Erasca
ERAS
ERAS
117 hedge funds and large institutions have $235M invested in Erasca in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less capital invested
Capital invested by funds: $344M → $235M (-$109M)
96% less call options, than puts
Call options by funds: $8K | Put options by funds: $179K
Holders
117
Holding in Top 10
3
Calls
$8K
Puts
$179K
Top Buyers
| 1 | +$14M | |
| 2 | +$7.44M | |
| 3 | +$4.28M | |
| 4 |
Millennium Management
New York
|
+$3.88M |
| 5 |
PM
Prosight Management
Dallas,
Texas
|
+$3.55M |
Top Sellers
| 1 | -$28.4M | |
| 2 | -$7.89M | |
| 3 | -$6.63M | |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.42M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$4.01M |