REPL
Replimune Group, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -21.1% ·
flujo de acciones -0.6% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | +2 | 45.55M | $503.98M | +13 | −11 |
| Q1 2026 | 75 | +4 | 41.32M | $315.89M | +10 | −6 |
| Q4 2025 | 71 | +3 | 45.45M | $441.76M | +3 | — |
| Q3 2025 | 15 | -4 | 32.26M | $135.16M | — | −4 |
| Q2 2025 | 16 | 0 | 29.86M | $277.39M | — | — |
| Q1 2025 | 13 | 0 | 20.78M | $202.64M | — | — |
| Q4 2024 | 13 | +1 | 19.63M | $237.78M | +2 | −1 |
| Q3 2024 | 11 | +1 | 14.48M | $158.71M | +1 | — |
| Q2 2024 | 10 | — | 16.01M | $144.07M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 8.31M | -23.2% | $34.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 8.31M | -23.2% | $34.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 5.78M | +0.8% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 3.63M | +409.4% | $15.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 3.48M | +0.3% | $14.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 3.48M | +0.3% | $14.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 3.48M | +0.3% | $14.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 3.48M | +0.3% | $14.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 3.48M | +0.3% | $14.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (pasivo) | 2.92M | +19.2% | $12.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 1.70M | +4.4% | $7.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 1.70M | +4.4% | $7.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Millennium Management ✦ | 1.59M | +100.2% | $6.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.38M | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.36M | +247.5% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 1.13M | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 1.13M | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 403.50K | -20.4% | $1.69M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 403.50K | -20.4% | $1.69M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 38 | Wellington Management ✦ | 227.02K | -76.0% | $951,197 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Wellington Management ✦ | 227.02K | -76.0% | $951,197 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | Wellington Management ✦ | 227.02K | -76.0% | $951,197 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 157.50K | +602.5% | $659,921 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 120.23K | -56.7% | $503,773 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 120.23K | -56.7% | $503,773 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 76.03K | — | $318,574 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 76.03K | — | $318,574 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 76.03K | — | $318,574 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 76.03K | — | $318,574 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 76.03K | — | $318,574 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 76.03K | — | $318,574 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $17.34M | era 0.0% |
| Renaissance Technologies | $1.42M | era 0.0% |
| Fisher Asset Management | $761,306 | era 0.0% |
| AQR Capital Management | $113,450 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 70.00K acciones, $535 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 9.26K acc. · $132,176
Officer · 11.45K acc. · $148,481
Officer, Director · 39.34K acc. · $510,253
Officer · 7.63K acc. · $98,987
Officer · 11.45K acc. · $148,468
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
11.8% de clase · Ver presentación original ante la SEC ↗