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Exagen
XGN

57 hedge funds and large institutions have $156M invested in Exagen in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

162% more capital invested

Capital invested by funds: $59.7M → $156M (+$96.5M)

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

63% more funds holding

Funds holding: 35 → 57 (+22)

19.19% more ownership

Funds ownership: 35.46% → 54.65% (+19%)

Holders
57
Holders Change
+22
Holders Change %
+62.86%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
17
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$11.5M
2
PIM
Platinum Investment Management
Australia
+$7.13M
3
RI
RTW Investments
New York
+$6.7M
4
NCM
Nantahala Capital Management
Connecticut
+$6.67M
5
PVI
Pura Vida Investments
New York
+$5.9M

Top Sellers

Rank Fund Capital Flow
1
HP
Harbourvest Partners
Massachusetts
-$343K
2
Brown Advisory
Brown Advisory
Maryland
-$229K
3
Squarepoint
Squarepoint
New York
-$133K
4
Wells Fargo
Wells Fargo
California
-$100K
5
Northern Trust
Northern Trust
Illinois
-$64.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.31M +$32.1K +1,800 +2%
CH
27
CVI Holdings
Delaware
$1.28M +$1.3M +72,952 New
Victory Capital Management
28
Victory Capital Management
Texas
$1.26M -$23.7K -1,330 -2%
State Street
29
State Street
Massachusetts
$1.19M +$111K +6,209 +10%
Northern Trust
30
Northern Trust
Illinois
$938K -$64.6K -3,623 -6%
DKCM
31
Davidson Kempner Capital Management
New York
$707K +$730K +40,951 New
ACM
32
Advisors Capital Management
New Jersey
$529K +$539K +30,257 New
LCM
33
Laurion Capital Management
New York
$525K +$535K +30,000 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$518K +$528K +29,617 New
CCM
35
CAAS Capital Management
New York
$426K +$434K +24,349 New
Truist Financial
36
Truist Financial
North Carolina
$270K +$275K +15,424 New
JP Morgan Chase
37
JP Morgan Chase
New York
$250K +$10.8K +607 +4%
Bank of America
38
Bank of America
North Carolina
$225K +$78.9K +4,430 +53%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$213K -$30.3K -1,702 -12%
N
40
Nuveen
North Carolina
$199K – – –
Charles Schwab
41
Charles Schwab
California
$180K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$126K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$81K – – –
PA
44
Parallel Advisors
California
$76K +$77.1K +4,325 New
FBT
45
First Bank & Trust
South Dakota
$70K +$71.2K +3,995 New
Osaic Holdings
46
Osaic Holdings
Arizona
$63K +$63.2K +3,547 New
Deutsche Bank
47
Deutsche Bank
Germany
$54K -$5.13K -288 -9%
Wells Fargo
48
Wells Fargo
California
$32K -$100K -5,621 -75%
APA
49
American Portfolios Advisors
New York
$17.3K +$17.6K +988 New
Lazard Asset Management
50
Lazard Asset Management
New York
$15K +$16.3K +913 New
1
2
3

XGN Hedge Fund Activity: Q1 2021 in Review

57 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q1 2021, worth a combined $156M — up 162% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XGN positions and 3 closed out — a net gain of 22 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $11.5M. The largest seller was Harbourvest Partners, exiting entirely with an estimated $343K sold.

  • 57 institutional investors held Exagen (XGN) as of Q1 2021, up from 35 in Q4 2020.
  • Funds reported $156M of Exagen stock for Q1 2021, up 162% quarter-over-quarter.
  • 25 funds opened new Exagen positions in Q1 2021 and 3 closed out, a net change of +22 holders.
  • The largest Exagen buyer in Q1 2021 was Wasatch Advisors, an estimated $11.5M added.
  • The largest Exagen seller in Q1 2021 was Harbourvest Partners, an estimated $343K sold.

Based on aggregated 13F filings for Q1 2021.