Guru Ownership Over Time
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 $330.69 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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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)
Top Guru holders include Steven Cohen ($192.58 M), Chuck Royce ($19.87 M), Louis Moore Bacon ($19.38 M). Collectively, tracked Gurus hold 2.06 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $168.94 M, with 7 Gurus buying and 3 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 2 Gurus sold out of RGEN completely. Total sell value was $220.54 M.
Yes, 3 Gurus opened new positions in RGEN, and 4 added to their existing holdings. Total buy value was $51.6 M.