Repligen
RGEN
405 hedge funds and large institutions have $8.17B invested in Repligen in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 151 increasing their positions, 149 reducing their positions, and 70 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2.66% more ownership
Funds ownership: 88.11% → 90.77% (+2.7%)
1% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 149
10% less funds holding
Funds holding: 450 → 405 (-45)
11% less capital invested
Capital invested by funds: $9.15B → $8.17B (-$984M)
16% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $41.1M
54% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$278M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$161M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$116M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$54.8M |
| 5 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$148M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.6M |
| 3 |
FAM
Fred Alger Management
New York
|
-$59.8M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$59M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$56.6M |
RGEN Hedge Fund Activity: Q2 2022 in Review
405 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Repligen (RGEN) for Q2 2022, worth a combined $8.17B — down 11% from $9.15B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of RGEN and 32 opened new positions — a net loss of 38 holders — while 149 trimmed existing stakes and 151 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $278M. The largest seller was Select Equity Group, cutting an estimated $148M.
- 405 institutional investors held Repligen (RGEN) as of Q2 2022, down from 450 in Q1 2022.
- Funds reported $8.17B of Repligen stock for Q2 2022, down 11% quarter-over-quarter.
- 32 funds opened new Repligen positions in Q2 2022 and 70 closed out, a net change of -38 holders.
- The largest Repligen buyer in Q2 2022 was T. Rowe Price Associates, an estimated $278M added.
- The largest Repligen seller in Q2 2022 was Select Equity Group, an estimated $148M sold.
Based on aggregated 13F filings for Q2 2022.