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118 hedge funds and large institutions have $347M invested in Cerus in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

21% more capital invested

Capital invested by funds: $287M → $347M (+$59.7M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 120118 (-2)

80% less call options, than puts

Call options by funds: $3.68M | Put options by funds: $18.3M

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
33
Closed
17
Calls
$3.68M
Puts
$18.3M
Net Calls
-$14.6M
Net Calls Change
-$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$70.3M
O
2
OrbiMed
New York
$43.1M
Primecap Management
3
Primecap Management
California
$38.4M +$474K +100,000 +1%
BFA
4
BlackRock Fund Advisors
California
$19.5M -$269K -56,822 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.4M +$438K +92,382 +3%
RA
6
Royce & Associates
New York
$14.5M -$1.63M -344,200 -11%
BIT
7
BlackRock Institutional Trust
California
$12.8M -$527K -111,261 -4%
ECP
8
Elk Creek Partners
Colorado
$11.1M -$841K -177,588 -8%
Wells Fargo
9
Wells Fargo
California
$10.5M +$892K +188,444 +10%
Deutsche Bank
10
Deutsche Bank
Germany
$9.99M -$3.14M -662,586 -26%
RG
11
Redmile Group
California
$8.32M -$210K -44,300 -3%
CAM
12
Cortina Asset Management
Wisconsin
$7.72M -$178K -37,513 -2%
State Street
13
State Street
Massachusetts
$7.26M -$69.8K -14,734 -1%
Northern Trust
14
Northern Trust
Illinois
$5.64M +$388K +82,025 +8%
SI
15
Stephens Inc
Arkansas
$4.89M +$629K +132,721 +16%
JG
16
Jefferies Group
New York
$4.7M +$1.51M +319,434 +55%
TCM
17
Tamarack Capital Management
California
$4.49M +$4.1M +865,170 New
LSC
18
Lesa Sroufe & Co
Washington
$3.19M -$175K -36,930 -6%
Bank of America
19
Bank of America
North Carolina
$3.16M -$324K -68,381 -10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.03M +$145K +30,521 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.78M +$111K +23,500 +5%
Norges Bank
22
Norges Bank
Norway
$2.69M +$2.45M +518,135 New
UOC
23
UBS O'Connor
Illinois
$2.48M -$581K -122,700 -20%
TCIM
24
TIAA CREF Investment Management
New York
$2.44M +$381K +80,389 +21%
FTI
25
Fiduciary Trust International
Massachusetts
$2.02M

CERS Hedge Fund Activity: Q2 2015 in Review

118 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Cerus (CERS) for Q2 2015, worth a combined $347M — up 21% from $287M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CERS and 16 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 40 added.

The largest buyer was Tamarack Capital Management, opening a new position worth an estimated $4.1M. The largest seller was Castleark Management, exiting entirely with an estimated $4.02M sold.

  • 118 institutional investors held Cerus (CERS) as of Q2 2015, down from 120 in Q1 2015.
  • Funds reported $347M of Cerus stock for Q2 2015, up 21% quarter-over-quarter.
  • 16 funds opened new Cerus positions in Q2 2015 and 17 closed out, a net change of -1 holder.
  • The largest Cerus buyer in Q2 2015 was Tamarack Capital Management, an estimated $4.1M added.
  • The largest Cerus seller in Q2 2015 was Castleark Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2015.