National Pension Service has opened a new $1.6M position in $INCY, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $INCY.
$INCY Hedge Fund Activity
We have seen 376 institutional investors add shares of $INCY stock to their portfolio, and 291 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 2,390,084 shares (+701.8%) to their portfolio in Q2 2025, for an estimated $162,764,720
- AQR CAPITAL MANAGEMENT LLC added 1,465,286 shares (+21.8%) to their portfolio in Q2 2025, for an estimated $99,785,976
- LOS ANGELES CAPITAL MANAGEMENT LLC added 1,447,728 shares (+461.9%) to their portfolio in Q3 2025, for an estimated $122,781,811
- PACER ADVISORS, INC. added 1,233,399 shares (+8091.6%) to their portfolio in Q3 2025, for an estimated $104,604,569
- MARSHALL WACE, LLP added 1,211,231 shares (+inf%) to their portfolio in Q2 2025, for an estimated $82,484,831
- SG AMERICAS SECURITIES, LLC removed 923,508 shares (-97.3%) from their portfolio in Q3 2025, for an estimated $78,322,713
- HSBC HOLDINGS PLC removed 678,906 shares (-64.8%) from their portfolio in Q2 2025, for an estimated $46,233,498
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$INCY Insider Trading Activity
$INCY insiders have traded $INCY stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $INCY stock by insiders over the last 6 months:
- STEVEN H STEIN (EVP & Chief Medical Officer) has made 0 purchases and 2 sales selling 18,658 shares for an estimated $1,275,549.
- SHEILA A. DENTON (EVP & General Counsel) has made 0 purchases and 11 sales selling 12,637 shares for an estimated $968,297.
- BARRY P FLANNELLY (EVP & General Manager US) has made 0 purchases and 3 sales selling 13,435 shares for an estimated $917,914.
- VIJAY K IYENGAR (EVP, GMAPPS) has made 0 purchases and 4 sales selling 10,777 shares for an estimated $736,698.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$INCY Congressional Stock Trading
Members of Congress have traded $INCY stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $INCY stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 05/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$INCY Analyst Ratings
Wall Street analysts have issued reports on $INCY in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 11/03/2025
- Wells Fargo issued a "Overweight" rating on 10/29/2025
- Barclays issued a "Overweight" rating on 10/29/2025
- Stifel issued a "Buy" rating on 09/22/2025
- B of A Securities issued a "Buy" rating on 09/04/2025
- Citigroup issued a "Buy" rating on 07/30/2025
- BMO Capital issued a "Underperform" rating on 07/30/2025
To track analyst ratings and price targets for $INCY, check out Quiver Quantitative's $INCY forecast page.
$INCY Price Targets
Multiple analysts have issued price targets for $INCY recently. We have seen 13 analysts offer price targets for $INCY in the last 6 months, with a median target of $93.0.
Here are some recent targets:
- Michael Schmidt from Guggenheim set a target price of $125.0 on 11/03/2025
- Srikripa Devarakonda from Truist Securities set a target price of $93.0 on 10/29/2025
- Peter Lawson from Barclays set a target price of $101.0 on 10/29/2025
- Brian Abrahams from RBC Capital set a target price of $84.0 on 10/29/2025
- Derek Archila from Wells Fargo set a target price of $97.0 on 10/29/2025
- Jessica Fye from JP Morgan set a target price of $89.0 on 10/09/2025
- Stephen Willey from Stifel set a target price of $115.0 on 09/22/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $INCY ticker page for more data.
