InvestorLens

RGEN — REPLIGEN CORP

Health Care

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying RGEN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
41
Macro Tailwind
Macro conditions are mixed for this sector
53
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their RGEN position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Stanley Druckenmiller)
  • +5 tracked investors reported holding RGEN at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About REPLIGEN CORP (RGEN)

REPLIGEN CORP (RGEN) appears in the most recent 13F filings of 5 tracked institutional investors. REPLIGEN CORP is classified in the Health Care sector. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $238M. Across recent filings, tracked investors recorded 4 new positions, 3 increased, 1 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in RGEN

64
/100
Institutional Accumulation
Added / Increased7
Reduced1
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track RGEN

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

RGEN Ownership Composition

How REPLIGEN CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
86% of tracked value
Institutions
5
tracked investors
Total Reported
$98.7M
combined 13F value
Types2
  • Multi-Strategy / Quant85.8%
  • Macro14.2%
Multi-Strategy / Quant(3)
85.8%
Macro(2)
14.2%

Tracked investors currently reporting RGEN

2 tracked investors have since exited this position — listed separately below.

  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    166.2K
    Value
    $22.7M
    % Portfolio
    0.03%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    427.1K
    Value
    $58.3M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    27K
    Value
    $3.7M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    25.7K
    Value
    $3.5M
    % Portfolio
    0.00%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    77.4K
    Value
    $10.6M
    % Portfolio
    0.20%

Previously held RGEN

These investors reported RGEN in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Howard MarksOaktree Capital Management9M$8.8MMar 31, 2026
Ray DalioBridgewater Associates7.9K$1.3KDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold RGEN?
5 tracked institutional investors disclosed a position in RGEN (REPLIGEN CORP) in their most recent 13F filing.
Who is the largest institutional holder of RGEN?
Steve Cohen, Point72 Asset Management, holds the largest disclosed position in RGEN, valued at $238M.
Did institutional ownership of RGEN increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 3 increased, 1 reduced, and 3 fully exited RGEN.
What sector is RGEN in?
REPLIGEN CORP is classified in the Health Care GICS sector.
Where does this RGEN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
RGEN (REPLIGEN CORP) — Institutional Holders & 13F History — InvestorLens