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Cogent Biosciences

39 hedge funds and large institutions have $33.7M invested in Cogent Biosciences in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.15% less ownership

Funds ownership: 11.83%10.68% (-1.2%)

26% less funds holding

Funds holding: 5339 (-14)

46% less capital invested

Capital invested by funds: $62.5M → $33.7M (-$28.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

Holders
39
Holders Change
-14
Holders Change %
-26.42%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
7
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AVAI
1
Atlas Venture Associates IX
Massachusetts
$8.81M
NLVP
2
New Leaf Venture Partners
New York
$4.7M
SAM
3
Sectoral Asset Management
Quebec, Canada
$4.16M
CI
4
Cowen Inc
New York
$2.15M +$11.3K +852 +0.4%
Fidelity International
5
Fidelity International
Bermuda
$2.05M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.92M
BlackRock
7
BlackRock
New York
$1.71M -$2.8M -210,153 -56%
NHAS
8
Novo Holdings A/S
Denmark
$1.24M
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.07M -$113K -8,502 -8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.05M -$5.36K -403 -0.4%
Millennium Management
11
Millennium Management
New York
$1.03M +$1.07M +80,227 +445%
WA
12
Wasatch Advisors
Utah
$667K
Northern Trust
13
Northern Trust
Illinois
$459K -$42.4K -3,187 -7%
PIM
14
Platinum Investment Management
Australia
$447K -$299K -22,474 -34%
Bank of America
15
Bank of America
North Carolina
$322K -$170K -12,795 -29%
PP
16
Paloma Partners
Connecticut
$227K +$288K +21,675 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$193K -$225K -16,942 -48%
Two Sigma Investments
18
Two Sigma Investments
New York
$160K -$86.9K -6,527 -30%
Goldman Sachs
19
Goldman Sachs
New York
$153K +$142K +10,664 +268%
Barclays
20
Barclays
United Kingdom
$152K +$175K +13,120 +913%
SM
21
Sabby Management
Florida
$133K -$517K -38,859 -75%
Jane Street
22
Jane Street
New York
$132K +$167K +12,583 New
Renaissance Technologies
23
Renaissance Technologies
New York
$120K -$71.4K -5,366 -32%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$117K -$214K -16,075 -59%
Morgan Stanley
25
Morgan Stanley
New York
$113K -$73.8K -5,549 -34%

COGT Hedge Fund Activity: Q2 2019 in Review

39 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Cogent Biosciences (COGT) for Q2 2019, worth a combined $33.7M — down 46% from $62.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of COGT and 5 opened new positions — a net loss of 12 holders — while 18 trimmed existing stakes and 7 added.

The largest buyer was Millennium Management, adding an estimated $1.07M. The largest seller was BlackRock, cutting an estimated $2.8M.

  • 39 institutional investors held Cogent Biosciences (COGT) as of Q2 2019, down from 53 in Q1 2019.
  • Funds reported $33.7M of Cogent Biosciences stock for Q2 2019, down 46% quarter-over-quarter.
  • 5 funds opened new Cogent Biosciences positions in Q2 2019 and 17 closed out, a net change of -12 holders.
  • The largest Cogent Biosciences buyer in Q2 2019 was Millennium Management, an estimated $1.07M added.
  • The largest Cogent Biosciences seller in Q2 2019 was BlackRock, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2019.