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28 hedge funds and large institutions have $20M invested in Exagen in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

20% more capital invested

Capital invested by funds: $16.6M → $20M (+$3.36M)

0.3% more ownership

Funds ownership: 40.6%40.9% (+0.3%)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$4.33M +$288K +101,248 +7%
SCM
2
Stonepine Capital Management
Oregon
$3.04M +$34.9K +12,278 +1%
WA
3
Wasatch Advisors
Utah
$2.9M +$805 +283 +0%
CAC
4
Cowen and Company
New York
$2.44M -$288K -101,176 -11%
SAM
5
Silvercrest Asset Management
New York
$1.59M +$127K +44,518 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.42M
Morgan Stanley
7
Morgan Stanley
New York
$1.39M -$205 -72 -0%
PCM
8
Perkins Capital Management
Minnesota
$765K +$11.4K +4,000 +2%
UBS Group
9
UBS Group
Switzerland
$379K
NCM
10
Nantahala Capital Management
Connecticut
$353K -$30.5K -10,719 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$218K
BlackRock
12
BlackRock
New York
$215K +$5.15K +1,811 +3%
PM
13
Penbrook Management
New York
$215K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$197K +$7.41K +2,604 +4%
BCM
15
Bridgeway Capital Management
Texas
$137K
State Street
16
State Street
Massachusetts
$97.7K
Millennium Management
17
Millennium Management
New York
$87K -$8.96K -3,150 -10%
Northern Trust
18
Northern Trust
Illinois
$47.7K
FBT
19
First Bank & Trust
South Dakota
$41.7K -$6.88K -2,418 -14%
AF
20
Allworth Financial
California
$20.3K
Bank of America
21
Bank of America
North Carolina
$17.5K -$10.5K -3,681 -38%
Barclays
22
Barclays
United Kingdom
$14.9K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9K +$8.47K +2,977 +1,793%
BWM
24
BerganKDV Wealth Management
Minnesota
$7.25K +$7.11K +2,500 New
Wells Fargo
25
Wells Fargo
California
$7.13K +$14 +5 +0.2%

XGN Hedge Fund Activity: Q2 2023 in Review

28 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q2 2023, worth a combined $20M — up 20% from $16.6M a quarter earlier.

Fund positioning in XGN was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was RTW Investments, adding an estimated $288K. The largest seller was Cowen and Company, cutting an estimated $288K.

  • 28 institutional investors held Exagen (XGN) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $20M of Exagen stock for Q2 2023, up 20% quarter-over-quarter.
  • 2 funds opened new Exagen positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest Exagen buyer in Q2 2023 was RTW Investments, an estimated $288K added.
  • The largest Exagen seller in Q2 2023 was Cowen and Company, an estimated $288K sold.

Based on aggregated 13F filings for Q2 2023.