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Erasca
ERAS

119 hedge funds and large institutions have $149M invested in Erasca in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

18% more call options, than puts

Call options by funds: $13K | Put options by funds: $11K

9% more funds holding

Funds holding: 109 → 119 (+10)

6% more capital invested

Capital invested by funds: $140M → $149M (+$8.6M)

0.9% less ownership

Funds ownership: 47.19% → 46.29% (-0.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
42
Reduced
34
Closed
14
Calls
$13K
Puts
$11K
Net Calls
+$2K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.06M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M
3
Millennium Management
Millennium Management
New York
+$2.25M
4
WP
Woodline Partners
California
+$1.68M
5
Morgan Stanley
Morgan Stanley
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
CAM
Cormorant Asset Management
Massachusetts
-$21.3M
2
PHS
PFM Health Sciences
California
-$2.86M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.79M
4
AC
Armistice Capital
New York
-$548K
5
ACH
ArrowMark Colorado Holdings
Colorado
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.33M +$282K +133,900 +27%
PM
27
Prosight Management
Texas
$1.28M +$706K +334,748 +126%
SMH
28
Sanders Morris Harris
Texas
$1.25M +$316K +149,892 +35%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$801K +$394K +186,623 +98%
AG
30
Algert Global
California
$697K +$27.7K +13,150 +4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$603K +$45.1K +21,401 +8%
Jane Street
32
Jane Street
New York
$568K +$447K +211,990 +389%
ROTUOC
33
Regents of the University of California
California
$503K – – –
XT
34
XTX Topco
Cayman Islands
$500K +$267K +126,779 +118%
AFM
35
Anson Funds Management
Texas
$476K +$472K +223,601 New
PFCS
36
Pale Fire Capital SE
Czech Republic
$396K +$304K +144,000 +342%
PI
37
Pennant Investors
New Jersey
$354K +$350K +166,200 New
TCM
38
Tang Capital Management
California
$320K +$316K +150,000 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$317K -$70.6K -33,500 -18%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$311K -$95.9K -45,484 -24%
Walleye Capital
41
Walleye Capital
New York
$297K +$294K +139,379 New
NC
42
Nokomis Capital
Texas
$294K +$291K +137,877 New
Barclays
43
Barclays
United Kingdom
$285K +$191K +90,760 +211%
AllianceBernstein
44
AllianceBernstein
Tennessee
$252K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$250K -$5.58K -2,645 -2%
HF
46
HRT Financial
New York
$249K -$68.4K -32,457 -22%
UBS Group
47
UBS Group
Switzerland
$238K +$121K +57,153 +104%
SSA
48
Sierra Summit Advisors
Nevada
$225K +$223K +105,711 New
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$218K +$216K +102,243 New
Legal & General Group
50
Legal & General Group
United Kingdom
$203K – – –
1
2
3 4 5

ERAS Hedge Fund Activity: Q4 2023 in Review

119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q4 2023, worth a combined $149M — up 6.1% from $140M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ERAS positions and 14 closed out — a net gain of 14 holders — while 42 added to existing stakes and 34 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $4.06M. The largest seller was Cormorant Asset Management, exiting entirely with an estimated $21.3M sold.

  • 119 institutional investors held Erasca (ERAS) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $149M of Erasca stock for Q4 2023, up 6.1% quarter-over-quarter.
  • 28 funds opened new Erasca positions in Q4 2023 and 14 closed out, a net change of +14 holders.
  • The largest Erasca buyer in Q4 2023 was Schroder Investment Management Group, an estimated $4.06M added.
  • The largest Erasca seller in Q4 2023 was Cormorant Asset Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2023.