, INC. Added +108,979+109.0k

Biggest sellers

Logos Global Management LP Sold out -1,000,000-1.0m
STATE STREET CORP Reduced -525,388-525.4k
Cormorant Asset Management, LP Sold out -425,000-425.0k
Pictet Asset Management Holding SA Reduced -314,363-314.4k
BlackRock, Inc. Reduced -96,447-96.4k
CITADEL ADVISORS LLC Reduced -67,959-68.0k
FRANKLIN RESOURCES INC Sold out -67,367-67.4k
D. E. Shaw & Co., Inc. Reduced -65,465-65.5k
Swiss National Bank Sold out -60,300-60.3k
ROYAL BANK OF CANADA Reduced -53,967-54.0k

Biggest calls

CITADEL ADVISORS LLC Added $170.1k38.4k shares
GROUP ONE TRADING LLC Reduced $1.3k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Reduced $0100 shares

Biggest puts

CITADEL ADVISORS LLC Added $9.3k2.1k 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.

HolderStakeChangeShares Last filed
ACORN BIOVENTURES, L.P. 13G · passive investor -0.8 pts · filed 2025-08-20 6.2% -0.8 pts 2.8m 2025-08-20

Fell to 5% or below in the last year: HBM Healthcare Investments (Cayman) Ltd. (0.0%, 2025-11-14), Beryl Capital Management LLC (0.0%, 2025-11-14), Caligan Partners LP (0.0%, 2025-11-14), Paradigm Biocapital Advisors LP (0.0%, 2025-11-14)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Paradigm Biocapital Advisors LP 0.86% of their portfolio NEW YORK, NY 4,236,3464.2m $18.8m $18.8m 0.86% Unchanged
2 ACORN CAPITAL ADVISORS, LLC 9.56% of their portfolio NEW YORK, NY 3,235,3873.2m $14.3m $14.3m 9.56% Added +373.6k +373,562
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,902,0252.9m $12.9m $12.9m 0.00% Reduced -96.4k -96,447
4 Caligan Partners LP 2.17% of their portfolio NEW YORK, NY 2,342,6092.3m $10.4m $10.4m 2.17% Added +574.6k +574,627
5 Sofinnova Investments, Inc. 0.73% of their portfolio Menlo Park, CA 2,194,2782.2m $9.7m $9.7m 0.73% Unchanged
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,946,5091.9m $8.6m $8.6m 0.00% Reduced -53.5k -53,513
7 Polar Capital Holdings Plc 0.05% of their portfolio London, X0 1,831,0001.8m $8.1m $8.1m 0.05% Unchanged
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 849,500849.5k $3.8m $3.8m 0.00% Added +27.2k +27,191
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 789,021789.0k $3.5m $3.5m 0.00% Reduced -525.4k -525,388
10 BOOTHBAY FUND MANAGEMENT, LLC 0.11% of their portfolio NEW YORK, NY 693,693693.7k $3.1m $3.1m 0.11% Unchanged
11 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 549,666549.7k $2.4m $2.4m 0.00% Reduced -65.5k -65,465
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 500,161500.2k $2.2m $2.2m 0.00% Added +179.4k +179,354
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 466,620466.6k $2.1m $2.1m 0.00% Added +431.2k +431,173
14 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 441,934441.9k $2.0m $2.0m 0.00% Reduced -314.4k -314,363
15 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 418,554418.6k $1.9m $1.9m 0.00% Reduced -44.7k -44,681
16 Soleus Capital Management, L.P. 0.12% of their portfolio GREENWICH, CT 349,982350.0k $1.6m $1.6m 0.12% Unchanged
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 327,901327.9k $1.5m $1.5m 0.00% Reduced -31.3k -31,322
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 282,318282.3k $1.3m $1.3m 0.00% Added +155.2k +155,159
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 277,610277.6k $1.2m $1.2m 0.00% Reduced -6.9k -6,930
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 256,706256.7k $1.1m $1.1m 0.00% Added +125.1k +125,106
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 247,442247.4k $1.1m $1.1m 0.00% Added +149.8k +149,782
22 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 237,511237.5k $1.1m $1.1m 0.00% Added +87.8k +87,830
23 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 204,052204.1k $904.0k $904.0k 0.00% Added +70.8k +70,789
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 201,776201.8k $893.9k $893.9k 0.00% Reduced -17.4k -17,399
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 164,788164.8k $730.0k $730.0k 0.00% Added +147.8k +147,788
