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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $322.02 M.
Top institutional holders include Steven Cohen and Chuck Royce.
Institutional sentiment is currently Bearish. This is evidenced by a $168.94 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 145.5%. Conversely, Steven Cohen reduced exposure by 24.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.32% | Reduce -24.7% | 1,440,721 | $192.58 M | Q3 2025 | |
| 0.20% | Add 66.1% | 148,658 | $19.87 M | Q3 2025 | |
| 0.27% | New Buy | 145,000 | $19.38 M | Q3 2025 | |
| 0.03% | Add 145.5% | 129,522 | $17.31 M | Q3 2025 | |
| 0.02% | Add 65.0% | 109,404 | $14.62 M | Q3 2025 | |
| 0.03% | Add 83.4% | 43,213 | $5.78 M | Q3 2025 | |
| 0.02% | New Buy | 33,616 | $4.49 M | Q3 2025 | |
| 0.00% | New Buy | 9,216 | $1.18 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Repligen Corporation (RGEN)
Major holders include Steven Cohen ($192.58 M), Chuck Royce ($19.87 M), Louis Moore Bacon ($19.38 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.06 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $168.94 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited RGEN. The total reported sell value was $220.54 M.
Yes, 3 managers opened new positions in RGEN, and 4 increased their existing holdings. The total reported buy value was $51.6 M.