REPL
Replimune Group, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +4.4% ·
flujo de acciones +7.8% ·
nuevas posiciones netas +4.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 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 ✦ | 8.26M | -0.5% | $80.31M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (pasivo) | 6.07M | +5.1% | $59.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 3 | The Vanguard Group ✦ (pasivo) | 3.78M | +8.5% | $36.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (pasivo) | 3.69M | +26.3% | $35.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 2.98M | +119.1% | $28.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | D. E. Shaw & Co. ✦ | 2.58M | +538.2% | $25.03M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Toronto Dominion Bank | 2.23M | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 1.81M | Nuevo | $17.57M | 0.0% | New | 1 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 1.75M | +3.2% | $17.02M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Dimensional Fund Advisors Lp | 1.12M | — | $10.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 925.17K | +1116.8% | $8.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Millennium Management ✦ | 834.56K | -47.5% | $8.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 814.89K | -40.8% | $7.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 14 | Goldman Sachs Group ✦ | 658.10K | -42.0% | $6.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Invesco Ltd. | 613.01K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Susquehanna International Group, Llp | 606.84K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 604.31K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Charles Schwab Investment… | 587.89K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 584.33K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Northern Trust Corp | 539.60K | — | $5.24M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Bnp Paribas Financial Markets | 460.70K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 444.07K | +181.9% | $4.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 405.05K | Nuevo | $3.94M | 0.0% | New | 1 | SEC ↗ |
| 24 | Barclays Plc | 292.19K | — | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Td Asset Management Inc | 266.48K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 253.59K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Bank Of America Corp /De/ | 215.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Bank of New York Mellon Corp | 209.22K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Wellington Management ✦ | 208.67K | -8.1% | $2.03M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 30 | Manufacturers Life Insurance… | 178.91K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 158.36K | +31.7% | $1.54M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 32 | American Century Companies Inc | 148.09K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Tudor Investment Corp Et Al | 128.38K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Marshall Wace ✦ | 93.58K | Nuevo | $909,646 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Wells Fargo & Company/Mn | 90.72K | — | $881,837 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Rhumbline Advisers | 89.31K | — | $868,089 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Point72 Asset Management ✦ | 72.21K | -98.0% | $701,881 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 67.27K | — | $653,874 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Alliancebernstein L.P. | 62.14K | — | $604,001 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Nuveen, LLC | 57.61K | — | $560,008 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 53.94K | — | $524,336 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Raymond James Financial Inc | 47.36K | — | $460,378 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Creative Planning | 45.16K | — | $438,960 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | State Of Wisconsin Investment Board | 41.18K | — | $400,279 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 40.35K | — | $393,043 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Osaic Holdings, Inc. | 35.20K | — | $342,143 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Voya Investment Management Llc | 32.09K | — | $311,944 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Balyasny Asset Management L.P. | 25.32K | — | $246,101 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 20.19K | — | $196,285 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | HighTower Advisors, LLC | 20.12K | — | $195,596 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | LPL Financial LLC | 17.12K | — | $166,387 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | ProShare Advisors LLC | 16.12K | — | $156,647 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 15.41K | — | $149,820 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | New York State Common Retirement… | 15.21K | — | $147,851 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | State Board Of Administration Of… | 12.84K | — | $124,844 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 12.59K | — | $122,326 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Simplex Trading, Llc | 12.36K | — | $120,110 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 12.29K | — | $119,449 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 8.12K | — | $78,936 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Legal & General Group Plc | 6.01K | — | $58,388 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 4.26K | — | $41,407 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cwm, Llc | 4.05K | — | $39,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Mirae Asset Global Investments Co.… | 3.81K | — | $37,053 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 3.63K | — | $35,332 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Us Bancorp \De\ | 3.14K | — | $30,511 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 2.30K | — | $22,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | Zurcher Kantonalbank (Zurich… | 632 | — | $6,143 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 387 | — | $3,762 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Optiver Holding B.V. | 313 | — | $3,042 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Daiwa Securities Group Inc. | 200 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 121 | — | $1,176 | 0.0% | n/c | 1 | SEC ↗ ×3 |
«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
| Adage Capital Partners | $17.57M | 0.0% |
| Renaissance Technologies | $3.94M | 0.0% |
| Marshall Wace | $909,646 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 178 tenedores, 80.31M acciones, $547.04M 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 ↗