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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$11.5M |
| 2 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$7.13M |
| 3 |
RI
RTW Investments
New York
|
+$6.7M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$6.67M |
| 5 |
PVI
Pura Vida Investments
New York
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Harbourvest Partners
Boston,
Massachusetts
|
-$343K |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$229K |
| 3 |
Squarepoint
New York
|
-$133K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$100K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$64.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $11K | -$57.4K | -3,224 | -83% |
|
52
Legal & General Group
London,
United Kingdom
| $10K | -$695 | -39 | -7% |
|
53
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$1.68K | +94 | +31% |
|
|
TCWM
54
Total Clarity Wealth Management
St. Charles,
Illinois
| $7K | +$6.74K | +378 | New |
|
55
Citigroup
New York
| $6K | -$10.7K | -598 | -65% |
|
|
AIP
56
Ameritas Investment Partners
Lincoln,
Nebraska
| $5K | – | – | – |
|
|
AIG
57
American International Group
New York
| $49 | +$125 | +7 | +0.3% |
|
|
HP
58
Harbourvest Partners
Boston,
Massachusetts
| – | -$343K | -25,982 | Closed |
|
|
59
Brown Advisory
Baltimore,
Maryland
| – | -$229K | -17,323 | Closed |
|
|
60
Squarepoint
New York
| – | -$133K | -10,078 | Closed |
|
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.