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Cabaletta Bio

84 hedge funds and large institutions have $470M invested in Cabaletta Bio in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $529K

131% more capital invested

Capital invested by funds: $204M → $470M (+$267M)

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

18% more funds holding

Funds holding: 7184 (+13)

13.19% more ownership

Funds ownership: 78.62%91.81% (+13%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
29
Reduced
13
Closed
16
Calls
$1.43M
Puts
$529K
Net Calls
+$904K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
RCMU
26
Rokos Capital Management (UK)
United Kingdom
$2.25M +$1.89M +173,850 New
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.74M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.62M +$1.08M +99,555 +387%
AAA
29
Affinity Asset Advisors
New York
$1.61M +$1.36M +125,000 New
First Manhattan
30
First Manhattan
New York
$1.52M +$1.28M +117,600 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.5M +$160K +14,707 +15%
Marshall Wace
32
Marshall Wace
United Kingdom
$1.11M -$2.64M -243,596 -74%
N
33
Nuveen
North Carolina
$1.06M +$891K +82,068 New
UOC
34
UBS O'Connor
Illinois
$1.05M +$394K +36,332 +81%
Renaissance Technologies
35
Renaissance Technologies
New York
$1M -$381K -35,100 -31%
Charles Schwab
36
Charles Schwab
California
$885K +$635K +58,471 +580%
Victory Capital Management
37
Victory Capital Management
Texas
$770K +$648K +59,670 New
BCM
38
Bridgeway Capital Management
Texas
$654K -$1.36M -125,330 -71%
Two Sigma Investments
39
Two Sigma Investments
New York
$594K -$420K -38,681 -46%
NFGH
40
Nan Fung Group Holdings
Hong Kong
$531K +$446K +41,123 New
GCP
41
GSA Capital Partners
United Kingdom
$502K +$422K +38,919 New
V
42
Veritable
Delaware
$481K
LPL Financial
43
LPL Financial
California
$408K +$74.1K +6,823 +28%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$374K +$315K +28,980 New
Bank of America
45
Bank of America
North Carolina
$329K +$181K +16,647 +188%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$329K +$49.6K +4,568 +22%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$303K -$104K -9,610 -29%
JP Morgan Chase
48
JP Morgan Chase
New York
$264K +$215K +19,831 +3,133%
UBS Group
49
UBS Group
Switzerland
$193K +$144K +13,300 +821%
American Century Companies
50
American Century Companies
Missouri
$179K +$151K +13,873 New

CABA Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cabaletta Bio (CABA) for Q2 2023, worth a combined $470M — up 131% from $204M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CABA positions and 16 closed out — a net gain of 13 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Bain Capital Life Sciences Investors, opening a new position worth an estimated $21.7M. The largest seller was Lynx1 Capital Management, cutting an estimated $2.97M.

  • 84 institutional investors held Cabaletta Bio (CABA) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $470M of Cabaletta Bio stock for Q2 2023, up 131% quarter-over-quarter.
  • 29 funds opened new Cabaletta Bio positions in Q2 2023 and 16 closed out, a net change of +13 holders.
  • The largest Cabaletta Bio buyer in Q2 2023 was Bain Capital Life Sciences Investors, an estimated $21.7M added.
  • The largest Cabaletta Bio seller in Q2 2023 was Lynx1 Capital Management, an estimated $2.97M sold.

Based on aggregated 13F filings for Q2 2023.