Cogent Biosciences
COGT
82 hedge funds and large institutions have $385M invested in Cogent Biosciences in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
29% more capital invested
Capital invested by funds: $299M → $385M (+$85.5M)
16.87% more ownership
Funds ownership: 95.8% → 112.67% (+17%)
12% more funds holding
Funds holding: 73 → 82 (+9)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$30.6M |
| 2 |
FM
Frazier Management
Seattle,
Washington
|
+$15.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$8.71M |
| 4 |
VC
Vivo Capital
Palo Alto,
California
|
+$4.35M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$6.74M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$1.2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.16M |
| 4 |
ABG
Ally Bridge Group
New York
|
-$1.05M |
| 5 |
MCM
Moore Capital Management
New York
|
-$995K |
COGT Hedge Fund Activity: Q4 2021 in Review
82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cogent Biosciences (COGT) for Q4 2021, worth a combined $385M — up 29% from $299M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new COGT positions and 13 closed out — a net gain of 10 holders — while 18 added to existing stakes and 23 trimmed.
The largest buyer was Eventide Asset Management, opening a new position worth an estimated $30.6M. The largest seller was Logos Global Management, cutting an estimated $6.74M.
- 82 institutional investors held Cogent Biosciences (COGT) as of Q4 2021, up from 73 in Q3 2021.
- Funds reported $385M of Cogent Biosciences stock for Q4 2021, up 29% quarter-over-quarter.
- 23 funds opened new Cogent Biosciences positions in Q4 2021 and 13 closed out, a net change of +10 holders.
- The largest Cogent Biosciences buyer in Q4 2021 was Eventide Asset Management, an estimated $30.6M added.
- The largest Cogent Biosciences seller in Q4 2021 was Logos Global Management, an estimated $6.74M sold.
Based on aggregated 13F filings for Q4 2021.