MLYS Mineralys Therapeutics, Inc.

NASDAQ
$28.20

Mineralys Therapeutics, Inc. (MLYS) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+12.82
22 buyers / 17 sellers
BUYING
Funds compared
41
funds with comparable MLYS positions
37 current holders · 33 prior-quarter holders
Net share change
+888.3K
+10.05M added, -9.16M cut
Position activity
8 new 14 increased 13 reduced 4 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Caligan Partners Activist Event Sold Out -2.77M -100.0% $74.8M 0.0% 93
Deerfield Management Growth Healthcare New +3.96M — $106.8M 1.3% 75
Point72 Asset Management, L.P. Sold Out -1.91M -100.0% $51.6M 0.0% 66
Logos Global Management Growth Healthcare New +1.05M — $28.3M 1.2% 66
Ghisallo Capital Management Long/Short New +1.13M — $30.4M 0.8% 63
Suvretta Capital Management Long/Short Growth Reduced -1.36M -88.7% $36.8M 0.1% 58
Caption Management Quant New +413.1K — $11.1M 0.4% 56
MILLENNIUM MANAGEMENT LLC Increased +696.5K +132.6% $18.8M 0.0% 55
Nantahala Capital Management Event Long/Short Increased +745.5K +83.2% $20.1M 1.4% 55
ExodusPoint Capital Management Long/Short Quant New +101.1K — $2.7M 0.0% 54

Most significant buyers

By move score, not size.

  • Deerfield Management New · +3.96M
  • Logos Global Management New · +1.05M
  • Ghisallo Capital Management New · +1.13M
  • Caption Management New · +413.1K
  • MILLENNIUM MANAGEMENT LLC Increased · +696.5K

Most significant sellers

By move score, not size.

  • Caligan Partners Sold Out · -2.77M
  • Point72 Asset Management, L.P. Sold Out · -1.91M
  • Suvretta Capital Management Reduced · -1.36M
  • J. Goldman & Co. Sold Out · -94.1K
  • Y-Intercept Sold Out · -132.1K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Caligan Partners 2 0 2.8M -2.77M -100.0% 0.0% Sold Out 93
Deerfield Management 1 4.0M 0 +3.96M — 1.3% New 75
Point72 Asset Management, L.P. 1 0 1.9M -1.91M -100.0% 0.0% Sold Out 66
Logos Global Management 2 1.1M 0 +1.05M — 1.2% New 66
Ghisallo Capital Management 2 1.1M 0 +1.13M — 0.8% New 63
Suvretta Capital Management 2 173.9K 1.5M -1.36M -88.7% 0.1% Reduced 58
Caption Management 3 413.1K 0 +413.1K — 0.4% New 56
MILLENNIUM MANAGEMENT LLC 2 1.2M 525.3K +696.5K +132.6% 0.0% Increased 55
Nantahala Capital Management 3 1.6M 895.5K +745.5K +83.2% 1.4% Increased 55
ExodusPoint Capital Management 3 101.1K 0 +101.1K — 0.0% New 54
J. Goldman & Co. 3 0 94.1K -94.1K -100.0% 0.0% Sold Out 53
Tudor Investment Corporation 2 738.4K 155.7K +582.6K +374.1% 0.1% Increased 52
Walleye Capital 3 10.1K 0 +10.1K — 0.0% New 51
Y-Intercept 4 0 132.1K -132.1K -100.0% 0.0% Sold Out 51
MARSHALL WACE, LLP 2 18.0K 9.0K +9.0K +100.3% 0.0% Increased 50
ADAR1 Capital Management 3 298.9K 154.7K +144.2K +93.2% 0.4% Increased 49
Winton Group 4 33.8K 0 +33.8K — 0.0% New 48
Aquatic Capital Management 4 5.2K 0 +5.2K — 0.0% New 48
Man Group 3 59.6K 10.1K +49.5K +488.2% 0.0% Increased 48
CenterBook Partners 4 365.6K 89.3K +276.3K +309.3% 0.5% Increased 47
Trexquant Investment 3 169.7K 57.2K +112.5K +196.7% 0.0% Increased 47
Qube Research & Technologies Ltd 2 249.8K 914.7K -665.0K -72.7% 0.0% Reduced 46
Boothbay Fund Management 4 147.4K 1.0M -854.3K -85.3% 0.1% Reduced 46
D. E. Shaw & Co., Inc. 1 352.7K 887.2K -534.5K -60.2% 0.0% Reduced 46
Capital Fund Management 3 15.8K 102.2K -86.4K -84.5% 0.0% Reduced 45
Armistice Capital 3 1.7M 1.2M +560.0K +47.6% 1.3% Increased 44
Integral Health Asset Management 2 450.0K 750.0K -300.0K -40.0% 0.5% Reduced 42
Verition Fund Management 2 34.7K 95.1K -60.4K -63.5% 0.0% Reduced 41
TWO SIGMA INVESTMENTS, LP 2 162.1K 311.5K -149.4K -48.0% 0.0% Reduced 40
Magnetar Capital 2 30.3K 18.5K +11.8K +63.6% 0.0% Increased 39
Brevan Howard Capital Management 3 153.7K 90.9K +62.8K +69.1% 0.1% Increased 38
OrbiMed Advisors 2 2.1M 2.1M +57.4K +2.8% 1.1% Increased 35
CITADEL ADVISORS LLC 1 467.6K 600.0K -132.4K -22.1% 0.0% Reduced 34
Schonfeld Strategic Advisors 3 95.2K 177.6K -82.3K -46.4% 0.0% Reduced 34
Rock Springs Capital Management 3 485.0K 439.8K +45.2K +10.3% 0.6% Increased 30
Squarepoint Ops LLC 2 86.3K 105.5K -19.2K -18.2% 0.0% Reduced 28
RENAISSANCE TECHNOLOGIES LLC 1 378.3K 382.8K -4.5K -1.2% 0.0% Reduced 28
Capstone Investment Advisors 3 8.4K 9.7K -1.3K -13.4% 0.0% Reduced 25
AQR Capital Management 3 152.5K 149.1K +3.4K +2.3% 0.0% Increased 20
RA Capital Management 1 7.7M 7.7M 0 +0.0% 1.8% Unchanged 36
Affinity Asset Advisors 2 750.0K 750.0K 0 +0.0% 1.0% Unchanged 25

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.