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Cabaletta Bio

41 hedge funds and large institutions have $117M invested in Cabaletta Bio in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 4041 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 67.69%66.92% (-0.76%)

48% less capital invested

Capital invested by funds: $227M → $117M (-$110M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5VM
1
5AM Venture Management
California
$26.8M
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$26.3M -$1.88M -137,166 -4%
CAM
3
Cormorant Asset Management
Massachusetts
$15.4M -$182K -13,286 -0.6%
BC
4
Boxer Capital
California
$11.4M
RG
5
Redmile Group
California
$10.4M -$79.5K -5,800 -0.4%
DM
6
Deerfield Management
New York
$9.38M -$4.72M -344,191 -21%
BBA
7
Baker Bros. Advisors
New York
$4.64M
Millennium Management
8
Millennium Management
New York
$2.87M +$2.1M +152,865 +64%
BlackRock
9
BlackRock
New York
$2.25M +$970K +70,744 +30%
Vanguard Group
10
Vanguard Group
Pennsylvania
$2.22M +$5.52K +403 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.08M +$513K +37,434 +34%
Victory Capital Management
12
Victory Capital Management
Texas
$1.05M +$953K +69,492 +93%
State Street
13
State Street
Massachusetts
$769K +$824K +60,085 +133%
Northern Trust
14
Northern Trust
Illinois
$712K +$414K +30,204 +45%
Norges Bank
15
Norges Bank
Norway
$344K -$245K -17,900 -28%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$223K
Goldman Sachs
17
Goldman Sachs
New York
$185K +$347K +25,303 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$154K +$116K +8,490 +68%
Charles Schwab
19
Charles Schwab
California
$136K +$64.4K +4,700 +34%
N
20
Nuveen
North Carolina
$121K +$84.9K +6,194 +60%
Citadel Advisors
21
Citadel Advisors
Florida
$119K +$224K +16,312 New
ECM
22
ExodusPoint Capital Management
New York
$114K +$215K +15,668 New
JP Morgan Chase
23
JP Morgan Chase
New York
$98K +$155K +11,336 +533%
Renaissance Technologies
24
Renaissance Technologies
New York
$95K +$178K +13,000 New
Squarepoint
25
Squarepoint
New York
$92K +$172K +12,537 New

CABA Hedge Fund Activity: Q1 2020 in Review

41 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Cabaletta Bio (CABA) for Q1 2020, worth a combined $117M — down 48% from $227M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CABA positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.1M. The largest seller was Deerfield Management, cutting an estimated $4.72M.

  • 41 institutional investors held Cabaletta Bio (CABA) as of Q1 2020, up from 40 in Q4 2019.
  • Funds reported $117M of Cabaletta Bio stock for Q1 2020, down 48% quarter-over-quarter.
  • 6 funds opened new Cabaletta Bio positions in Q1 2020 and 5 closed out, a net change of +1 holder.
  • The largest Cabaletta Bio buyer in Q1 2020 was Millennium Management, an estimated $2.1M added.
  • The largest Cabaletta Bio seller in Q1 2020 was Deerfield Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2020.