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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
MIM
51
MetLife Investment Management
New Jersey
$130K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$129K +$109K +6,356 +330%
UBS Group
53
UBS Group
Switzerland
$118K +$116K +6,804 +938%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$98.5K – – –
ED
55
Exane Derivatives
France
$87.1K +$95.7K +5,589 New
SO
56
STRS Ohio
Ohio
$73K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$67K +$34K +1,987 +86%
TRCT
58
Tower Research Capital (TRC)
New York
$27K +$12.9K +754 +77%
AIP
59
Ameritas Investment Partners
Nebraska
$25K – – –
BC
60
Burleson & Co
California
$9K – – –
Daiwa Securities Group
61
Daiwa Securities Group
Japan
$6K +$6.06K +354 New
HNWAG
62
High Net Worth Advisory Group
Florida
$3K +$3.42K +200 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207 +$37.9K +2,214 +20%
DM
64
Deerfield Management
New York
– -$16.7M -786,660 Closed
BC
65
Boxer Capital
California
– -$9.55M -450,000 Closed
SCM
66
Silverarc Capital Management
Massachusetts
– -$1.98M -93,122 Closed
SFM
67
Sphera Funds Management
Israel
– -$1.49M -70,000 Closed
CSS
68
Cubist Systematic Strategies
Connecticut
– -$983K -46,301 Closed
CCM
69
CAAS Capital Management
New York
– -$637K -30,000 Closed
Millennium Management
70
Millennium Management
New York
– -$437K -20,590 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$233K -10,968 Closed
SG Americas Securities
72
SG Americas Securities
New York
– -$197K -9,304 Closed
RTL
73
Red Tortoise LLC
Georgia
– -$2K -249 Closed
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
– -$1K -50 Closed
1 2
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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.