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Erasca
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

640% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 5

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

30% more funds holding

Funds holding: 63 → 82 (+19)

7.38% more ownership

Funds ownership: 52.52% → 59.9% (+7.4%)

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
Holders Change
+19
Holders Change %
+30.16%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
26
Increased
37
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
3
BlackRock
BlackRock
New York
+$22.7M
4
APM
Avidity Partners Management
Texas
+$11.5M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

Rank Fund Capital Flow
1
HA
HHLR Advisors
Cayman Islands
-$73.6M
2
PHS
PFM Health Sciences
California
-$4.63M
3
GCM
Ghisallo Capital Management
Massachusetts
-$467K
4
EC
EcoR1 Capital
California
-$250K
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$37.6K -$22.7K -1,958 -31%
DFCM
77
Dark Forest Capital Management
Puerto Rico
$13K +$17.8K +1,536 New
BC
78
Burleson & Co
California
$5K – – –
Daiwa Securities Group
79
Daiwa Securities Group
Japan
$3K – – –
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$2K +$2.1K +181 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1K +$1.23K +106 New
HA
82
HHLR Advisors
Cayman Islands
– -$73.6M -4,722,221 Closed
GCM
83
Ghisallo Capital Management
Massachusetts
– -$467K -30,000 Closed
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
– -$246K -15,794 Closed
E
85
Ergoteles
New York
– -$208K -13,338 Closed
UBS Group
86
UBS Group
Switzerland
– -$118K -7,529 Closed
ED
87
Exane Derivatives
France
– -$87.1K -5,589 Closed
HNWAG
88
High Net Worth Advisory Group
Florida
– -$3K -200 Closed
C
89
Covestor
United Kingdom
– +$301 +26 New
1 2 3
4

ERAS Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q1 2022, worth a combined $627M — down 37% from $988M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ERAS positions and 7 closed out — a net gain of 19 holders — while 37 added to existing stakes and 5 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.5M. The largest seller was HHLR Advisors, exiting entirely with an estimated $73.6M sold.

  • 82 institutional investors held Erasca (ERAS) as of Q1 2022, up from 63 in Q4 2021.
  • Funds reported $627M of Erasca stock for Q1 2022, down 37% quarter-over-quarter.
  • 26 funds opened new Erasca positions in Q1 2022 and 7 closed out, a net change of +19 holders.
  • The largest Erasca buyer in Q1 2022 was Fidelity Investments, an estimated $55.5M added.
  • The largest Erasca seller in Q1 2022 was HHLR Advisors, an estimated $73.6M sold.

Based on aggregated 13F filings for Q1 2022.