Erasca
ERAS
ERAS
125 hedge funds and large institutions have $480M invested in Erasca in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
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 in top 10
Funds holding in top 10: →
30.24% more ownership
Funds ownership: 48.1% → 78.34% (+30%)
16% more funds holding
Funds holding: 108 → 125 (+17)
84% less call options, than puts
Call options by funds: $79K | Put options by funds: $487K
Holders
125
Holding in Top 10
6
Calls
$79K
Puts
$487K
Top Buyers
| 1 | +$38.3M | |
| 2 | +$38.3M | |
| 3 | +$32.5M | |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$19.3M |
| 5 |
SCM
Silverarc Capital Management
Boston,
Massachusetts
|
+$17.9M |
Top Sellers
| 1 | -$12.7M | |
| 2 | -$3.97M | |
| 3 | -$3M | |
| 4 |
PM
Prosight Management
Dallas,
Texas
|
-$2.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |