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Erasca
ERAS

225 hedge funds and large institutions have $4.39B invested in Erasca in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more capital invested

Capital invested by funds: $816M → $4.39B (+$3.57B)

336% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $9.49M

322% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 23

200% more funds holding in top 10

Funds holding in top 10: 5 → 15 (+10)

97% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 39

46% more funds holding

Funds holding: 154 → 225 (+71)

10.7% more ownership

Funds ownership: 77.29% → 87.99% (+11%)

Holders
225
Holders Change
+71
Holders Change %
+46.1%
% of All Funds
2.77%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.18%
New
97
Increased
77
Reduced
39
Closed
23
Calls
$41.4M
Puts
$9.49M
Net Calls
+$31.9M
Net Calls Change
+$21.2M

Top Buyers

Rank Fund Capital Flow
1
RI
RTW Investments
New York
+$189M
2
CAM
Cormorant Asset Management
Massachusetts
+$68.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$60.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.6M
5
BlackRock
BlackRock
New York
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
SCM
Suvretta Capital Management
New York
-$131M
2
AVM
Arch Venture Management
Illinois
-$46.9M
3
PBA
Paradigm Biocapital Advisors
New York
-$44.5M
4
SSC
Spruce Street Capital
New York
-$41M
5
5VM
5AM Venture Management
California
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$3.93M +$634K +53,624 +28%
SC
77
Stempoint Capital
New York
$3.88M +$2.83M +239,861 New
FAM
78
Fred Alger Management
New York
$3.83M +$2.8M +236,824 New
TE
79
Tema ETFs
New York
$3.67M +$2.68M +226,877 New
TI
80
Tidal Investments
Wisconsin
$3.67M +$2.68M +226,877 New
SFCM
81
Seven Fleet Capital Management
California
$3.6M +$2.63M +222,468 New
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.5M +$1.91M +161,845 +296%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$3.31M +$2.29M +193,760 +1,813%
TCM
84
Tang Capital Management
California
$3.24M -$8.27M -700,000 -78%
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$3.14M +$2.46M +208,273 New
HS
86
HighVista Strategies
Massachusetts
$2.93M +$2.14M +181,069 New
CCM
87
Cinctive Capital Management
New York
$2.78M +$2.03M +171,920 New
LP
88
Longaeva Partners
Illinois
$2.77M +$2.02M +171,233 New
Deutsche Bank
89
Deutsche Bank
Germany
$2.64M +$489K +41,349 +34%
N
90
Natixis
France
$2.64M +$1.93M +163,192 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.49M -$545K -46,141 -23%
XT
92
XTX Topco
Cayman Islands
$2.39M +$1.62M +136,820 +1,267%
EI
93
EAM Investors
California
$2.23M +$1.63M +137,925 New
Legal & General Group
94
Legal & General Group
United Kingdom
$2.16M +$1.39M +118,016 +765%
VGA
95
Vanguard Global Advisers
Pennsylvania
$1.84M +$1.34M +113,645 New
PA
96
Profund Advisors
Maryland
$1.83M +$740K +62,611 +124%
VAM
97
Vanguard Asset Management
$1.81M +$1.32M +111,757 New
Wells Fargo
98
Wells Fargo
California
$1.73M -$1.34M -112,956 -51%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$1.71M +$220K +18,598 +21%
MIM
100
MetLife Investment Management
New Jersey
$1.68M +$275K +23,276 +29%
2 3
4
5 6

ERAS Hedge Fund Activity: Q1 2026 in Review

225 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q1 2026, worth a combined $4.39B — up 438% from $816M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ERAS positions and 23 closed out — a net gain of 74 holders — while 77 added to existing stakes and 39 trimmed.

The largest buyer was RTW Investments, adding an estimated $189M. The largest seller was Suvretta Capital Management, cutting an estimated $131M.

  • 225 institutional investors held Erasca (ERAS) as of Q1 2026, up from 154 in Q4 2025.
  • Funds reported $4.39B of Erasca stock for Q1 2026, up 438% quarter-over-quarter.
  • 97 funds opened new Erasca positions in Q1 2026 and 23 closed out, a net change of +74 holders.
  • The largest Erasca buyer in Q1 2026 was RTW Investments, an estimated $189M added.
  • The largest Erasca seller in Q1 2026 was Suvretta Capital Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.