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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
Wells Fargo
51
Wells Fargo
California
$6K -$22.2K -1,446 -79%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$5K +$5.21K +340 New
Walleye Capital
53
Walleye Capital
New York
$186 +$190K +12,398 New
AIG
54
American International Group
New York
$91 +$50.4K +3,288 +118%
PGM
55
Parian Global Management
New York
-$3.37M -192,368 Closed
MIM
56
Monashee Investment Management
Massachusetts
-$3.01M -172,170 Closed
EP
57
Eversept Partners
New York
-$1.83M -104,437 Closed
Alyeska Investment Group
58
Alyeska Investment Group
Illinois
-$1.79M -102,231 Closed
ACM
59
Altium Capital Management
New York
-$1.51M -86,475 Closed
CH
60
CVI Holdings
Delaware
-$1.28M -72,952 Closed
DKCM
61
Davidson Kempner Capital Management
New York
-$707K -40,951 Closed
LCM
62
Laurion Capital Management
New York
-$525K -30,000 Closed
CCM
63
CAAS Capital Management
New York
-$426K -24,349 Closed
Lazard Asset Management
64
Lazard Asset Management
New York
-$15K -913 Closed
TCWM
65
Total Clarity Wealth Management
Illinois
-$7K -378 Closed

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.