Erasca
ERAS
88 hedge funds and large institutions have $628M invested in Erasca in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 12 closing their positions.
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
47% more capital invested
Capital invested by funds: $428M → $628M (+$200M)
2.81% more ownership
Funds ownership: 63.1% → 65.9% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1% less funds holding
Funds holding: 89 → 88 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$11.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$8.78M |
| 3 |
Goldman Sachs
New York
|
+$7.77M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.63M |
| 5 |
BlackRock
New York
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OrbiMed
New York
|
-$9.29M |
| 2 |
ROTUOC
Regents of the University of California
Oakland,
California
|
-$3.53M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
-$2.02M |
| 4 |
Renaissance Technologies
New York
|
-$767K |
| 5 |
D.E. Shaw & Co
New York
|
-$758K |
ERAS Hedge Fund Activity: Q3 2022 in Review
88 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q3 2022, worth a combined $628M — up 47% from $428M a quarter earlier.
Fund positioning in ERAS was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 36 added to existing stakes and 17 trimmed.
The largest buyer was PFM Health Sciences, adding an estimated $11.1M. The largest seller was OrbiMed, exiting entirely with an estimated $9.29M sold.
- 88 institutional investors held Erasca (ERAS) as of Q3 2022, down from 89 in Q2 2022.
- Funds reported $628M of Erasca stock for Q3 2022, up 47% quarter-over-quarter.
- 12 funds opened new Erasca positions in Q3 2022 and 12 closed out, a net change of 0 holders.
- The largest Erasca buyer in Q3 2022 was PFM Health Sciences, an estimated $11.1M added.
- The largest Erasca seller in Q3 2022 was OrbiMed, an estimated $9.29M sold.
Based on aggregated 13F filings for Q3 2022.