RLAY Relay Therapeutics, Inc.

NASDAQ
$18.87

Relay Therapeutics, Inc. (RLAY) 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
-9.09
15 buyers / 18 sellers
MIXED
Funds compared
33
funds with comparable RLAY positions
26 current holders · 27 prior-quarter holders
Net share change
+57.3K
+8.94M added, -8.88M cut
Position activity
6 new 9 increased 11 reduced 7 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
Perceptive Advisors Growth Healthcare Increased +4.36M +44.7% $81.5M 4.1% 67
Baker Bros. Advisors Growth Healthcare Increased +1.67M +143.7% $31.2M 0.3% 60
Qube Research & Technologies Ltd Quant Sold Out -619.7K -100.0% $11.6M 0.0% 59
Affinity Asset Advisors Long/Short Growth Increased +650.0K +162.5% $12.2M 1.0% 58
ADAR1 Capital Management Long/Short Growth New +358.3K $6.7M 0.3% 57
Balyasny Asset Management L.P. Reduced -2.93M -96.3% $54.7M 0.0% 57
Verition Fund Management Event Long/Short New +158.0K $3.0M 0.0% 56
Hudson Bay Capital Management Event Sold Out -311.3K -100.0% $5.8M 0.0% 55
Moore Capital Management Macro New +414.0K $7.7M 0.2% 55
Gotham Asset Management, LLC Quant Value Sold Out -33.6K -100.0% $628.8K 0.0% 54

Most significant buyers

By move score, not size.

  • Perceptive Advisors Increased · +4.36M
  • Baker Bros. Advisors Increased · +1.67M
  • Affinity Asset Advisors Increased · +650.0K
  • ADAR1 Capital Management New · +358.3K
  • Verition Fund Management New · +158.0K

Most significant sellers

By move score, not size.

  • Qube Research & Technologies Ltd Sold Out · -619.7K
  • Balyasny Asset Management L.P. Reduced · -2.93M
  • Hudson Bay Capital Management Sold Out · -311.3K
  • Gotham Asset Management, LLC Sold Out · -33.6K
  • MARSHALL WACE, LLP Reduced · -924.0K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Perceptive Advisors 1 14.1M 9.8M +4.36M +44.7% 4.1% Increased 67
Baker Bros. Advisors 1 2.8M 1.2M +1.67M +143.7% 0.3% Increased 60
Qube Research & Technologies Ltd 2 0 619.7K -619.7K -100.0% 0.0% Sold Out 59
Affinity Asset Advisors 2 1.1M 400.0K +650.0K +162.5% 1.0% Increased 58
ADAR1 Capital Management 3 358.3K 0 +358.3K 0.3% New 57
Balyasny Asset Management L.P. 2 113.0K 3.0M -2.93M -96.3% 0.0% Reduced 57
Verition Fund Management 2 158.0K 0 +158.0K 0.0% New 56
Hudson Bay Capital Management 3 0 311.3K -311.3K -100.0% 0.0% Sold Out 55
Moore Capital Management 3 414.0K 0 +414.0K 0.2% New 55
Gotham Asset Management, LLC 2 0 33.6K -33.6K -100.0% 0.0% Sold Out 54
ExodusPoint Capital Management 3 184.2K 0 +184.2K 0.0% New 54
CITADEL ADVISORS LLC 1 473.7K 176.3K +297.4K +168.7% 0.0% Increased 54
MARSHALL WACE, LLP 2 17.8K 941.8K -924.0K -98.1% 0.0% Reduced 54
Schonfeld Strategic Advisors 3 0 71.9K -71.9K -100.0% 0.0% Sold Out 53
Quadrature Capital 3 0 21.1K -21.1K -100.0% 0.0% Sold Out 52
Caption Management 3 103.0K 0 +103.0K 0.1% New 52
Cinctive Capital Management 3 102.6K 0 +102.6K 0.1% New 52
Engineers Gate 4 0 141.5K -141.5K -100.0% 0.0% Sold Out 50
Y-Intercept 4 0 17.5K -17.5K -100.0% 0.0% Sold Out 48
EcoR1 Capital 2 697.9K 1.9M -1.21M -63.4% 0.6% Reduced 48
RENAISSANCE TECHNOLOGIES LLC 1 192.4K 673.6K -481.2K -71.4% 0.0% Reduced 47
MILLENNIUM MANAGEMENT LLC 2 591.7K 347.7K +243.9K +70.2% 0.0% Increased 46
Man Group 3 11.6K 112.8K -101.2K -89.7% 0.0% Reduced 45
Aquatic Capital Management 4 120.2K 48.1K +72.1K +149.8% 0.1% Increased 44
TWO SIGMA INVESTMENTS, LP 2 700.9K 1.4M -668.2K -48.8% 0.0% Reduced 42
Logos Global Management 2 350.0K 750.0K -400.0K -53.3% 0.3% Reduced 42
Quantbot Technologies 4 24.0K 1.1K +22.9K +2173.1% 0.0% Increased 39
Squarepoint Ops LLC 2 93.2K 180.3K -87.1K -48.3% 0.0% Reduced 38
Trexquant Investment 3 152.0K 94.2K +57.8K +61.3% 0.0% Increased 37
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 1.7M 2.6M -850.0K -32.8% 0.0% Reduced 37
Woodline Partners LP 2 929.7K 679.3K +250.4K +36.9% 0.1% Increased 34
J. Goldman & Co. 3 56.6K 63.6K -7.1K -11.1% 0.0% Reduced 22
AQR Capital Management 3 1.3M 1.3M -10.6K -0.8% 0.0% Reduced 20

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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.