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Exagen
XGN

30 hedge funds and large institutions have $14.1M invested in Exagen in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 29 → 30 (+1)

0.79% more ownership

Funds ownership: 40.72% → 41.51% (+0.79%)

16% less capital invested

Capital invested by funds: $16.7M → $14.1M (-$2.59M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$842K
2
PCM
Perkins Capital Management
Minnesota
+$424K
3
CAC
Cowen and Company
New York
+$97.3K
4
Renaissance Technologies
Renaissance Technologies
New York
+$78.7K
5
Citadel Advisors
Citadel Advisors
Florida
+$35.9K

Top Sellers

Rank Fund Capital Flow
1
SCM
Stonepine Capital Management
Oregon
-$923K
2
UBS Group
UBS Group
Switzerland
-$118K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.8K
4
NCM
Nantahala Capital Management
Connecticut
-$16.7K
5
BlackRock
BlackRock
New York
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1
RTW Investments
New York
$2.99M +$21K +12,170 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$1.93M +$842K +486,840 +101%
CAC
3
Cowen and Company
New York
$1.79M +$97.3K +56,254 +7%
WA
4
Wasatch Advisors
Utah
$1.69M -$10.3K -5,965 -0.7%
SCM
5
Stonepine Capital Management
Oregon
$1.33M -$923K -533,807 -44%
SAM
6
Silvercrest Asset Management
New York
$1.08M – – –
PCM
7
Perkins Capital Management
Minnesota
$1.01M +$424K +245,000 +93%
Vanguard Group
8
Vanguard Group
Pennsylvania
$977K – – –
NCM
9
Nantahala Capital Management
Connecticut
$193K -$16.7K -9,645 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$162K – – –
PM
11
Penbrook Management
New York
$151K +$3.98K +2,300 +3%
UBS Group
12
UBS Group
Switzerland
$124K -$118K -68,424 -52%
BlackRock
13
BlackRock
New York
$115K -$16K -9,235 -14%
Renaissance Technologies
14
Renaissance Technologies
New York
$91K +$78.7K +45,488 New
BCM
15
Bridgeway Capital Management
Texas
$81.2K – – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$71.7K -$31.8K -18,369 -34%
State Street
17
State Street
Massachusetts
$67K – – –
Millennium Management
18
Millennium Management
New York
$47K -$13.2K -7,606 -24%
Citadel Advisors
19
Citadel Advisors
Florida
$41.3K +$35.9K +20,735 New
Northern Trust
20
Northern Trust
Illinois
$32.7K – – –
FBT
21
First Bank & Trust
South Dakota
$26.9K -$1.48K -857 -6%
Prudential Financial
22
Prudential Financial
New Jersey
$21.1K – – –
AF
23
Allworth Financial
California
$14K – – –
Bank of America
24
Bank of America
North Carolina
$12K -$1.36K -786 -12%
Barclays
25
Barclays
United Kingdom
$10.2K – – –
1
2

XGN Hedge Fund Activity: Q4 2023 in Review

30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q4 2023, worth a combined $14.1M — down 16% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new XGN positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $842K. The largest seller was Stonepine Capital Management, cutting an estimated $923K.

  • 30 institutional investors held Exagen (XGN) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $14.1M of Exagen stock for Q4 2023, down 16% quarter-over-quarter.
  • 3 funds opened new Exagen positions in Q4 2023 and 2 closed out, a net change of +1 holder.
  • The largest Exagen buyer in Q4 2023 was Morgan Stanley, an estimated $842K added.
  • The largest Exagen seller in Q4 2023 was Stonepine Capital Management, an estimated $923K sold.

Based on aggregated 13F filings for Q4 2023.