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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
57
Holders Change
+22
Holders Change %
+62.86%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
17
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$11.5M
2
PIM
Platinum Investment Management
Australia
+$7.13M
3
RI
RTW Investments
New York
+$6.7M
4
NCM
Nantahala Capital Management
Connecticut
+$6.67M
5
PVI
Pura Vida Investments
New York
+$5.9M

Top Sellers

Rank Fund Capital Flow
1
HP
Harbourvest Partners
Massachusetts
-$343K
2
Brown Advisory
Brown Advisory
Maryland
-$229K
3
Squarepoint
Squarepoint
New York
-$133K
4
Wells Fargo
Wells Fargo
California
-$100K
5
Northern Trust
Northern Trust
Illinois
-$64.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wasatch Advisors
Utah
$29.6M +$11.5M +647,104 +62%
RI
2
RTW Investments
New York
$28.5M +$6.7M +376,234 +30%
CAC
3
Cowen and Company
New York
$7.91M +$2.41M +135,271 +43%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.23M +$1.74M +97,523 +31%
PIM
5
Platinum Investment Management
Australia
$7M +$7.13M +400,000 New
NCM
6
Nantahala Capital Management
Connecticut
$6.55M +$6.67M +374,315 New
Nomura Holdings
7
Nomura Holdings
Japan
$6.2M +$71.3K +4,000 +1%
PVI
8
Pura Vida Investments
New York
$5.79M +$5.9M +331,141 New
SAM
9
Silvercrest Asset Management
New York
$5.45M +$5.55M +311,455 New
BlackRock
10
BlackRock
New York
$4.56M -$11.1K -624 -0.2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$3.9M -$10.8K -605 -0.3%
PCM
12
Perkins Capital Management
Minnesota
$3.56M +$1.27M +71,175 +54%
PGM
13
Parian Global Management
New York
$3.37M +$3.43M +192,368 New
SCM
14
Stonepine Capital Management
Oregon
$3.34M +$3.4M +191,006 New
MS
15
Maven Securities
Jersey
$3.04M +$3.12M +175,000 New
MIM
16
Monashee Investment Management
Massachusetts
$3.01M +$3.07M +172,170 New
SC
17
Samjo Capital
New York
$2.63M +$2.67M +150,000 New
UBS Group
18
UBS Group
Switzerland
$2.32M +$2.35M +131,703 +15,314%
Calamos Advisors
19
Calamos Advisors
Illinois
$1.87M +$1.91M +106,947 New
EP
20
Eversept Partners
New York
$1.83M +$407K +22,834 +28%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$1.79M +$1.82M +102,231 New
Morgan Stanley
22
Morgan Stanley
New York
$1.73M +$1.62M +90,982 +1,154%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.55M +$1.54M +86,410 +4,301%
ACM
24
Altium Capital Management
New York
$1.51M +$1.54M +86,475 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.45M +$85.5K +4,799 +6%
1
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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.