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Incyte Corporation

INCY Healthcare
$120.16 $-0.36 (-0.30%)
Market Cap: $24.36 B
Gurus Holding
11
Popularity Rank
#367
% of Shares Held
5.08%
Net Activity (Q2 2026)
-$78.04 M

Guru Ownership Trend

Guru Analysis for Incyte Corporation (INCY)

Incyte Corporation (INCY), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.24 B.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $78.04 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 371.0%. Conversely, Jefferies Group reduced exposure by 38.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$14.08 M
Total Buy Value
New Buys 1
Additions 5
-$92.12 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Incyte Corporation (INCY)

Major holders include Cliff Asness ($603.18 M), Renaissance Technologies (RenTech) ($398.14 M), Joel Greenblatt ($81.57 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 10.3 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $78.04 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited INCY. The total reported sell value was $92.12 M.

Yes, 1 managers opened new positions in INCY, and 5 increased their existing holdings. The total reported buy value was $14.08 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Reduce -8.4% 5,320,901 $603.18 M Q2 2026
0.55% Reduce -3.8% 3,512,132 $398.14 M Q2 2026
0.19% Add 6.3% 719,545 $81.57 M Q2 2026
0.08% Reduce -12.6% 318,584 $36.11 M Q2 2026
0.08% Add 29.1% 168,253 $19.07 M Q2 2026
0.00% Add 21.5% 137,018 $15.53 M Q2 2026
0.04% Reduce -38.6% 66,853 $6.29 M Q1 2026
1.10% Add 33.3% 42,000 $4.76 M Q2 2026
0.00% Add 371.0% 10,828 $1.23 M Q2 2026
0.68% 6,169 $699,000 Q2 2026
0.00% New Buy 92 $10,549 Q2 2026
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