Erasca
ERAS
ERAS
82 hedge funds and large institutions have $627M invested in Erasca in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 5 reducing their positions, and 7 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: →
more ownership
Funds ownership: →
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
37% less capital invested
Capital invested by funds: $988M → $627M (-$361M)
Holders
82
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$41.2M | |
| 2 | +$28.4M | |
| 3 | +$16.9M | |
| 4 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$8.56M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.58M |
Top Sellers
| 1 | -$73.6M | |
| 2 | -$3.44M | |
| 3 | -$467K | |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$246K |
| 5 |
E
Ergoteles
New York
|
-$208K |