🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Incyte Corporation

INCY Healthcare
$104.4 +$0.74 (0.71%)
Market Cap: $20.86 B
Gurus Holding
11
Popularity Rank
#345
% of Shares Held
5.52%
Net Activity (Q1 2026)
-$94.52 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.15 B.

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

Institutional sentiment is currently Bearish. This is evidenced by a $94.52 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 60.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$56.59 M
Total Buy Value
New Buys 2
Additions 4
-$151.11 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Incyte Corporation (INCY)

Major holders include Cliff Asness ($536.13 M), Renaissance Technologies (RenTech) ($343.68 M), Joel Greenblatt ($63.69 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 11.02 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $94.52 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited INCY. The total reported sell value was $151.11 M.

Yes, 2 managers opened new positions in INCY, and 4 increased their existing holdings. The total reported buy value was $56.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.25% Reduce -13.6% 5,807,930 $536.13 M Q1 2026
0.54% Reduce -8.2% 3,651,532 $343.68 M Q1 2026
0.20% Add 91.9% 676,670 $63.69 M Q1 2026
0.09% Add 23.1% 364,657 $34.32 M Q1 2026
0.02% New Buy 168,763 $15.88 M Q1 2026
0.05% Reduce -60.4% 130,296 $12.26 M Q1 2026
0.00% Add 38.9% 112,746 $10.61 M Q1 2026
0.04% Reduce -38.6% 66,853 $6.29 M Q1 2026
0.64% Add 25.0% 31,500 $2.96 M Q1 2026
0.70% Reduce -0.2% 6,169 $581,000 Q1 2026
0.00% New Buy 2,299 $216,382 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form