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Cabaletta Bio

63 hedge funds and large institutions have $135M invested in Cabaletta Bio in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

8.95% more ownership

Funds ownership: 67.45%76.4% (+8.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 6863 (-5)

25% less capital invested

Capital invested by funds: $180M → $135M (-$44.6M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

78% less call options, than puts

Call options by funds: $118K | Put options by funds: $546K

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
16
Closed
17
Calls
$118K
Puts
$546K
Net Calls
-$428K
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$26.2M
5VM
2
5AM Venture Management
California
$25.7M
CAM
3
Cormorant Asset Management
Massachusetts
$13.9M -$2.88M -292,801 -15%
BC
4
Boxer Capital
California
$13.8M
Millennium Management
5
Millennium Management
New York
$8.52M +$1.12M +114,417 +13%
IC
6
Ikarian Capital
Texas
$8.14M +$5.48M +557,744 +143%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.28M +$357K +36,314 +5%
RG
8
Redmile Group
California
$5.99M
BBA
9
Baker Bros. Advisors
New York
$5.47M
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.6M +$3.47M +352,700 +194%
DM
11
Deerfield Management
New York
$3.99M
BlackRock
12
BlackRock
New York
$2.73M -$7.19M -731,376 -70%
AGA
13
Altrinsic Global Advisors
Connecticut
$1.12M +$98.3K +10,000 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.01M -$830K -84,482 -42%
BFM
15
Boothbay Fund Management
New York
$977K +$676K +68,794 +153%
Morgan Stanley
16
Morgan Stanley
New York
$940K +$840K +85,531 +361%
E
17
Ergoteles
New York
$482K +$550K +56,000 New
Victory Capital Management
18
Victory Capital Management
Texas
$415K -$21.4K -2,173 -4%
TEE
19
Tibra Equities Europe
United Kingdom
$395K +$451K +45,900 New
HSBC Holdings
20
HSBC Holdings
United Kingdom
$344K +$25.4K +2,584 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$321K +$182K +18,481 +98%
HF
22
HRT Financial
New York
$321K +$367K +37,371 New
First Trust Advisors
23
First Trust Advisors
Illinois
$309K -$2.39K -243 -0.7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$307K
Goldman Sachs
25
Goldman Sachs
New York
$304K -$93.5K -9,514 -21%

CABA Hedge Fund Activity: Q2 2021 in Review

63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cabaletta Bio (CABA) for Q2 2021, worth a combined $135M — down 25% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CABA and 12 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Ikarian Capital, adding an estimated $5.48M. The largest seller was BlackRock, cutting an estimated $7.19M.

  • 63 institutional investors held Cabaletta Bio (CABA) as of Q2 2021, down from 68 in Q1 2021.
  • Funds reported $135M of Cabaletta Bio stock for Q2 2021, down 25% quarter-over-quarter.
  • 12 funds opened new Cabaletta Bio positions in Q2 2021 and 17 closed out, a net change of -5 holders.
  • The largest Cabaletta Bio buyer in Q2 2021 was Ikarian Capital, an estimated $5.48M added.
  • The largest Cabaletta Bio seller in Q2 2021 was BlackRock, an estimated $7.19M sold.

Based on aggregated 13F filings for Q2 2021.