26 INFINITUM ASSET MANAGEMENT, LLC 0.22% of their portfolio FORT LAUDERDALE, FL 155,529155.5k $689.0k $689.0k 0.22% Unchanged
27 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 155,522155.5k $689.0k $689.0k 0.01% Added +107.5k +107,511
28 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 154,785154.8k $685.7k $685.7k 0.00% Added +66.4k +66,448
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 153,955154.0k $682.0k $682.0k 0.00% Reduced -68.0k -67,959
30 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 153,453153.5k $679.8k $679.8k 0.00% Added +109.0k +108,979
31 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 143,300143.3k $634.8k $634.8k 0.00% Added +69.4k +69,400
32 Stonepine Capital Management, LLC 0.57% of their portfolio Bend, OR 131,160131.2k $581.0k $581.0k 0.57% New
33 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 128,527128.5k $569.4k $569.4k 0.00% Added +25.6k +25,559
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 112,483112.5k $498.3k $498.3k 0.00% First filing
35 RICE HALL JAMES & ASSOCIATES, LLC 0.03% of their portfolio San Diego, CA 103,642103.6k $459.1k $459.1k 0.03% Reduced -4.9k -4,907
36 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 95,50295.5k $423.1k $423.1k 0.00% First filing
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 92,47492.5k $409.7k $409.7k 0.00% Added +25 +25
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 91,57691.6k $405.7k $405.7k 0.00% Added +52.6k +52,644
39 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 91,45491.5k $405.1k $405.1k 0.02% Added +70.7k +70,686
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 60,66060.7k $268.7k $268.7k 0.00% Added +32.2k +32,171
41 WESBANCO BANK INC 0.01% of their portfolio WHEELING, WV 55,00055.0k $243.7k $243.7k 0.01% New
42 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 54,78054.8k $242.7k $242.7k 0.00% Unchanged
43 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 53,90953.9k $238.8k $238.8k 0.00% Added +2.5k +2,457
44 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 46,75846.8k $207.1k $207.1k 0.00% Reduced -29.1k -29,104
45 SAPIENT CAPITAL LLC 0.00% of their portfolio INDIANAPOLIS, IN 43,70043.7k $193.6k $193.6k 0.00% Unchanged
46 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 43,40043.4k $192.3k $192.3k 0.00% Unchanged
47 AlphaQuest LLC 0.02% of their portfolio New York, NY 38,92538.9k $172.4k $172.4k 0.02% Added +11.8k +11,790
48 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 38,07938.1k $168.7k $168.7k 0.00% Added +4.7k +4,699
49 Virtus Investment Advisers, LLC 0.04% of their portfolio HARTFORD, CT 36,75136.8k $162.8k $162.8k 0.04% New
50 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 33,30933.3k $147.6k $147.6k 0.00% Reduced -2.9k -2,906
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 32,54732.5k $144.2k $144.2k 0.00% Added +17.6k +17,624
52 Point72 Asia (Singapore) Pte. Ltd. 0.04% of their portfolio SINGAPORE, U0 31,08831.1k $137.7k $137.7k 0.04% New
53 FMR LLC 0.00% of their portfolio BOSTON, MA 29,26129.3k $129.6k $129.6k 0.00% Reduced -22.5k -22,461
54 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 28,80328.8k $127.6k $127.6k 0.00% Reduced -3.5k -3,450
55 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 28,51828.5k $126.3k $126.3k 0.00% Reduced -20.7k -20,713
56 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 26,76226.8k $118.6k $118.6k 0.00% Added +13.9k +13,890
57 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 26,69526.7k $118.3k $118.3k 0.00% Added +4.5k +4,519
58 Man Group plc 0.00% of their portfolio LONDON, X0 26,00426.0k $115.2k $115.2k 0.00% New
59 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 24,90024.9k $110.3k $110.3k 0.00% Reduced -25.0k -25,000
60 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 22,43422.4k $99.4k $99.4k 0.00% Added +237 +237
61 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 22,12122.1k $98.0k $98.0k 0.00% Reduced -697 -697
