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RxSight

169 hedge funds and large institutions have $1.22B invested in RxSight in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

70% more capital invested

Capital invested by funds: $718M → $1.22B (+$500M)

32% more funds holding

Funds holding: 128169 (+41)

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

11.99% more ownership

Funds ownership: 72.24%84.22% (+12%)

12% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $4.99M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
169
Holders Change
+41
Holders Change %
+32.03%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
57
Reduced
45
Closed
8
Calls
$5.58M
Puts
$4.99M
Net Calls
+$593K
Net Calls Change
-$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
RA Capital Management
Massachusetts
$137M +$10.3M +351,489 +12%
Artisan Partners
2
Artisan Partners
Wisconsin
$96.6M -$1.23M -42,093 -2%
Morgan Stanley
3
Morgan Stanley
New York
$86.5M +$27.4M +934,720 +77%
BlackRock
4
BlackRock
New York
$83.7M +$6.55M +223,381 +12%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$79.7M +$10.2M +348,680 +21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$59.8M +$1.47M +50,057 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$47.8M +$34.8M +1,185,612 +137,065%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$38.6M +$12.2M +417,417 +77%
Deutsche Bank
9
Deutsche Bank
Germany
$28.5M +$20.3M +692,630 +5,032%
State Street
10
State Street
Massachusetts
$28.4M +$176 +6 +0%
N
11
Nuveen
North Carolina
$28.1M +$7.75M +264,228 +61%
NCGI
12
Next Century Growth Investors
Minnesota
$26.5M -$2.66M -90,806 -12%
JP Morgan Chase
13
JP Morgan Chase
New York
$24.1M +$1.32M +44,975 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$22.5M +$1.18M +40,368 +8%
Bank of America
15
Bank of America
North Carolina
$21.7M -$2.78M -94,644 -15%
DCM
16
Driehaus Capital Management
Illinois
$21.3M -$1.9M -64,738 -11%
PHP
17
Parkman Healthcare Partners
Connecticut
$20.7M +$3.86M +131,701 +35%
ACM
18
Atika Capital Management
New York
$17.9M -$1.92M -65,352 -13%
NSGL
19
No Street GP LP
California
$17.1M +$5.13M +175,000 +70%
Northern Trust
20
Northern Trust
Illinois
$13.3M +$2.65M +90,326 +38%
Millennium Management
21
Millennium Management
New York
$13M -$24.6M -838,449 -72%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$12.3M +$1.04M +35,400 +13%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$12M -$1.72M -58,749 -16%
SPPAM
24
Summit Partners Public Asset Management
Massachusetts
$11.5M +$8.4M +286,421 New
Two Sigma Investments
25
Two Sigma Investments
New York
$11.3M -$896K -30,554 -10%

RXST Hedge Fund Activity: Q4 2023 in Review

169 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RxSight (RXST) for Q4 2023, worth a combined $1.22B — up 70% from $718M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RXST positions and 8 closed out — a net gain of 42 holders — while 57 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $34.8M. The largest seller was Millennium Management, cutting an estimated $24.6M.

  • 169 institutional investors held RxSight (RXST) as of Q4 2023, up from 128 in Q3 2023.
  • Funds reported $1.22B of RxSight stock for Q4 2023, up 70% quarter-over-quarter.
  • 50 funds opened new RxSight positions in Q4 2023 and 8 closed out, a net change of +42 holders.
  • The largest RxSight buyer in Q4 2023 was Fidelity Investments, an estimated $34.8M added.
  • The largest RxSight seller in Q4 2023 was Millennium Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2023.