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PepGen

43 hedge funds and large institutions have $84.4M invested in PepGen in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% less ownership

Funds ownership: 71.89%69.81% (-2.1%)

2% less funds holding

Funds holding: 4443 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

45% less capital invested

Capital invested by funds: $154M → $84.4M (-$69.3M)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$33.1K
UBS Group
27
UBS Group
Switzerland
$26.2K -$2.14K -335 -6%
AIG
28
American International Group
New York
$25.5K +$1.14K +179 +4%
TRCT
29
Tower Research Capital (TRC)
New York
$20.3K +$14.8K +2,319 +139%
Wells Fargo
30
Wells Fargo
California
$12K -$10.6K -1,660 -41%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$11.3K -$7.17K -1,125 -34%
SO
32
STRS Ohio
Ohio
$9K
Barclays
33
Barclays
United Kingdom
$8.27K -$28.7K -4,498 -73%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8K +$4.51K +708 +74%
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$7.1K +$8.78K +1,377 +6,885%
AB
36
Amalgamated Bank
New York
$7K
Zurich Cantonal Bank
37
Zurich Cantonal Bank
Switzerland
$6.66K -$1.33K -209 -14%
AIP
38
Ameritas Investment Partners
Nebraska
$5.97K
Legal & General Group
39
Legal & General Group
United Kingdom
$5.78K
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$5.71K +$7.17K +1,124 New
CUAMC
41
China Universal Asset Management Company
China
$3.12K +$1.94K +304 +98%
Citigroup
42
Citigroup
New York
$1.53K -$275K -43,147 -99%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
-$2.66M -199,532 Closed
Jane Street
44
Jane Street
New York
-$135K -15,104 Closed
Goldman Sachs
45
Goldman Sachs
New York
-$124K -13,825 Closed
HF
46
HRT Financial
New York
-$113K -12,658 Closed
YIH
47
Y-Intercept (HK)
Hong Kong
-$103K -11,485 Closed
Deutsche Bank
48
Deutsche Bank
Germany
-$63.1K -7,055 Closed

PEPG Hedge Fund Activity: Q3 2023 in Review

43 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in PepGen (PEPG) for Q3 2023, worth a combined $84.4M — down 45% from $154M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PEPG and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.

The largest buyer was Adage Capital Partners, adding an estimated $670K. The largest seller was Bank of Montreal, exiting entirely with an estimated $2.66M sold.

  • 43 institutional investors held PepGen (PEPG) as of Q3 2023, down from 44 in Q2 2023.
  • Funds reported $84.4M of PepGen stock for Q3 2023, down 45% quarter-over-quarter.
  • 5 funds opened new PepGen positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest PepGen buyer in Q3 2023 was Adage Capital Partners, an estimated $670K added.
  • The largest PepGen seller in Q3 2023 was Bank of Montreal, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2023.