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Repligen Corporation

RGEN Healthcare
$117.78 $-0.54 (-0.46%)
Market Cap: $6.63 B
Gurus Holding
7
Popularity Rank
#1074
% of Shares Held
2.44%
Net Activity (Q4 2025)
-$104.68 M

Guru Ownership Trend

Guru Analysis for Repligen Corporation (RGEN)

Repligen Corporation (RGEN), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $162.12 M.

Top institutional holders include Steven Cohen and Louis Moore Bacon.

Institutional sentiment is currently Bearish. This is evidenced by a $104.68 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Ray Dalio reduced exposure by 76.6%.

Key Holders

Top 5 by Value

$164.89 M
$24.08 M
$8.28 M
$1.42 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.03 M
Total Buy Value
New Buys 1
Additions 2
-$107.71 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Repligen Corporation (RGEN)

Major holders include Steven Cohen ($164.89 M), Louis Moore Bacon ($24.58 M), Chuck Royce ($24.08 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.38 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $104.68 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited RGEN. The total reported sell value was $107.71 M.

Yes, 1 managers opened new positions in RGEN, and 2 increased their existing holdings. The total reported buy value was $3.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Reduce -30.2% 1,006,310 $164.89 M Q4 2025
0.35% Add 3.5% 150,000 $24.58 M Q4 2025
0.24% Reduce -1.1% 146,973 $24.08 M Q4 2025
0.03% Add 16.9% 50,531 $8.28 M Q4 2025
0.00% Reduce -6.2% 8,648 $1.42 M Q4 2025
0.00% Reduce -76.6% 7,874 $1.29 M Q4 2025
0.01% New Buy 6,156 $1.01 M Q4 2025
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