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140 hedge funds and large institutions have $310M invested in Cerus in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $237M → $310M (+$73.1M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% less funds holding

Funds holding: 142140 (-2)

1.58% less ownership

Funds ownership: 80.83%79.26% (-1.6%)

12% less call options, than puts

Call options by funds: $95K | Put options by funds: $108K

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
36
Reduced
49
Closed
27
Calls
$95K
Puts
$108K
Net Calls
-$13K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$46.8K -$491K -297,989 -93%
TC
102
TownSquare Capital
Utah
$42.2K -$30.5K -18,499 -49%
EC
103
EntryPoint Capital
New York
$41.3K +$31.5K +19,102 New
AIP
104
Ameritas Investment Partners
Nebraska
$37.8K
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$36.3K +$27.7K +16,810 New
LPL Financial
106
LPL Financial
California
$36.2K -$2.03K -1,230 -7%
SWP
107
Stratos Wealth Partners
Ohio
$36.1K -$10.2K -6,209 -27%
GAM
108
Gotham Asset Management
New York
$35.5K -$3.88K -2,355 -13%
BFM
109
Boothbay Fund Management
New York
$35.4K +$27K +16,403 New
AWM
110
Aprio Wealth Management
Georgia
$32.4K
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
$32K +$25K +15,153 New
QT
112
Quantbot Technologies
New York
$31.9K +$24.3K +14,761 New
JGGDR
113
JGP Global Gestao de Recursos
Brazil
$30.7K +$23.5K +14,231 New
NFGH
114
Nan Fung Group Holdings
Hong Kong
$30.6K
JAWM
115
J. Arnold Wealth Management
Ohio
$28.8K
Neuberger Berman Group
116
Neuberger Berman Group
New York
$26.3K +$20K +12,161 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$25.8K
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$24.5K
BWCS
119
Beirne Wealth Consulting Services
Connecticut
$23.8K
X
120
Xponance
Pennsylvania
$23K +$480 +291 +3%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$21.9K +$16.7K +10,127 New
PCM
122
Princeton Capital Management
New Jersey
$21.6K
Group One Trading
123
Group One Trading
Illinois
$16.5K +$9.39K +5,700 +296%
SPIA
124
Steward Partners Investment Advisory
New York
$13.1K
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$12.8K -$5.68K -3,444 -37%

CERS Hedge Fund Activity: Q4 2023 in Review

140 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cerus (CERS) for Q4 2023, worth a combined $310M — up 31% from $237M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CERS positions and 27 closed out — a net gain of 2 holders — while 36 added to existing stakes and 49 trimmed.

The largest buyer was Baker Bros. Advisors, adding an estimated $3.69M. The largest seller was Sepio Capital, cutting an estimated $5.52M.

  • 140 institutional investors held Cerus (CERS) as of Q4 2023, down from 142 in Q3 2023.
  • Funds reported $310M of Cerus stock for Q4 2023, up 31% quarter-over-quarter.
  • 29 funds opened new Cerus positions in Q4 2023 and 27 closed out, a net change of +2 holders.
  • The largest Cerus buyer in Q4 2023 was Baker Bros. Advisors, an estimated $3.69M added.
  • The largest Cerus seller in Q4 2023 was Sepio Capital, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2023.