Cogent Biosciences
COGT
87 hedge funds and large institutions have $354M invested in Cogent Biosciences in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
33% more capital inflows, than outflows
Capital inflows: $45.7M | Capital outflows: $34.4M
6% more funds holding
Funds holding: 82 → 87 (+5)
9.59% less ownership
Funds ownership: 112.67% → 103.08% (-9.6%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
40% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commodore Capital
New York
|
+$8.49M |
| 2 |
5AM Venture Management
San Francisco,
California
|
+$4.95M |
| 3 |
Janus Henderson Group
London,
|
+$4.53M |
| 4 |
Eventide Asset Management
Boston,
Massachusetts
|
+$2.68M |
| 5 |
Farallon Capital Management
San Francisco,
California
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Frazier Management
Seattle,
Washington
|
-$15.2M |
| 2 |
RA Capital Management
Boston,
Massachusetts
|
-$8.8M |
| 3 |
Silverarc Capital Management
Boston,
Massachusetts
|
-$1.93M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.46M |
| 5 |
Ally Bridge Group
New York
|
-$1.34M |
COGT Hedge Fund Activity: Q1 2022 in Review
87 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in Cogent Biosciences (COGT) for Q1 2022, worth a combined $354M — down 8.2% from $385M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new COGT positions and 10 closed out — a net gain of 6 holders — while 18 added to existing stakes and 30 trimmed.
The largest buyer was Commodore Capital, adding an estimated $8.49M. The largest seller was Frazier Management, exiting entirely with an estimated $15.2M sold.
- 87 institutional investors held Cogent Biosciences (COGT) as of Q1 2022, up from 82 in Q4 2021.
- Funds reported $354M of Cogent Biosciences stock for Q1 2022, down 8.2% quarter-over-quarter.
- 16 funds opened new Cogent Biosciences positions in Q1 2022 and 10 closed out, a net change of +6 holders.
- The largest Cogent Biosciences buyer in Q1 2022 was Commodore Capital, an estimated $8.49M added.
- The largest Cogent Biosciences seller in Q1 2022 was Frazier Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2022.