Guru Ownership Trend
Guru Analysis for Replimune Group, Inc. (REPL)
Replimune Group, Inc. (REPL), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $14.56 M.
Top institutional holders include Jefferies Group and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $2.2 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 5.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Replimune Group, Inc. (REPL)
Major holders include Jefferies Group ($5.46 M), Renaissance Technologies (RenTech) ($2.92 M), Louis Moore Bacon ($2.38 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.68 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.2 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited REPL. The total reported sell value was $2.13 M.
Yes, 2 managers opened new positions in REPL, and 0 increased their existing holdings. The total reported buy value was $4.33 M.