Cogent Biosciences
COGT
73 hedge funds and large institutions have $310M invested in Cogent Biosciences in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more funds holding
Funds holding: 69 → 73 (+4)
1.06% more ownership
Funds ownership: 94.74% → 95.8% (+1.1%)
9% more capital inflows, than outflows
Capital inflows: $30.3M | Capital outflows: $27.7M
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vivo Capital
Palo Alto,
California
|
+$10.9M |
| 2 |
Commodore Capital
New York
|
+$4.18M |
| 3 |
Silverarc Capital Management
Boston,
Massachusetts
|
+$3.68M |
| 4 |
Marshall Wace North America
New York
|
+$2.51M |
| 5 |
Polar Capital Holdings
London,
United Kingdom
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$8.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.5M |
| 3 |
Tekla Capital Management
Boston,
Massachusetts
|
-$4.36M |
| 4 |
Logos Global Management
San Francisco,
California
|
-$3.8M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$3.66M |
COGT Hedge Fund Activity: Q3 2021 in Review
73 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Cogent Biosciences (COGT) for Q3 2021, worth a combined $310M — up 5.4% from $294M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new COGT positions and 9 closed out — a net gain of 5 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Vivo Capital, opening a new position worth an estimated $10.9M. The largest seller was HHLR Advisors, exiting entirely with an estimated $8.11M sold.
- 73 institutional investors held Cogent Biosciences (COGT) as of Q3 2021, up from 69 in Q2 2021.
- Funds reported $310M of Cogent Biosciences stock for Q3 2021, up 5.4% quarter-over-quarter.
- 14 funds opened new Cogent Biosciences positions in Q3 2021 and 9 closed out, a net change of +5 holders.
- The largest Cogent Biosciences buyer in Q3 2021 was Vivo Capital, an estimated $10.9M added.
- The largest Cogent Biosciences seller in Q3 2021 was HHLR Advisors, an estimated $8.11M sold.
Based on aggregated 13F filings for Q3 2021.