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Xeris Biopharma Holdings

35 hedge funds and large institutions have $184M invested in Xeris Biopharma Holdings in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

1.13% more ownership

Funds ownership: 50.6%51.72% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $185M → $184M (-$1.76M)

3% less funds holding

Funds holding: 3635 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DM
1
Deerfield Management
New York
$42.5M
RG
2
Redmile Group
California
$41M +$20 +1 +0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$38.8M +$8.99M +447,937 +24%
O
4
OppenheimerFunds
New York
$17M
ACH
5
ArrowMark Colorado Holdings
Colorado
$11.1M +$432K +21,512 +3%
BlackRock
6
BlackRock
New York
$11M +$5.03M +250,619 +64%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.58M +$1.47M +73,245 +29%
Federated Hermes
8
Federated Hermes
Pennsylvania
$5.1M
SM
9
Sabby Management
Florida
$3.45M -$5.7M -284,022 -58%
State Street
10
State Street
Massachusetts
$1.68M +$718K +35,789 +57%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.41M +$310K +15,459 +23%
GIM
12
Granahan Investment Management
Massachusetts
$1.4M -$976K -48,641 -37%
Northern Trust
13
Northern Trust
Illinois
$1.26M +$21.8K +1,089 +1%
PPA
14
Parametric Portfolio Associates
Washington
$489K -$23.3K -1,161 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$339K +$101K +5,027 +34%
Charles Schwab
16
Charles Schwab
California
$247K
Morgan Stanley
17
Morgan Stanley
New York
$182K -$53.7K -2,676 -20%
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$178K +$9.63K +480 +5%
UBS Group
19
UBS Group
Switzerland
$160K +$142K +7,072 +304%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$127K +$22.4K +1,117 +18%
Deutsche Bank
21
Deutsche Bank
Germany
$112K -$167K -8,312 -55%
Bank of America
22
Bank of America
North Carolina
$86K +$82K +4,090 +424%
AIG
23
American International Group
New York
$75K +$261 +13 +0.3%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$66K +$78.2K +3,900 New
Victory Capital Management
25
Victory Capital Management
Texas
$59K

XERS Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Xeris Biopharma Holdings (XERS) for Q4 2018, worth a combined $184M — down 0.95% from $185M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of XERS and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 17 added.

The largest buyer was Fidelity Investments, adding an estimated $8.99M. The largest seller was Sabby Management, cutting an estimated $5.7M.

  • 35 institutional investors held Xeris Biopharma Holdings (XERS) as of Q4 2018, down from 36 in Q3 2018.
  • Funds reported $184M of Xeris Biopharma Holdings stock for Q4 2018, down 0.95% quarter-over-quarter.
  • 2 funds opened new Xeris Biopharma Holdings positions in Q4 2018 and 3 closed out, a net change of -1 holder.
  • The largest Xeris Biopharma Holdings buyer in Q4 2018 was Fidelity Investments, an estimated $8.99M added.
  • The largest Xeris Biopharma Holdings seller in Q4 2018 was Sabby Management, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2018.