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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

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

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
Franklin Resources
101
Franklin Resources
California
$1.65M +$1.2M +101,827 New
BGM
102
Burkehill Global Management
New York
$1.62M +$1.18M +100,000 New
SGM
103
Seven Grand Managers
New York
$1.62M +$1.18M +100,000 New
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$1.6M +$1.17M +98,609 New
JGC
105
J. Goldman & Co
New York
$1.59M +$1.16M +98,033 New
Squarepoint
106
Squarepoint
New York
$1.53M -$1.93M -163,590 -63%
AG
107
Algert Global
California
$1.42M +$1.04M +88,030 New
Raymond James Financial
108
Raymond James Financial
Florida
$1.34M +$977K +82,678 New
CAM
109
Cresset Asset Management
Illinois
$1.29M +$567 +48 +0.1%
ACH
110
ArrowMark Colorado Holdings
Colorado
$1.28M +$934K +79,052 New
VIA
111
Virtus Investment Advisers
Connecticut
$1.23M +$21.9K +1,850 +3%
HIS
112
Harvest Investment Services
Illinois
$1.19M +$872K +73,744 New
SSA
113
Schonfeld Strategic Advisors
New York
$1.1M +$804K +68,048 New
Hudson Bay Capital Management
114
Hudson Bay Capital Management
Connecticut
$1.06M -$1.1M -92,670 -59%
SPS
115
Susquehanna Portfolio Strategies
Pennsylvania
$956K – – –
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$941K +$688K +58,176 New
IIM
117
INTECH Investment Management
Florida
$931K -$392K -33,187 -37%
GGHC
118
Gilder Gagnon Howe & Co
New York
$916K +$669K +56,597 New
Cerity Partners
119
Cerity Partners
New York
$902K -$68.3K -5,776 -9%
BHCM
120
Brevan Howard Capital Management
Jersey
$892K +$28K +2,373 +5%
CUAMC
121
China Universal Asset Management Company
China
$889K +$103K +8,708 +19%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$886K -$9.46K -800 -1%
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$833K +$87.9K +7,441 +17%
Citigroup
124
Citigroup
New York
$795K -$551K -46,660 -49%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$775K +$566K +47,918 New
3 4
5
6 7

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.