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Replimune Group

167 hedge funds and large institutions have $799M invested in Replimune Group in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

6% more funds holding

Funds holding: 157167 (+10)

3.06% more ownership

Funds ownership: 103.37%106.44% (+3.1%)

15% less capital invested

Capital invested by funds: $943M → $799M (-$144M)

73% less call options, than puts

Call options by funds: $716K | Put options by funds: $2.64M

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
62
Reduced
50
Closed
15
Calls
$716K
Puts
$2.64M
Net Calls
-$1.92M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$108M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$106M -$1.35M -109,051 -1%
BlackRock
3
BlackRock
New York
$59.1M +$6.13M +495,498 +9%
RG
4
Redmile Group
California
$47.8M -$86.6K -7,000 -0.1%
FIS
5
FCPM III Services
Netherlands
$38.1M -$755K -60,972 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.4M +$2.94M +237,185 +7%
TCM
7
Tang Capital Management
California
$28.3M +$2.48M +200,000 +7%
Marshall Wace
8
Marshall Wace
United Kingdom
$24.3M +$19.7M +1,591,501 +178%
SI
9
Sofinnova Investments
California
$24.2M -$8.29M -669,583 -21%
State Street
10
State Street
Massachusetts
$23.4M +$2.4M +193,996 +9%
RI
11
RTW Investments
New York
$20.1M
OFM
12
Omega Fund Management
Massachusetts
$19.3M
BCM
13
Boxer Capital Management
California
$17.5M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.3M +$3.01M +243,104 +17%
B
15
Braidwell
Connecticut
$14.3M -$189K -15,276 -1%
Millennium Management
16
Millennium Management
New York
$11.9M +$415K +33,574 +3%
MB
17
MPM BioImpact
Massachusetts
$9.62M +$458K +37,036 +4%
PHP
18
Parkman Healthcare Partners
Connecticut
$9.27M +$998K +80,640 +9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$9.27M +$2.12M +171,709 +22%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$9.13M -$1.98M -160,384 -15%
Morgan Stanley
21
Morgan Stanley
New York
$9.05M -$1.48M -119,365 -11%
WP
22
Woodline Partners
California
$8.34M +$11.5K +929 +0.1%
EC
23
EcoR1 Capital
California
$8.29M
RA
24
Rosalind Advisors
Ontario, Canada
$8.29M +$7.3M +590,000 +227%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$7.77M -$2.18M -175,995 -18%

REPL Hedge Fund Activity: Q1 2025 in Review

167 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Replimune Group (REPL) for Q1 2025, worth a combined $799M — down 15% from $943M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REPL positions and 15 closed out — a net gain of 10 holders — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Marshall Wace, adding an estimated $19.7M. The largest seller was Sofinnova Investments, cutting an estimated $8.29M.

  • 167 institutional investors held Replimune Group (REPL) as of Q1 2025, up from 157 in Q4 2024.
  • Funds reported $799M of Replimune Group stock for Q1 2025, down 15% quarter-over-quarter.
  • 25 funds opened new Replimune Group positions in Q1 2025 and 15 closed out, a net change of +10 holders.
  • The largest Replimune Group buyer in Q1 2025 was Marshall Wace, an estimated $19.7M added.
  • The largest Replimune Group seller in Q1 2025 was Sofinnova Investments, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2025.