from2028 Activists Investors Trump Politicians Serenity Citrini Semianalysis Trade Arbitrage Search

$RGEN:NASDAQ · REPLIGEN CORP

Sector: health

Conviction from: NASDAQCitrini

Bioprocessing products for biologic-drug manufacturing

2 tracked filer(s) hold this · 0 opened, 1 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 56 — mean of 2 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.

Filer	13FScore	This quarter	Shares	Value	% of their book
Howard Marks / Oaktree	70	Added +175%	26,991,000	$26,370,207	0.1%
Ancora	42	Holds (flat)	12	$1,414	0.0%

Beyond 13F — activists, insiders, politicians & research

Trump & executive branch trades all Trump/exec trades →

1 disclosed trade(s) by 1 filer(s).

Trade date	Who	Type	Amount
2026-07-01	Trump, Donald J President	SELL	$1,004 - $15,000	PTR

Citrini Research coverage report library →

Report	Date	Stance
#124 — State of the Themes: June 2026	2026-06-01	LONG
#97 — Rough Seas Make Strong Sailors: Navigating the Healthcare Policy Tsunami	2025-05-28	LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.