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Equillium

28 hedge funds and large institutions have $41.9M invested in Equillium in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

1.8% less ownership

Funds ownership: 26.28%24.48% (-1.8%)

15% less funds holding

Funds holding: 3328 (-5)

23% less capital invested

Capital invested by funds: $54.6M → $41.9M (-$12.7M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
7
Reduced
6
Closed
11
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$17.1M +$177K +28,017 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.95M +$1.27M +200,955 +31%
SB
3
Samsara BioCapital
California
$4.35M -$165K -26,227 -3%
Franklin Resources
4
Franklin Resources
California
$4.12M
TCM
5
Tang Capital Management
California
$3.53M
Deutsche Bank
6
Deutsche Bank
Germany
$2.1M +$40.7K +6,461 +2%
Goldman Sachs
7
Goldman Sachs
New York
$1.28M +$1.37M +218,162 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.24M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$886K +$136K +21,510 +17%
BCM
10
Bridgeway Capital Management
Texas
$832K +$247K +39,200 +38%
DA
11
DCF Advisers
Connecticut
$457K +$489K +77,538 New
First Trust Advisors
12
First Trust Advisors
Illinois
$261K -$10.1K -1,596 -3%
BlackRock
13
BlackRock
New York
$256K +$69.7K +11,057 +34%
Northern Trust
14
Northern Trust
Illinois
$201K
State Street
15
State Street
Massachusetts
$181K +$194K +30,756 New
UCFA
16
United Capital Financial Advisors
Texas
$80K
JMPWA
17
JP Morgan Private Wealth Advisors
California
$59K
Wells Fargo
18
Wells Fargo
California
$7K -$6 -1 -0.1%
UBS Group
19
UBS Group
Switzerland
$3K -$1.04K -165 -24%
US Bancorp
20
US Bancorp
Minnesota
$3K
PAM
21
Panagora Asset Management
Massachusetts
$2K -$277 -44 -11%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2K
Morgan Stanley
23
Morgan Stanley
New York
$2K +$1.52K +242 +166%
TRCT
24
Tower Research Capital (TRC)
New York
$1K -$15K -2,374 -93%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K

EQ Hedge Fund Activity: Q2 2021 in Review

28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equillium (EQ) for Q2 2021, worth a combined $41.9M — down 23% from $54.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EQ and 6 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.37M. The largest seller was Farallon Capital Management, exiting entirely with an estimated $4.86M sold.

  • 28 institutional investors held Equillium (EQ) as of Q2 2021, down from 33 in Q1 2021.
  • Funds reported $41.9M of Equillium stock for Q2 2021, down 23% quarter-over-quarter.
  • 6 funds opened new Equillium positions in Q2 2021 and 11 closed out, a net change of -5 holders.
  • The largest Equillium buyer in Q2 2021 was Goldman Sachs, an estimated $1.37M added.
  • The largest Equillium seller in Q2 2021 was Farallon Capital Management, an estimated $4.86M sold.

Based on aggregated 13F filings for Q2 2021.