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.
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 (+$68.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$87M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.5M |
| 3 |
BlackRock
New York
|
+$11.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.83M |
| 5 |
Goldman Sachs
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$16.7M |
| 2 |
BC
Boxer Capital
San Diego,
California
|
-$9.55M |
| 3 |
O
OrbiMed
New York
|
-$8.55M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.84M |
| 5 |
SCM
Silverarc Capital Management
Boston,
Massachusetts
|
-$1.98M |
ERAS Hedge Fund Activity: Q4 2021 in Review
63 of the 6,518 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.