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PepGen

42 hedge funds and large institutions have $110M invested in PepGen in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $84.4M → $110M (+$26M)

1.61% less ownership

Funds ownership: 69.81%68.2% (-1.6%)

2% less funds holding

Funds holding: 4342 (-1)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$82K
Jane Street
27
Jane Street
New York
$76.3K +$61.6K +11,228 New
UBS Group
28
UBS Group
Switzerland
$74.2K +$31.6K +5,764 +112%
JP Morgan Chase
29
JP Morgan Chase
New York
$69K -$4.49K -818 -7%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$44.1K -$170 -31 -0.5%
AIG
31
American International Group
New York
$34K -$110 -20 -0.4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$22K +$8.31K +1,516 +91%
Wells Fargo
33
Wells Fargo
California
$20.2K +$3.32K +606 +26%
SO
34
STRS Ohio
Ohio
$12K
TRCT
35
Tower Research Capital (TRC)
New York
$12K -$12.2K -2,229 -56%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$11.2K -$3.09K -564 -25%
Citigroup
37
Citigroup
New York
$9.32K +$5.86K +1,069 +355%
AB
38
Amalgamated Bank
New York
$8K -$888 -162 -12%
AIP
39
Ameritas Investment Partners
Nebraska
$7.99K
Legal & General Group
40
Legal & General Group
United Kingdom
$5.8K -$1.56K -285 -25%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$836 -$5.49K -1,001 -89%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$7 -$7.18K -1,310 -100%
Renaissance Technologies
43
Renaissance Technologies
New York
-$51K -10,000 Closed
Allspring Global Investments
44
Allspring Global Investments
North Carolina
-$33.3K -6,564 Closed
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
-$7.1K -1,397 Closed
CUAMC
46
China Universal Asset Management Company
China
-$3.12K -615 Closed

PEPG Hedge Fund Activity: Q4 2023 in Review

42 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PepGen (PEPG) for Q4 2023, worth a combined $110M — up 31% from $84.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PEPG and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $5.42M. The largest seller was Fidelity Investments, cutting an estimated $8.93M.

  • 42 institutional investors held PepGen (PEPG) as of Q4 2023, down from 43 in Q3 2023.
  • Funds reported $110M of PepGen stock for Q4 2023, up 31% quarter-over-quarter.
  • 4 funds opened new PepGen positions in Q4 2023 and 5 closed out, a net change of -1 holder.
  • The largest PepGen buyer in Q4 2023 was Janus Henderson Group, an estimated $5.42M added.
  • The largest PepGen seller in Q4 2023 was Fidelity Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q4 2023.