REPL
Replimune Group, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones -7.0% ·
nuevas posiciones netas +5.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| 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 ✦ | 8.12M | -1.7% | $62.13M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (pasivo) | 6.24M | +2.8% | $47.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 3 | State Street Global Advisors ✦ (pasivo) | 3.78M | +2.4% | $28.93M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 2.76M | — | $21.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 2.34M | -9.3% | $17.87M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 2.28M | +246.0% | $17.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 2.05M | -31.4% | $15.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 1.80M | +2.9% | $13.79M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Toronto Dominion Bank | 1.59M | -28.6% | $12.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 1.14M | +1.9% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 789.95K | -14.6% | $5.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Morgan Stanley ✦ | 646.21K | -20.7% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 13 | Susquehanna International Group, Llp | 623.98K | +2.8% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Charles Schwab Investment… | 611.76K | +4.1% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 589.12K | +9.2% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | UBS Group AG | 581.21K | -3.8% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Jane Street Group, Llc | 428.14K | -26.7% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Citadel Advisors ✦ | 398.73K | +151.8% | $3.05M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 381.45K | -5.8% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 344.75K | -22.4% | $2.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 307.37K | -83.0% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 300.83K | -64.0% | $2.30M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 255.50K | Nuevo | $1.95M | 0.0% | New | 1 | SEC ↗ ×7 |
| 24 | Bank Of America Corp /De/ | 253.45K | +17.7% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Td Asset Management Inc | 242.61K | -9.0% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 204.79K | -2.1% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Wellington Management ✦ | 197.58K | -5.3% | $1.51M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 28 | Manufacturers Life Insurance… | 192.35K | +7.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Invesco Ltd. | 190.93K | -68.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Bnp Paribas Financial Markets | 158.36K | -65.6% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 108.48K | +782.7% | $829,849 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Tidal Investments LLC | 106.89K | Nuevo | $817,670 | 0.0% | New | 1 | SEC ↗ |
| 33 | Simplex Trading, Llc | 104.88K | +748.7% | $802,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Barclays Plc | 89.62K | -69.3% | $685,609 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Rhumbline Advisers | 87.74K | -1.8% | $671,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Connor, Clark & Lunn Investment… | 86.91K | Nuevo | $664,862 | 0.0% | New | 1 | SEC ↗ |
| 37 | Alliancebernstein L.P. | 62.14K | 0.0% | $604,001 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Raymond James Financial Inc | 72.14K | +52.3% | $551,910 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Hrt Financial Lp | 70.00K | -72.4% | $535,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 58.53K | Nuevo | $447,734 | 0.0% | New | 1 | SEC ↗ |
| 41 | Nuveen, LLC | 57.61K | 0.0% | $440,747 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 54.94K | +1.9% | $420,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | State Of Wisconsin Investment Board | 52.41K | +27.3% | $400,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Creative Planning | 49.08K | +8.7% | $375,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 42.74K | -52.9% | $326,954 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 41.22K | +2.2% | $311,635 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Federated Hermes, Inc. | 37.27K | Nuevo | $285,147 | 0.0% | New | 1 | SEC ↗ ×2 |
| 48 | Voya Investment Management Llc | 31.74K | -1.1% | $242,818 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Russell Investments Group, Ltd. | 31.49K | +287.8% | $240,917 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 50 | Balyasny Asset Management L.P. | 30.82K | +21.7% | $235,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Group One Trading Llc | 30.71K | Nuevo | $234,962 | 0.0% | New | 1 | SEC ↗ |
| 52 | Mercer Global Advisors Inc /Adv | 25.32K | Nuevo | $193,729 | 0.0% | New | 1 | SEC ↗ |
| 53 | Cerity Partners LLC | 18.42K | Nuevo | $140,929 | 0.0% | New | 1 | SEC ↗ ×2 |
| 54 | Commonwealth Equity Services, Llc | 17.79K | +15.4% | $136,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Citigroup Inc | 15.59K | -22.8% | $119,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Osaic Holdings, Inc. | 15.22K | -56.8% | $116,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | New York State Common Retirement… | 15.21K | 0.0% | $116,364 | 0.0% | Held | 2 | SEC ↗ |
| 58 | ProShare Advisors LLC | 14.08K | -12.7% | $107,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | LPL Financial LLC | 13.13K | -23.3% | $100,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | State Board Of Administration Of… | 12.84K | 0.0% | $98,257 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Ameriprise Financial Inc | 12.60K | +0.1% | $96,351 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Cwm, Llc | 12.41K | +206.6% | $94,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | American Century Companies Inc | 11.65K | -92.1% | $89,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Prudential Financial Inc | 11.03K | Nuevo | $84,380 | 0.0% | New | 1 | SEC ↗ |
| 65 | Legal & General Group Plc | 6.01K | 0.0% | $45,954 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Mirae Asset Global Investments Co.… | 4.31K | +13.0% | $32,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | California State Teachers… | 3.90K | -8.5% | $29,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 3.63K | 0.0% | $26,245 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 3.34K | +6.4% | $25,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 2.14K | +1669.4% | $16,378 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 71 | Zurcher Kantonalbank (Zurich… | 1.59K | +150.9% | $12,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fifth Third Bancorp | 787 | Nuevo | $6,020 | 0.0% | New | 1 | SEC ↗ |
| 73 | Optiver Holding B.V. | 553 | +76.7% | $4,230 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 388 | +0.3% | $2,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Royal Bank Of Canada | 350 | -84.8% | $2,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
«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
| AQR Capital Management | $1.95M | 0.0% |
| Tidal Investments LLC | $817,670 | 0.0% |
| Connor, Clark & Lunn… | $664,862 | 0.0% |
| Corient Private Wealth LP | $447,734 | 0.0% |
| Federated Hermes, Inc. | $285,147 | 0.0% |
| Group One Trading Llc | $234,962 | 0.0% |
| Mercer Global Advisors Inc… | $193,729 | 0.0% |
| Cerity Partners LLC | $140,929 | 0.0% |
| Prudential Financial Inc | $84,380 | 0.0% |
| Fifth Third Bancorp | $6,020 | 0.0% |
Posición cerrada
| Tudor Investment Corp Et Al | $1.25M | era 0.0% |
| Marshall Wace | $909,646 | era 0.0% |
| Point72 Asset Management | $701,881 | era 0.0% |
| Squarepoint Ops LLC | $653,874 | era 0.0% |
| HighTower Advisors, LLC | $195,596 | era 0.0% |
| Daiwa Securities Group Inc. | $2,000 | era 0.0% |
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 ↗