62 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 20,63120.6k $91.0k $91.0k 0.01% New
63 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 20,42220.4k $90.5k $90.5k 0.00% Added +8.7k +8,727
64 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 18,30518.3k $81.1k $81.1k 0.00% Reduced -272 -272
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,85217.9k $79.1k $79.1k 0.00% Added +394 +394
66 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 17,21117.2k $77.0k $77.0k 0.00% Added +3.1k +3,144
67 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 17,07617.1k $75.6k $75.6k 0.00% Reduced -5.1k -5,065
68 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 14,59614.6k $64.7k $64.7k 0.00% Unchanged
69 Bayesian Capital Management, LP 0.01% of their portfolio Brooklyn, NY 14,38214.4k $63.7k $63.7k 0.01% New
70 Atom Investors LP 0.01% of their portfolio AUSTIN, TX 14,14114.1k $62.6k $62.6k 0.01% New
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 13,93913.9k $61.8k $61.8k 0.00% Added +121 +121
72 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 13,28413.3k $59.0k $59.0k 0.00% Reduced -4.4k -4,445
73 EntryPoint Capital, LLC 0.03% of their portfolio NEW YORK, NY 12,65412.7k $56.1k $56.1k 0.03% New
74 Corton Capital Inc. 0.18% of their portfolio Carrying Place, A6 12,43212.4k $55.1k $55.1k 0.18% New
75 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 11,08411.1k $49.1k $49.1k 0.00% New
76 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 10,11010.1k $44.8k $44.8k 0.00% Unchanged
77 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 10,10910.1k $44.8k $44.8k 0.00% Reduced -2.5k -2,536
78 China Universal Asset Management Co., Ltd. 0.00% of their portfolio SHANGHAI, F4 8,9849.0k $39.8k $39.8k 0.00% Reduced -513 -513
79 Legal & General Group Plc 0.00% of their portfolio London, X0 8,5758.6k $38.0k $38.0k 0.00% Reduced -26.4k -26,367
80 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 7,3277.3k $32.5k $32.5k 0.00% Unchanged
81 Brooklyn Investment Group 0.01% of their portfolio NEW YORK, NY 5,9235.9k $26.2k $26.2k 0.01% Added +5.8k +5,796
82 Point72 (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 5,0585.1k $22.4k $22.4k 0.00% Added +4.6k +4,570
83 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,0205.0k $22.2k $22.2k 0.00% Added +3.4k +3,378
84 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 4,8124.8k $21.0k $21.0k 0.00% New
85 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,7013.7k $16.4k $16.4k 0.00% Unchanged
86 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 2,6652.7k $11.8k $11.8k 0.00% Reduced -26.8k -26,816
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,3502.4k $10.0k $10.0k 0.00% Added +2.3k +2,282
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,9982.0k $9.0k $9.0k 0.00% Added +2.0k +1,997
89 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,7101.7k $7.0k $7.0k 0.00% Reduced -54.0k -53,967
90 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 1,5051.5k $7.2k $7.2k 0.00% Added +12 +12
91 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,2171.2k $5.0k $5.0k 0.00% Unchanged
92 GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio GUANGZHOU, F4 1,1111.1k $4.9k $4.9k 0.00% Added +171 +171
93 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 437437 $1.0k $1.0k 0.00% Reduced -1.3k -1,346
94 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 259259 $1.1k $1.1k 0.00% Added +205 +205
95 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 162162 $1.0k $1.0k 0.00% Unchanged
96 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 110110 $487 $487 0.00% Added +70 +70
97 SouthState Bank Corp 0.00% of their portfolio Winter Haven, FL 6868 $302 $302 0.00% New
98 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4646 $204 $204 0.00% New
99 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4444 $195 $195 0.00% New
100 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 3838 $168 $168 0.00% Unchanged