Replimune Group, Inc.: which funds bought and sold

Institutions that bought and sold Replimune Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 142 institutions that filed 13F reports for both quarters added to or opened positions in Replimune Group, and 94 cut or closed them. Together they added a net 7.1M shares, +8.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 900K shares (−2.1%); index fund managers were net buyers of 4.0M shares (+23.4%). 71 opened a new position and 51 sold out entirely.

Bought, Q2 2026 142 institutions, 71 of them new holders Sold, Q2 2026 94 institutions, 51 of them sold out

Net change, all compared +7.1M shares (+8.8%)

Net change, active managers −900K shares (−2.1%), 21 bought, 26 sold

Buyers versus sellers

institutions compared, 247

142 bought 11 94 sold

Active managers and hedge funds 21 bought · 26 sold · −900K

Index fund managers 10 bought · 2 sold · +4.0M

Other institutions 111 bought · 66 sold · +4.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Boxer Capital Management, LLC Hedge fund	+2.8M +239.0%	4.0M	$44.1M
Blackrock, Inc. Index funds	+2.7M +43.6%	9.0M	$99.2M
Logos Global Management LP Hedge fund	+2.5M New position	2.5M	$27.7M
AQR Capital Management LLC Hedge fund	+2.3M +904.4%	2.6M	$28.4M
Goldman Sachs Group Inc	+2.3M +99.4%	4.5M	$50.3M
Jane Street Group, LLC	+1.9M +442.5%	2.3M	$25.7M
Opaleye Management Inc.	+1.4M New position	1.4M	$15.3M
Artisan Partners Limited Partnership Active manager	+973K New position	973K	$10.8M
Point72 Asset Management, L.P. Hedge fund	+723K New position	723K	$8M
State Street Corp Index funds	+658K +17.4%	4.4M	$49.2M
Nuveen, LLC	+620K +1076.0%	678K	$7.5M
UBS Group AG	+547K +94.1%	1.1M	$12.5M
Invesco Ltd.	+533K +279.3%	724K	$8M
Millennium Management LLC Hedge fund	+521K +173.2%	822K	$9.1M
Susquehanna Portfolio Strategies, LLC	+392K +256.7%	545K	$6M
Citadel Advisors LLC Hedge fund	+386K +96.7%	784K	$8.7M
Caption Management, LLC	+332K +73.5%	784K	$8.7M
Armistice Capital, LLC Hedge fund	+264K New position	264K	$2.9M
Eversept Partners, LP Hedge fund	+255K +76.3%	590K	$6.5M
Geode Capital Management, LLC Index funds	+234K +13.0%	2.0M	$22.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Boxer Capital Management, LLC Hedge fund	+2.8M +239.0%	4.0M	$44.1M
Logos Global Management LP Hedge fund	+2.5M New position	2.5M	$27.7M
AQR Capital Management LLC Hedge fund	+2.3M +904.4%	2.6M	$28.4M
Artisan Partners Limited Partnership Active manager	+973K New position	973K	$10.8M
Point72 Asset Management, L.P. Hedge fund	+723K New position	723K	$8M
Millennium Management LLC Hedge fund	+521K +173.2%	822K	$9.1M
Citadel Advisors LLC Hedge fund	+386K +96.7%	784K	$8.7M
Armistice Capital, LLC Hedge fund	+264K New position	264K	$2.9M
Eversept Partners, LP Hedge fund	+255K +76.3%	590K	$6.5M
Montanova Capital, LLC Hedge fund	+168K +4.0%	4.4M	$48.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	−6.5M −80.0%	1.6M	$17.9M
FMR LLC Active manager	−1.1M −54.6%	929K	$10.3M
Ecor1 Capital, LLC Hedge fund	−1.0M Sold out	0	—
ADAR1 Capital Management, LLC Hedge fund	−927K −58.6%	656K	$7.3M
Jpmorgan Chase & Co	−729K −92.3%	61K	$683,457
Sio Capital Management, LLC	−720K Sold out	0	—
Dimensional Fund Advisors LP	−638K −56.0%	502K	$5.6M
D. E. Shaw & Co., Inc. Hedge fund	−547K −23.4%	1.8M	$19.8M
Candriam S.C.A.	−394K Sold out	0	—
Susquehanna International Group, LLP	−371K −59.4%	253K	$2.8M
Renaissance Technologies LLC Hedge fund	−342K −89.6%	40K	$440,586
Toronto Dominion Bank	−316K −19.9%	1.3M	$14.1M
Adage Capital Partners Gp, L.L.C. Hedge fund	−307K Sold out	0	—
Summittx Capital, L.P.	−289K Sold out	0	—
Quinn Opportunity Partners LLC	−288K Sold out	0	—
Algert Global LLC Hedge fund	−250K Sold out	0	—
Omega Fund Management, LLC	−249K Sold out	0	—
TD Asset Management Inc	−243K Sold out	0	—
Jefferies Financial Group Inc.	−219K −30.6%	495K	$5.5M
Nan Fung Trinity (HK) Ltd	−196K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	−6.5M −80.0%	1.6M	$17.9M
FMR LLC Active manager	−1.1M −54.6%	929K	$10.3M
Ecor1 Capital, LLC Hedge fund	−1.0M Sold out	0	—
ADAR1 Capital Management, LLC Hedge fund	−927K −58.6%	656K	$7.3M
D. E. Shaw & Co., Inc. Hedge fund	−547K −23.4%	1.8M	$19.8M
Renaissance Technologies LLC Hedge fund	−342K −89.6%	40K	$440,586
Adage Capital Partners Gp, L.L.C. Hedge fund	−307K Sold out	0	—
Algert Global LLC Hedge fund	−250K Sold out	0	—
Woodline Partners LP Hedge fund	−190K −49.8%	191K	$2.1M
Panagora Asset Management Inc Active manager	−181K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Logos Global Management LPHedge fund	2.5M	$27.7M
Opaleye Management Inc.	1.4M	$15.3M
Artisan Partners Limited PartnershipActive manager	973K	$10.8M
Point72 Asset Management, L.P.Hedge fund	723K	$8M
Armistice Capital, LLCHedge fund	264K	$2.9M
Squarepoint Ops LLCHedge fund	131K	$1.5M
Trexquant Investment LPHedge fund	129K	$1.4M
Resolute Capital Asset Partners LLC	125K	$1.4M
Mariner, LLC	110K	$1.2M
HSBC Holdings PLC	92K	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Ecor1 Capital, LLCHedge fund	1.0M	$7.7M
Sio Capital Management, LLC	720K	$5.5M
Candriam S.C.A.	394K	$3M
Adage Capital Partners Gp, L.L.C.Hedge fund	307K	$2.4M
Summittx Capital, L.P.	289K	$2.2M
Quinn Opportunity Partners LLC	288K	$2.2M
Algert Global LLCHedge fund	250K	$1.9M
Omega Fund Management, LLC	249K	$1.9M
TD Asset Management Inc	243K	$1.9M
Nan Fung Trinity (HK) Ltd	196K	$1.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 198
Ten largest holders: 60.5%
Index fund managers: 22.0%
Active managers and hedge funds: 44.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	21	26	10	14	−900K	−2.1%
Index fund managers	10	2	1	0	+4.0M	+23.4%
Other institutions	111	66	60	37	+4.0M	+19.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Replimune Group.

Only managers that filed a holdings report for both quarters are compared (247 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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