Exagen
XGN
31 hedge funds and large institutions have $9.87M invested in Exagen in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 0 closing their positions.
3% more funds holding
Funds holding: 30 → 31 (+1)
5.52% less ownership
Funds ownership: 41.51% → 35.99% (-5.5%)
30% less capital invested
Capital invested by funds: $14.1M → $9.87M (-$4.22M)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
57% less call options, than puts
Call options by funds: $3K | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
+$35.4K |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$17.9K |
| 3 |
Renaissance Technologies
New York
|
+$6.35K |
| 4 |
PM
Penbrook Management
New York
|
+$1.94K |
| 5 |
Millennium Management
New York
|
+$476 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$942K |
| 2 |
SCM
Stonepine Capital Management
Bend,
Oregon
|
-$553K |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$123K |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$44.3K |
| 5 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$29.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $8.18K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $6.37K | -$1.84K | -946 | -19% |
|
28
Wells Fargo
San Francisco,
California
| $3.91K | +$2 | +1 | +0% |
|
29
Qube Research & Technologies (QRT)
London,
United Kingdom
| $324 | – | – | – |
|
30
JP Morgan Chase
New York
| $54 | +$17 | +9 | +36% |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$881 | -454 | -84% |
|
XGN Hedge Fund Activity: Q1 2024 in Review
31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q1 2024, worth a combined $9.87M — down 30% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new XGN positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Palumbo Wealth Management, opening a new position worth an estimated $35.4K. The largest seller was Morgan Stanley, cutting an estimated $942K.
- 31 institutional investors held Exagen (XGN) as of Q1 2024, up from 30 in Q4 2023.
- Funds reported $9.87M of Exagen stock for Q1 2024, down 30% quarter-over-quarter.
- 1 fund opened new Exagen positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest Exagen buyer in Q1 2024 was Palumbo Wealth Management, an estimated $35.4K added.
- The largest Exagen seller in Q1 2024 was Morgan Stanley, an estimated $942K sold.
Based on aggregated 13F filings for Q1 2024.