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Cabaletta Bio

97 hedge funds and large institutions have $623M invested in Cabaletta Bio in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 10

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

94% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $741K

32% more capital invested

Capital invested by funds: $470M → $623M (+$152M)

15% more funds holding

Funds holding: 8497 (+13)

10.93% more ownership

Funds ownership: 91.81%102.75% (+11%)

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
47
Reduced
10
Closed
12
Calls
$1.44M
Puts
$741K
Net Calls
+$696K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Fred Alger Management
New York
$64.8M -$4.28M -313,431 -7%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$49.7M
CAM
3
Cormorant Asset Management
Massachusetts
$43.8M +$8.99M +657,685 +30%
CC
4
Commodore Capital
New York
$38.4M +$2.15M +157,567 +7%
BlackRock
5
BlackRock
New York
$37.2M +$10M +732,479 +43%
DM
6
Deerfield Management
New York
$35.6M
LCM
7
Lynx1 Capital Management
Puerto Rico
$32.1M -$1.03M -75,377 -3%
BCLSI
8
Bain Capital Life Sciences Investors
Massachusetts
$30.4M
VA
9
VR Adviser
New York
$30M +$27 +2 +0%
Vanguard Group
10
Vanguard Group
Pennsylvania
$30M +$3.37M +246,596 +14%
RG
11
Redmile Group
California
$27M +$5.52M +403,953 +29%
BBA
12
Baker Bros. Advisors
New York
$24.3M
State Street
13
State Street
Massachusetts
$23.3M +$14.6M +1,071,345 +232%
Jennison Associates
14
Jennison Associates
New York
$21.6M +$3.3M +241,803 +20%
Holocene Advisors
15
Holocene Advisors
New York
$18M +$16.2M +1,183,046 New
PA
16
Perceptive Advisors
New York
$17.2M -$5.64M -412,509 -27%
Invesco
17
Invesco
Georgia
$13M -$38.9K -2,846 -0.3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$10.5M +$2.58M +189,145 +38%
TCM
19
TCG Crossover Management
California
$7.41M
IHAM
20
Integral Health Asset Management
New York
$5.02M +$4.51M +330,000 New
Goldman Sachs
21
Goldman Sachs
New York
$4.57M +$4.1M +300,052 New
Northern Trust
22
Northern Trust
Illinois
$4.56M +$1.17M +85,287 +40%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.75M +$3.37M +246,570 New
Morgan Stanley
24
Morgan Stanley
New York
$3.38M +$200K +14,656 +7%
Prudential Financial
25
Prudential Financial
New Jersey
$2.85M +$6.36K +465 +0.2%

CABA Hedge Fund Activity: Q3 2023 in Review

97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cabaletta Bio (CABA) for Q3 2023, worth a combined $623M — up 32% from $470M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CABA positions and 12 closed out — a net gain of 14 holders — while 47 added to existing stakes and 10 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $16.2M. The largest seller was Boxer Capital, exiting entirely with an estimated $6.97M sold.

  • 97 institutional investors held Cabaletta Bio (CABA) as of Q3 2023, up from 84 in Q2 2023.
  • Funds reported $623M of Cabaletta Bio stock for Q3 2023, up 32% quarter-over-quarter.
  • 26 funds opened new Cabaletta Bio positions in Q3 2023 and 12 closed out, a net change of +14 holders.
  • The largest Cabaletta Bio buyer in Q3 2023 was Holocene Advisors, an estimated $16.2M added.
  • The largest Cabaletta Bio seller in Q3 2023 was Boxer Capital, an estimated $6.97M sold.

Based on aggregated 13F filings for Q3 2023.