Erasca
ERAS
ERAS
112 hedge funds and large institutions have $205M invested in Erasca in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
13% less capital invested
Capital invested by funds: $235M → $205M (-$29.7M)
25% less call options, than puts
Call options by funds: $3K | Put options by funds: $4K
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Holders
112
Holding in Top 10
3
Calls
$3K
Puts
$4K
Top Buyers
| 1 | +$4.27M | |
| 2 | +$1.6M | |
| 3 | +$1.55M | |
| 4 |
AC
Armistice Capital
New York
|
+$1.4M |
| 5 |
Nuveen Asset Management
Chicago,
Illinois
|
+$1.29M |
Top Sellers
| 1 | -$6.5M | |
| 2 | -$5.61M | |
| 3 | -$2.18M | |
| 4 |
EC
EcoR1 Capital
San Francisco,
California
|
-$2.04M |
| 5 |
Squarepoint
New York
|
-$1.36M |