We are live on ! Find out more
ERAS icon

Erasca
ERAS

63 hedge funds and large institutions have $988M invested in Erasca in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

16.06% more ownership

Funds ownership: 36.46% → 52.52% (+16%)

15% more funds holding

Funds holding: 55 → 63 (+8)

7% more capital invested

Capital invested by funds: $920M → $988M (+$68M)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
19
Increased
24
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$12.5M
3
BlackRock
BlackRock
New York
+$11.6M
4
State Street
State Street
Massachusetts
+$1.83M
5
Goldman Sachs
Goldman Sachs
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
DM
Deerfield Management
New York
-$16.7M
2
BC
Boxer Capital
California
-$9.55M
3
O
OrbiMed
New York
-$8.55M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.84M
5
SCM
Silverarc Capital Management
Massachusetts
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$779K – – –
PPA
27
Parametric Portfolio Associates
Washington
$547K +$601K +35,120 New
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$493K +$351K +20,495 +183%
GCM
29
Ghisallo Capital Management
Massachusetts
$467K – – –
Morgan Stanley
30
Morgan Stanley
New York
$446K +$434K +25,337 +767%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$445K +$490K +28,594 New
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$421K +$462K +27,000 New
Wells Fargo
33
Wells Fargo
California
$392K +$428K +25,019 +21,946%
N
34
Nuveen
North Carolina
$384K -$225K -13,138 -31%
JP Morgan Chase
35
JP Morgan Chase
New York
$371K +$276K +16,147 +212%
ProShare Advisors
36
ProShare Advisors
Maryland
$338K +$371K +21,675 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$308K +$36K +2,100 +12%
EDRIA
38
Edmonds Duncan Registered Investment Advisors
Kansas
$278K +$422K +24,625 New
CF
39
CNA Financial
Illinois
$266K +$50.3K +2,940 +21%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$246K +$270K +15,794 New
CS
41
Credit Suisse
Switzerland
$243K +$268K +15,640 New
Deutsche Bank
42
Deutsche Bank
Germany
$209K +$11.8K +692 +5%
E
43
Ergoteles
New York
$208K +$228K +13,338 New
PCA
44
Private Capital Advisors
Connecticut
$195K – – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$194K +$52.7K +3,077 +33%
VEA
46
Virtus ETF Advisers
New York
$190K +$209K +12,213 New
AIG
47
American International Group
New York
$174K -$2.02K -118 -1%
Invesco
48
Invesco
Georgia
$167K +$184K +10,747 New
Bank of America
49
Bank of America
North Carolina
$149K -$36.8K -2,151 -18%
Citigroup
50
Citigroup
New York
$149K +$124K +7,224 +306%
1
2
3

ERAS Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q4 2021, worth a combined $988M — up 7.4% from $920M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ERAS positions and 11 closed out — a net gain of 8 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $87M. The largest seller was Deerfield Management, exiting entirely with an estimated $16.7M sold.

  • 63 institutional investors held Erasca (ERAS) as of Q4 2021, up from 55 in Q3 2021.
  • Funds reported $988M of Erasca stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 19 funds opened new Erasca positions in Q4 2021 and 11 closed out, a net change of +8 holders.
  • The largest Erasca buyer in Q4 2021 was Fidelity Investments, an estimated $87M added.
  • The largest Erasca seller in Q4 2021 was Deerfield Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2021.