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54 hedge funds and large institutions have $129M invested in Exagen in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

3.77% less ownership

Funds ownership: 54.65%50.88% (-3.8%)

5% less funds holding

Funds holding: 5754 (-3)

18% less capital invested

Capital invested by funds: $156M → $129M (-$27.4M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
EMC Capital Management
Texas
$486K +$497K +32,447 New
N
27
Nuveen
North Carolina
$465K +$300K +19,592 +172%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$430K -$914K -59,627 -67%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$427K -$17.3K -1,129 -4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$416K +$239K +15,569 +128%
Calamos Advisors
31
Calamos Advisors
Illinois
$407K -$1.22M -79,806 -75%
Charles Schwab
32
Charles Schwab
California
$406K +$258K +16,821 +164%
ACM
33
Advisors Capital Management
New Jersey
$404K -$50.7K -3,305 -11%
JP Morgan Chase
34
JP Morgan Chase
New York
$282K +$69.7K +4,547 +32%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$223K +$117K +7,630 +106%
Truist Financial
36
Truist Financial
North Carolina
$216K -$15.1K -987 -6%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$212K +$217K +14,160 New
Bank of America
38
Bank of America
North Carolina
$202K +$10.1K +657 +5%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$164K +$97.2K +6,339 +138%
Goldman Sachs
40
Goldman Sachs
New York
$153K +$156K +10,189 New
FBT
41
First Bank & Trust
South Dakota
$123K +$64.4K +4,198 +105%
Osaic Holdings
42
Osaic Holdings
Arizona
$66K +$13.9K +907 +26%
PA
43
Parallel Advisors
California
$65K
Legal & General Group
44
Legal & General Group
United Kingdom
$15K +$6.92K +451 +83%
APA
45
American Portfolios Advisors
New York
$14.8K
FHC
46
First Horizon Corporation
Tennessee
$14K +$14.7K +958 New
AIP
47
Ameritas Investment Partners
Nebraska
$13K +$8.65K +564 +198%
TRCT
48
Tower Research Capital (TRC)
New York
$12K +$2.5K +163 +26%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$11K +$5.29K +345 +86%
Citigroup
50
Citigroup
New York
$8K +$3.02K +197 +62%

XGN Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q2 2021, worth a combined $129M — down 18% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XGN and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $4.98M. The largest seller was RTW Investments, cutting an estimated $12.3M.

  • 54 institutional investors held Exagen (XGN) as of Q2 2021, down from 57 in Q1 2021.
  • Funds reported $129M of Exagen stock for Q2 2021, down 18% quarter-over-quarter.
  • 8 funds opened new Exagen positions in Q2 2021 and 11 closed out, a net change of -3 holders.
  • The largest Exagen buyer in Q2 2021 was BlackRock, an estimated $4.98M added.
  • The largest Exagen seller in Q2 2021 was RTW Investments, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2021.