We are live on ! Find out more

36 hedge funds and large institutions have $47M invested in Exagen in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 3436 (+2)

5.3% more ownership

Funds ownership: 28.55%33.85% (+5.3%)

5% more capital invested

Capital invested by funds: $44.7M → $47M (+$2.25M)

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$13.6M -$64.4K -5,000 -0.4%
WA
2
Wasatch Advisors
Utah
$10.2M +$4.2M +325,786 +53%
Nomura Holdings
3
Nomura Holdings
Japan
$3.98M +$4.47M +346,800 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.41M -$4.64K -360 -0.1%
CAC
5
Cowen and Company
New York
$3.18M -$1.79M -139,063 -32%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.92M +$2.59M +200,839 +568%
BlackRock
7
BlackRock
New York
$2.41M -$141K -10,930 -5%
PCM
8
Perkins Capital Management
Minnesota
$1.3M +$1.55M +120,355 New
Victory Capital Management
9
Victory Capital Management
Texas
$841K -$44.3K -3,440 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$835K -$23.6K -1,833 -2%
BCM
11
Bridgeway Capital Management
Texas
$793K +$943K +73,200 New
State Street
12
State Street
Massachusetts
$683K +$102K +7,885 +14%
Northern Trust
13
Northern Trust
Illinois
$620K -$40.2K -3,123 -5%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$295K -$661K -51,302 -65%
HP
15
Harbourvest Partners
Massachusetts
$282K
Brown Advisory
16
Brown Advisory
Maryland
$238K +$282K +21,925 New
Squarepoint
17
Squarepoint
New York
$194K +$51.5K +3,997 +29%
Calamos Advisors
18
Calamos Advisors
Illinois
$189K -$429K -33,320 -66%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$157K -$6.94K -539 -4%
Wells Fargo
20
Wells Fargo
California
$148K -$7.57K -588 -4%
N
21
Nuveen
North Carolina
$123K
Charles Schwab
22
Charles Schwab
California
$112K
Morgan Stanley
23
Morgan Stanley
New York
$108K +$88.4K +6,868 +224%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$78K +$28.2K +2,187 +43%
TRCT
25
Tower Research Capital (TRC)
New York
$69K +$71.7K +5,566 +697%

XGN Hedge Fund Activity: Q3 2020 in Review

36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q3 2020, worth a combined $47M — up 5% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XGN positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 19 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $4.47M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.38M sold.

  • 36 institutional investors held Exagen (XGN) as of Q3 2020, up from 34 in Q2 2020.
  • Funds reported $47M of Exagen stock for Q3 2020, up 5% quarter-over-quarter.
  • 4 funds opened new Exagen positions in Q3 2020 and 2 closed out, a net change of +2 holders.
  • The largest Exagen buyer in Q3 2020 was Nomura Holdings, an estimated $4.47M added.
  • The largest Exagen seller in Q3 2020 was Goldman Sachs, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2020.