Erasca
ERAS
256 hedge funds and large institutions have $5.13B invested in Erasca in 2026 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 27 closing their positions.
309% more call options, than puts
Call options by funds: $161M | Put options by funds: $39.4M
130% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 27
32% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 77
17% more capital invested
Capital invested by funds: $4.39B → $5.13B (+$737M)
14% more funds holding
Funds holding: 225 → 256 (+31)
2.16% more ownership
Funds ownership: 87.99% → 90.15% (+2.2%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$63.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$41.3M |
| 3 |
Jennison Associates
New York
|
+$39.9M |
| 4 |
SCM
Soleus Capital Management
Greenwich,
Connecticut
|
+$38.6M |
| 5 |
SC
Samlyn Capital
New York
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vivo Capital
Palo Alto,
California
|
-$115M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$64.2M |
| 3 |
5VM
5AM Venture Management
San Francisco,
California
|
-$56.4M |
| 4 |
SCM
Suvretta Capital Management
New York
|
-$55.6M |
| 5 |
CC
Commodore Capital
New York
|
-$51.4M |
ERAS Hedge Fund Activity: Q2 2026 in Review
256 institutional investors reported a position in Erasca (ERAS) for Q2 2026, worth a combined $5.13B — up 17% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ERAS positions and 27 closed out — a net gain of 35 holders — while 102 added to existing stakes and 77 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $63.7M. The largest seller was Vivo Capital, cutting an estimated $115M.
- 256 institutional investors held Erasca (ERAS) as of Q2 2026, up from 225 in Q1 2026.
- Funds reported $5.13B of Erasca stock for Q2 2026, up 17% quarter-over-quarter.
- 62 funds opened new Erasca positions in Q2 2026 and 27 closed out, a net change of +35 holders.
- The largest Erasca buyer in Q2 2026 was T. Rowe Price Associates, an estimated $63.7M added.
- The largest Erasca seller in Q2 2026 was Vivo Capital, an estimated $115M sold.
Based on aggregated 13F filings for Q2 2026.