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Caribou Biosciences

144 hedge funds and large institutions have $402M invested in Caribou Biosciences in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

71% more call options, than puts

Call options by funds: $544K | Put options by funds: $319K

19% more capital invested

Capital invested by funds: $338M → $402M (+$63.7M)

14% more funds holding

Funds holding: 126144 (+18)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.8% less ownership

Funds ownership: 80.17%79.37% (-0.8%)

Holders
144
Holders Change
+18
Holders Change %
+14.29%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
55
Reduced
31
Closed
12
Calls
$544K
Puts
$319K
Net Calls
+$225K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.5M +$4.86M +984,028 +16%
PHS
2
PFM Health Sciences
California
$37.1M -$1.21M -243,951 -4%
APM
3
Avidity Partners Management
Texas
$36.4M +$1.53M +310,000 +5%
State Street
4
State Street
Massachusetts
$29.3M -$1.16M -233,723 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.7M +$692K +139,893 +4%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$20.2M +$106K +21,543 +0.6%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$17.8M +$7.26M +1,468,701 +89%
PBA
8
Paradigm Biocapital Advisors
New York
$16.8M -$102K -20,662 -0.7%
EWM
9
Elmwood Wealth Management
California
$13.5M -$766 -155 -0%
Assenagon Asset Management
10
Assenagon Asset Management
Luxembourg
$12.9M -$1.93M -390,043 -15%
Morgan Stanley
11
Morgan Stanley
New York
$12.7M +$1.94M +391,947 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.3M +$1.08M +217,507 +14%
Bank of America
13
Bank of America
North Carolina
$9.13M -$3.53M -713,662 -31%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$8.28M -$3.06K -619 -0%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.74M +$3.74M +757,107 +128%
WP
16
Woodline Partners
California
$6.54M +$3.36M +679,133 +147%
KCM
17
Kynam Capital Management
New Jersey
$6.12M
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$5.39M -$4.89M -988,478 -51%
SCM
19
Silverarc Capital Management
Massachusetts
$5.16M +$39.7K +8,032 +0.9%
Fidelity International
20
Fidelity International
Bermuda
$4.93M
CS
21
Candriam SCA
Luxembourg
$4.93M +$4.25M +860,024 New
RCMU
22
Rokos Capital Management (UK)
United Kingdom
$4.8M -$9.43M -1,907,509 -69%
Charles Schwab
23
Charles Schwab
California
$4.63M +$1.07M +215,910 +36%
Northern Trust
24
Northern Trust
Illinois
$4.34M +$347K +70,197 +10%
Goldman Sachs
25
Goldman Sachs
New York
$3.78M +$1.31M +264,431 +67%

CRBU Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Caribou Biosciences (CRBU) for Q4 2023, worth a combined $402M — up 19% from $338M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CRBU positions and 12 closed out — a net gain of 18 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Alkeon Capital Management, adding an estimated $7.26M. The largest seller was Deerfield Management, exiting entirely with an estimated $16.7M sold.

  • 144 institutional investors held Caribou Biosciences (CRBU) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $402M of Caribou Biosciences stock for Q4 2023, up 19% quarter-over-quarter.
  • 30 funds opened new Caribou Biosciences positions in Q4 2023 and 12 closed out, a net change of +18 holders.
  • The largest Caribou Biosciences buyer in Q4 2023 was Alkeon Capital Management, an estimated $7.26M added.
  • The largest Caribou Biosciences seller in Q4 2023 was Deerfield Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2023.