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120 hedge funds and large institutions have $287M invested in Cerus in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

8% more funds holding

Funds holding: 111120 (+9)

8% less capital invested

Capital invested by funds: $312M → $287M (-$24.8M)

84% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $8.44M

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
57
Reduced
16
Closed
18
Calls
$1.32M
Puts
$8.44M
Net Calls
-$7.13M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$56.5M +$9.48M +1,850,548 +16%
O
2
OrbiMed
New York
$34.6M +$6.52M +1,272,727 +18%
Primecap Management
3
Primecap Management
California
$30.4M +$37.4M +7,300,000 New
BFA
4
BlackRock Fund Advisors
California
$15.9M +$3.63M +708,682 +23%
RA
5
Royce & Associates
New York
$13.1M -$1.59M -310,000 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.8M +$2.99M +584,158 +23%
Deutsche Bank
7
Deutsche Bank
Germany
$10.8M +$5.2M +1,014,783 +65%
BIT
8
BlackRock Institutional Trust
California
$10.7M +$988K +192,803 +8%
ECP
9
Elk Creek Partners
Colorado
$9.69M +$6.03M +1,177,175 +103%
Wells Fargo
10
Wells Fargo
California
$7.63M +$2.92M +570,508 +45%
RG
11
Redmile Group
California
$6.87M +$8.44M +1,647,727 New
CAM
12
Cortina Asset Management
Wisconsin
$6.36M +$1.73M +337,938 +28%
State Street
13
State Street
Massachusetts
$5.9M +$1.28M +250,774 +22%
Northern Trust
14
Northern Trust
Illinois
$4.19M +$546K +106,536 +12%
CM
15
Castleark Management
Illinois
$4.02M +$4.94M +965,025 New
SI
16
Stephens Inc
Arkansas
$3.38M +$3.13M +611,299 +307%
Bank of America
17
Bank of America
North Carolina
$2.82M -$282K -55,077 -8%
OIM
18
Oracle Investment Management
Connecticut
$2.75M -$1.84M -358,605 -35%
LSC
19
Lesa Sroufe & Co
Washington
$2.72M +$3.34M +651,596 New
UOC
20
UBS O'Connor
Illinois
$2.5M +$3.07M +600,000 New
JG
21
Jefferies Group
New York
$2.44M +$2.64M +514,917 +726%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.31M +$527K +102,869 +23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.14M -$177K -34,605 -6%
DL
24
Delta Lloyd
Netherlands
$1.71M +$154K +30,000 +8%
FTI
25
Fiduciary Trust International
Massachusetts
$1.62M

CERS Hedge Fund Activity: Q1 2015 in Review

120 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Cerus (CERS) for Q1 2015, worth a combined $287M — down 7.9% from $312M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CERS positions and 18 closed out — a net gain of 9 holders — while 57 added to existing stakes and 16 trimmed.

The largest buyer was Primecap Management, opening a new position worth an estimated $37.4M. The largest seller was THB Asset Management, exiting entirely with an estimated $11.8M sold.

  • 120 institutional investors held Cerus (CERS) as of Q1 2015, up from 111 in Q4 2014.
  • Funds reported $287M of Cerus stock for Q1 2015, down 7.9% quarter-over-quarter.
  • 27 funds opened new Cerus positions in Q1 2015 and 18 closed out, a net change of +9 holders.
  • The largest Cerus buyer in Q1 2015 was Primecap Management, an estimated $37.4M added.
  • The largest Cerus seller in Q1 2015 was THB Asset Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2015.