Cullinan Oncology
CGEM
89 hedge funds and large institutions have $482M invested in Cullinan Oncology in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 14 closing their positions.
4,375% more call options, than puts
Call options by funds: $358K | Put options by funds: $8K
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
25% more capital invested
Capital invested by funds: $386M → $482M (+$95.4M)
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
9% more funds holding
Funds holding: 82 → 89 (+7)
1.25% more ownership
Funds ownership: 82.66% → 83.91% (+1.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
+$24.3M |
| 2 |
EC
EcoR1 Capital
San Francisco,
California
|
+$13.3M |
| 3 |
TCM
Tang Capital Management
San Diego,
California
|
+$6.91M |
| 4 |
BlackRock
New York
|
+$4.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16M |
| 2 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$15.1M |
| 3 |
FCMV
Foresite Capital Management V
Larkspur,
California
|
-$10.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$6.88M |
| 5 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$6.83M |
CGEM Hedge Fund Activity: Q2 2022 in Review
89 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Cullinan Oncology (CGEM) for Q2 2022, worth a combined $482M — up 25% from $386M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CGEM positions and 14 closed out — a net gain of 9 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was BVF Inc, adding an estimated $24.3M. The largest seller was Fidelity Investments, cutting an estimated $16M.
- 89 institutional investors held Cullinan Oncology (CGEM) as of Q2 2022, up from 82 in Q1 2022.
- Funds reported $482M of Cullinan Oncology stock for Q2 2022, up 25% quarter-over-quarter.
- 23 funds opened new Cullinan Oncology positions in Q2 2022 and 14 closed out, a net change of +9 holders.
- The largest Cullinan Oncology buyer in Q2 2022 was BVF Inc, an estimated $24.3M added.
- The largest Cullinan Oncology seller in Q2 2022 was Fidelity Investments, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2022.