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Repligen

449 hedge funds and large institutions have $8.76B invested in Repligen in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 151 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

33% more capital invested

Capital invested by funds: $6.59B → $8.76B (+$2.17B)

15% more funds holding

Funds holding: 390449 (+59)

4% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 151

0% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $39.6M

0.56% less ownership

Funds ownership: 85.3%84.75% (-0.56%)

Holders
449
Holders Change
+59
Holders Change %
+15.13%
% of All Funds
7.95%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
157
Reduced
151
Closed
37
Calls
$39.5M
Puts
$39.6M
Net Calls
-$176K
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$869M +$26.1M +143,564 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$845M +$29M +159,212 +4%
Invesco
3
Invesco
Georgia
$476M +$49.4M +271,701 +12%
Marshall Wace
4
Marshall Wace
United Kingdom
$284M +$104M +573,604 +63%
FAM
5
Fred Alger Management
New York
$251M +$30.4M +166,836 +15%
Select Equity Group
6
Select Equity Group
New York
$237M -$1.36M -7,470 -0.6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$228M +$39M +214,585 +22%
State Street
8
State Street
Massachusetts
$226M +$7.31M +40,160 +4%
1WCM
9
12 West Capital Management
New York
$211M
AllianceBernstein
10
AllianceBernstein
Tennessee
$208M -$8.25M -45,346 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$199M +$58.3M +320,301 +45%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$196M -$26.1M -143,698 -12%
Wells Fargo
13
Wells Fargo
California
$171M +$13M +71,681 +9%
Bank of America
14
Bank of America
North Carolina
$149M +$13.8M +75,648 +11%
Franklin Resources
15
Franklin Resources
California
$143M +$14.2M +78,073 +12%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$136M +$619K +3,400 +0.5%
Federated Hermes
17
Federated Hermes
Pennsylvania
$132M +$1.83M +10,072 +1%
Renaissance Technologies
18
Renaissance Technologies
New York
$128M -$41.4M -227,293 -25%
SIMG
19
Stephens Investment Management Group
Texas
$120M -$7.78M -42,789 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$120M +$9.48M +52,121 +9%
Ameriprise
21
Ameriprise
Minnesota
$118M -$5.92M -32,544 -5%
Impax Asset Management Group
22
Impax Asset Management Group
United Kingdom
$107M +$50.2M +275,711 +97%
EAM
23
Eagle Asset Management
Florida
$94.3M +$23.9M +131,205 +36%
GGHC
24
Gilder Gagnon Howe & Co
New York
$92.1M -$424K -2,328 -0.5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$91M +$34M +186,936 +65%

RGEN Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Repligen (RGEN) for Q4 2020, worth a combined $8.76B — up 33% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new RGEN positions and 37 closed out — a net gain of 62 holders — while 157 added to existing stakes and 151 trimmed.

The largest buyer was Marshall Wace, adding an estimated $104M. The largest seller was Wellington Management Group, exiting entirely with an estimated $146M sold.

  • 449 institutional investors held Repligen (RGEN) as of Q4 2020, up from 390 in Q3 2020.
  • Funds reported $8.76B of Repligen stock for Q4 2020, up 33% quarter-over-quarter.
  • 99 funds opened new Repligen positions in Q4 2020 and 37 closed out, a net change of +62 holders.
  • The largest Repligen buyer in Q4 2020 was Marshall Wace, an estimated $104M added.
  • The largest Repligen seller in Q4 2020 was Wellington Management Group, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2020.