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53 hedge funds and large institutions have $120M invested in Exagen in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.56% more ownership

Funds ownership: 50.88%54.45% (+3.6%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 5453 (-1)

7% less capital invested

Capital invested by funds: $129M → $120M (-$9.32M)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$436K +$68.2K +5,130 +19%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$435K +$56.7K +4,265 +15%
N
28
Nuveen
North Carolina
$425K -$20.5K -1,542 -5%
ECM
29
EMC Capital Management
Texas
$377K
Charles Schwab
30
Charles Schwab
California
$369K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$358K -$28.5K -2,145 -8%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$357K -$33.3K -2,504 -9%
JP Morgan Chase
33
JP Morgan Chase
New York
$211K -$44K -3,307 -18%
Truist Financial
34
Truist Financial
North Carolina
$189K -$7.31K -550 -4%
Bank of America
35
Bank of America
North Carolina
$175K -$8.64K -650 -5%
Calamos Advisors
36
Calamos Advisors
Illinois
$160K -$204K -15,373 -57%
Goldman Sachs
37
Goldman Sachs
New York
$145K +$5.9K +444 +4%
FBT
38
First Bank & Trust
South Dakota
$117K +$5.57K +419 +5%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$94K -$53.4K -4,016 -37%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$79K -$120K -9,061 -61%
AIG
41
American International Group
New York
$77K -$5.61K -422 -7%
Osaic Holdings
42
Osaic Holdings
Arizona
$62K +$1.62K +122 +3%
PA
43
Parallel Advisors
California
$59K
TCWM
44
Total Clarity Wealth Management
Illinois
$21K +$20.8K +1,565 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$18K +$7.29K +548 +73%
FHA
46
First Horizon Advisors
Tennessee
$17K +$16.1K +1,214 New
Citigroup
47
Citigroup
New York
$15K +$7.55K +568 +110%
APA
48
American Portfolios Advisors
New York
$14.5K +$997 +75 +8%
Legal & General Group
49
Legal & General Group
United Kingdom
$12K -$1.16K -87 -9%
AIP
50
Ameritas Investment Partners
Nebraska
$12K

XGN Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q3 2021, worth a combined $120M — down 7.2% from $129M a quarter earlier.

Fund positioning in XGN was balanced in Q3 2021: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 19 trimmed.

The largest buyer was Cowen and Company, adding an estimated $8.75M. The largest seller was Wasatch Advisors, cutting an estimated $7.92M.

  • 53 institutional investors held Exagen (XGN) as of Q3 2021, down from 54 in Q2 2021.
  • Funds reported $120M of Exagen stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 5 funds opened new Exagen positions in Q3 2021 and 5 closed out, a net change of 0 holders.
  • The largest Exagen buyer in Q3 2021 was Cowen and Company, an estimated $8.75M added.
  • The largest Exagen seller in Q3 2021 was Wasatch Advisors, an estimated $7.92M sold.

Based on aggregated 13F filings for Q3 2021.