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Cullinan Oncology

103 hedge funds and large institutions have $330M invested in Cullinan Oncology in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $29K | Put options by funds: $15K

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more funds holding

Funds holding: 97103 (+6)

0.33% less ownership

Funds ownership: 82.37%82.04% (-0.33%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

17% less capital invested

Capital invested by funds: $396M → $330M (-$66.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
31
Reduced
34
Closed
11
Calls
$29K
Puts
$15K
Net Calls
+$14K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
MB
1
MPM BioImpact
Massachusetts
$78.2M
CA
2
CHI Advisors
New York
$34.3M +$352K +31,916 +1%
BI
3
BVF Inc
California
$32.7M -$47.5M -4,312,358 -57%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.1M -$2.84M -257,977 -9%
BlackRock
5
BlackRock
New York
$23.1M -$2.76M -250,618 -10%
AIG
6
American International Group
New York
$12.6M -$19.1K -1,729 -0.1%
NI
7
Nextech Invest
Switzerland
$12.5M
BC
8
Boxer Capital
California
$11M
Franklin Resources
9
Franklin Resources
California
$8.07M +$77.3K +7,012 +0.9%
RCMNY
10
Rubric Capital Management (New York)
New York
$6.41M
Citadel Advisors
11
Citadel Advisors
Florida
$6.37M +$4.17M +377,958 +154%
O
12
OrbiMed
New York
$6.19M -$352K -31,900 -5%
KCM
13
Kennedy Capital Management
Missouri
$5.98M -$316K -28,647 -5%
State Street
14
State Street
Massachusetts
$5.75M +$86.7K +7,863 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.5M -$213K -19,285 -3%
TCM
16
Tang Capital Management
California
$5.12M -$3.41M -309,231 -38%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$3.54M +$2.1M +190,541 +122%
American Century Companies
18
American Century Companies
Missouri
$3.29M +$625K +56,655 +21%
SCM
19
Silverarc Capital Management
Massachusetts
$2.71M +$393K +35,616 +16%
AG
20
Artal Group
Luxembourg
$2.56M
Northern Trust
21
Northern Trust
Illinois
$2.54M -$447K -40,557 -14%
EC
22
EcoR1 Capital
California
$2.52M -$8.69M -788,628 -76%
Millennium Management
23
Millennium Management
New York
$2.5M +$334K +30,284 +14%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.45M -$755K -68,500 -22%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$2.26M +$1.52M +138,330 +167%

CGEM Hedge Fund Activity: Q1 2023 in Review

103 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cullinan Oncology (CGEM) for Q1 2023, worth a combined $330M — down 17% from $396M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CGEM positions and 11 closed out — a net gain of 6 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.17M. The largest seller was BVF Inc, cutting an estimated $47.5M.

  • 103 institutional investors held Cullinan Oncology (CGEM) as of Q1 2023, up from 97 in Q4 2022.
  • Funds reported $330M of Cullinan Oncology stock for Q1 2023, down 17% quarter-over-quarter.
  • 17 funds opened new Cullinan Oncology positions in Q1 2023 and 11 closed out, a net change of +6 holders.
  • The largest Cullinan Oncology buyer in Q1 2023 was Citadel Advisors, an estimated $4.17M added.
  • The largest Cullinan Oncology seller in Q1 2023 was BVF Inc, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2023.