萨吉梅生物科学 SGMT
$9.85 +$0.73 (+8.00%)
休市 · Nov 7, 9:10 am ET · 最新盘后价 $9.85 0.00%
开盘$9.25
昨收$9.12
当日区间$9.02 – $9.87
成交量857.9K
市值$698.45M
市盈率（TTM）–
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例78.4%-6.99 个百分点，较上季度
持仓机构数145+6 ，较上季度
内部人近期交易37次买入 / 13次卖出净买入
空头持仓比例16.26% 占流通股回补天数 8.2 · 截至 15 Oct 2026
卖空成交量占比22.8%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$2.10M（8个净流入日，12个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有26.9%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从18.78%降至16.26%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Commodore Capital LP | Hedge Fund | 2026/Q3 | +2,757,742 | 3.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +5,775,845 | 9.3% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +3,626,113 | 5.1% |
| Silverarc Capital Management, LLC | Hedge Fund | 2026/Q3 | +2,927,698 | 4.1% |
| BVF Partners L.P. | Hedge Fund | 2026/Q3 | +2,500,000 | 3.5% |
| Caligan Partners, LP | Hedge Fund | 2026/Q3 | +2,500,000 | 3.5% |
| Federated Hermes, Inc. | Mutual Fund | 2026/Q3 | +2,085,934 | 2.9% |
| Great Point Partners, LLC | VC/PE Fund | 2026/Q3 | +2,029,933 | 2.9% |
| Woodline Partners LP | Hedge Fund | 2026/Q3 | +1,999,709 | 4.2% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +1,866,304 | 2.8% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,705,573 | 4.2% |
| Affinity Asset Advisors, LLC | Hedge Fund | 2026/Q3 | +1,629,844 | 3.5% |
| Saturn V Capital Management LP | Hedge Fund | 2026/Q3 | +1,479,918 | 2.1% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,134,497 | 2.0% |
| CHI Advisors LLC | VC/PE Fund | 2026/Q3 | +926,667 | 1.8% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 13 Aug 2026 | George Kemble | Non-Executive Chairperson | Derivative Exercise and Sale | -350,987 | $10.23 | 24,474 |
| 10 Aug 2026 | George Kemble | Non-Executive Chairperson | Derivative Exercise and Sale | -20,206 | $9.95 | 24,474 |
| 19 Jul 2026 | George Kemble | Non-Executive Chairperson | Automatic Disposition | -18,844 | $7.46 | 24,474 |
| 19 Jul 2026 | David Happel | Chief Executive Officer | Open Market Disposition | -64,051 | $7.76 | 370,343 |
| 19 Jul 2026 | Elizabeth Rozek | Chief Legal & Administrative Officer | Open Market Disposition | -10,545 | $7.76 | 102,204 |
| 11 Jun 2026 | Beth Seidenberg | Lead Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Elizabeth Grammer | Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | George Kemble | Non-Executive Chairperson | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Anne Phillips | Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Paul Hoelscher | Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Jennifer Jarrett | Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 27 May 2026 | David Happel | Chief Executive Officer | Other Derivative Acquisition | +300,000 | $7.27 | 300,000 |
| 27 May 2026 | Elizabeth Rozek | Chief Legal & Administrative Officer | Other Derivative Acquisition | +100,000 | $7.27 | 100,000 |
| 27 May 2026 | Andreas Grauer | Chief Medical Officer | Other Derivative Acquisition | +35,000 | $7.27 | 35,000 |
| 27 May 2026 | Thierry Chauche | Chief Financial Officer | Other Derivative Acquisition | +50,000 | $7.27 | 50,000 |
| 19 Apr 2026 | Andreas Grauer | Chief Medical Officer | Other Derivative Acquisition | +264,759 | $6.44 | 264,759 |
| 18 Feb 2026 | Eduardo Martins | Former Chief Medical Officer | Other Acquisition | +44,000 | – | 114,285 |
| 18 Feb 2026 | Eduardo Martins | Former Chief Medical Officer | Other Derivative Acquisition | +88,000 | $5.38 | 88,000 |
| 18 Feb 2026 | David Happel | Chief Executive Officer | Other Acquisition | +128,000 | – | 527,455 |
| 18 Feb 2026 | David Happel | Chief Executive Officer | Other Derivative Acquisition | +256,000 | $5.38 | 256,000 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 11,528,274 | 16.3% | 8.2 |
| 30 Sep 2026 | 11,189,683 | 18.0% | 6.7 |
| 15 Sep 2026 | 10,262,901 | 16.5% | 10.6 |
| 31 Aug 2026 | 10,112,756 | 16.3% | 9.6 |
| 14 Aug 2026 | 11,746,200 | 18.9% | 6.9 |
| 31 Jul 2026 | 11,595,503 | 18.8% | 16.3 |
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