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Xeris Biopharma Holdings

92 hedge funds and large institutions have $80.4M invested in Xeris Biopharma Holdings in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

980% more call options, than puts

Call options by funds: $659K | Put options by funds: $61K

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $71.6M → $80.4M (+$8.75M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.58% less ownership

Funds ownership: 39.61%36.03% (-3.6%)

5% less funds holding

Funds holding: 9792 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
92
Holders Change
-5
Holders Change %
-5.15%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
27
Reduced
24
Closed
14
Calls
$659K
Puts
$61K
Net Calls
+$598K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$14K -$12.4K -9,906 -53%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$11.9K -$1.52K -1,211 -14%
TFGT
78
TS Financial Group (TSFG)
Illinois
$9K
PA
79
Parallel Advisors
California
$5.37K
BFEC
80
Benjamin F. Edwards & Company
Missouri
$5K
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$3.86K +$2.99K +2,385 New
AF
82
Allworth Financial
California
$3.09K +$245 +196 +12%
CUAMC
83
China Universal Asset Management Company
China
$3K +$577 +461 +33%
Citigroup
84
Citigroup
New York
$2.52K -$1.26K -1,006 -39%
CG
85
Cutler Group
California
$1K
Daiwa Securities Group
86
Daiwa Securities Group
Japan
$1K
GRP
87
Global Retirement Partners
California
$954 +$517 +413 New
IA
88
IFP Advisors
Florida
$472
TWA
89
TCI Wealth Advisors
Arizona
$326
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$238 -$1.25K -1,000 -0.7%
SWA
91
SOA Wealth Advisors
New York
$192
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$20 -$10.1K -8,107 -100%
NMC
93
NEA Management Company
Maryland
-$4.32M -3,246,785 Closed
Millennium Management
94
Millennium Management
New York
-$923K -694,043 Closed
TSS
95
Two Sigma Securities
New York
-$81.8K -61,470 Closed
Point72 Asset Management
96
Point72 Asset Management
Connecticut
-$79.8K -60,000 Closed
TLP
97
Tri Locum Partners
New York
-$49K -36,766 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$26.6K -21,240 Closed
KPWS
99
Kestra Private Wealth Services
Texas
-$15.7K -11,832 Closed
RPCA
100
Running Point Capital Advisors
California
-$13.3K -10,000 Closed

XERS Hedge Fund Activity: Q1 2023 in Review

92 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xeris Biopharma Holdings (XERS) for Q1 2023, worth a combined $80.4M — up 12% from $71.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XERS and 9 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was JP Morgan Chase, adding an estimated $841K. The largest seller was NEA Management Company, exiting entirely with an estimated $4.32M sold.

  • 92 institutional investors held Xeris Biopharma Holdings (XERS) as of Q1 2023, down from 97 in Q4 2022.
  • Funds reported $80.4M of Xeris Biopharma Holdings stock for Q1 2023, up 12% quarter-over-quarter.
  • 9 funds opened new Xeris Biopharma Holdings positions in Q1 2023 and 14 closed out, a net change of -5 holders.
  • The largest Xeris Biopharma Holdings buyer in Q1 2023 was JP Morgan Chase, an estimated $841K added.
  • The largest Xeris Biopharma Holdings seller in Q1 2023 was NEA Management Company, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2023.