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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.

New
Increased
Maintained
Reduced
Closed

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 (+$68M)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
19
Increased
24
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$12.5M
3
BlackRock
BlackRock
New York
+$11.6M
4
State Street
State Street
Massachusetts
+$1.83M
5
Goldman Sachs
Goldman Sachs
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
DM
Deerfield Management
New York
-$16.7M
2
BC
Boxer Capital
California
-$9.55M
3
O
OrbiMed
New York
-$8.55M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.84M
5
SCM
Silverarc Capital Management
Massachusetts
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$203M +$87M +5,079,927 +64%
AVM
2
Arch Venture Management
Illinois
$172M +$189M +11,055,554 New
CAM
3
Cormorant Asset Management
Massachusetts
$164M – – –
PHS
4
PFM Health Sciences
California
$77M – – –
HA
5
HHLR Advisors
Cayman Islands
$73.6M – – –
AllianceBernstein
6
AllianceBernstein
Tennessee
$50.7M +$12.5M +729,615 +29%
AG
7
Artal Group
Luxembourg
$49.4M – – –
AEPBI
8
AH Equity Partners Bio II
California
$39M +$42.8M +2,500,000 New
BlackRock
9
BlackRock
New York
$29.4M +$11.6M +679,629 +56%
O
10
OrbiMed
New York
$26M -$8.55M -499,648 -23%
Vanguard Group
11
Vanguard Group
Pennsylvania
$25.4M -$6.84M -399,479 -20%
EPL
12
EDBI Pte Ltd
Singapore
$13.8M +$15.2M +888,888 New
EC
13
EcoR1 Capital
California
$10.9M – – –
ACH
14
ArrowMark Colorado Holdings
Colorado
$7.68M +$283K +16,552 +3%
WP
15
Woodline Partners
California
$6.39M -$394 -23 -0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.2M +$368K +21,507 +6%
State Street
17
State Street
Massachusetts
$5.71M +$1.83M +107,097 +41%
AEPLI
18
AH Equity Partners LSV II
California
$4.87M +$5.35M +312,500 New
American Century Companies
19
American Century Companies
Missouri
$4.72M +$170K +9,919 +3%
Northern Trust
20
Northern Trust
Illinois
$2.94M +$106K +6,196 +3%
Charles Schwab
21
Charles Schwab
California
$2.19M +$122K +7,131 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.6M +$896K +52,349 +104%
Goldman Sachs
23
Goldman Sachs
New York
$1.09M +$1.2M +70,236 New
Swiss National Bank
24
Swiss National Bank
Switzerland
$832K +$914K +53,400 New
AEPV
25
AH Equity Partners V
California
$779K -$171K -10,000 -17%
1
2 3

ERAS Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 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.