Cullinan Oncology
CGEM
135 hedge funds and large institutions have $1.1B invested in Cullinan Oncology in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 16 closing their positions.
998% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $286K
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
131% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 26
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
64% more capital invested
Capital invested by funds: $671M → $1.1B (+$427M)
19% more funds holding
Funds holding: 113 → 135 (+22)
17.76% more ownership
Funds ownership: 91.42% → 109.18% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
+$54.4M |
| 2 |
DM
Deerfield Management
New York
|
+$45.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.1M |
| 4 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$33.2M |
| 5 |
VA
VR Adviser
New York
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
-$22.7M |
| 2 |
BOCH
Blue Owl Capital Holdings
New York
|
-$18.6M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
-$11.9M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$10.7M |
| 5 |
Morgan Stanley
New York
|
-$6.69M |
CGEM Hedge Fund Activity: Q2 2024 in Review
135 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cullinan Oncology (CGEM) for Q2 2024, worth a combined $1.1B — up 64% from $671M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new CGEM positions and 16 closed out — a net gain of 23 holders — while 60 added to existing stakes and 26 trimmed.
The largest buyer was BVF Inc, adding an estimated $54.4M. The largest seller was Braidwell, cutting an estimated $22.7M.
- 135 institutional investors held Cullinan Oncology (CGEM) as of Q2 2024, up from 113 in Q1 2024.
- Funds reported $1.1B of Cullinan Oncology stock for Q2 2024, up 64% quarter-over-quarter.
- 39 funds opened new Cullinan Oncology positions in Q2 2024 and 16 closed out, a net change of +23 holders.
- The largest Cullinan Oncology buyer in Q2 2024 was BVF Inc, an estimated $54.4M added.
- The largest Cullinan Oncology seller in Q2 2024 was Braidwell, an estimated $22.7M sold.
Based on aggregated 13F filings for Q2 2024.