Replimune Group
REPL
199 hedge funds and large institutions have $1.06B invested in Replimune Group in 2026 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 72 increasing their positions, 44 reducing their positions, and 51 closing their positions.
111% more call options, than puts
Call options by funds: $73.7M | Put options by funds: $35M
71% more capital invested
Capital invested by funds: $619M → $1.06B (+$437M)
64% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 44
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
41% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 51
17.38% more ownership
Funds ownership: 98.21% → 115.59% (+17%)
11% more funds holding
Funds holding: 180 → 199 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Boxer Capital Management
San Diego,
California
|
+$17.2M |
| 2 |
BlackRock
New York
|
+$16.6M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
+$15.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.1M |
| 5 |
Goldman Sachs
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$39.8M |
| 2 |
EC
EcoR1 Capital
San Francisco,
California
|
-$7.65M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.83M |
| 4 |
ACM
ADAR1 Capital Management
Austin,
Texas
|
-$5.67M |
| 5 |
SCM
Sio Capital Management
New York
|
-$5.51M |
REPL Hedge Fund Activity: Q2 2026 in Review
199 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Replimune Group (REPL) for Q2 2026, worth a combined $1.06B — up 71% from $619M a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new REPL positions and 51 closed out — a net gain of 21 holders — while 72 added to existing stakes and 44 trimmed.
The largest buyer was Boxer Capital Management, adding an estimated $17.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $39.8M.
- 199 institutional investors held Replimune Group (REPL) as of Q2 2026, up from 180 in Q1 2026.
- Funds reported $1.06B of Replimune Group stock for Q2 2026, up 71% quarter-over-quarter.
- 72 funds opened new Replimune Group positions in Q2 2026 and 51 closed out, a net change of +21 holders.
- The largest Replimune Group buyer in Q2 2026 was Boxer Capital Management, an estimated $17.2M added.
- The largest Replimune Group seller in Q2 2026 was T. Rowe Price Associates, an estimated $39.8M sold.
Based on aggregated 13F filings for Q2 2026.