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31 hedge funds and large institutions have $9.87M invested in Exagen in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding

Funds holding: 3031 (+1)

5.52% less ownership

Funds ownership: 41.51%35.99% (-5.5%)

30% less capital invested

Capital invested by funds: $14.1M → $9.87M (-$4.22M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

57% less call options, than puts

Call options by funds: $3K | Put options by funds: $7K

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
13
Closed
Calls
$3K
Puts
$7K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$2.39M
CAC
2
Cowen and Company
New York
$1.43M
WA
3
Wasatch Advisors
Utah
$1.25M -$123K -63,413 -7%
SAM
4
Silvercrest Asset Management
New York
$866K
PCM
5
Perkins Capital Management
Minnesota
$785K -$29.8K -15,334 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$781K
Morgan Stanley
7
Morgan Stanley
New York
$767K -$942K -485,420 -50%
SCM
8
Stonepine Capital Management
Oregon
$612K -$553K -285,084 -43%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$130K
PM
10
Penbrook Management
New York
$122K +$1.94K +1,000 +1%
NCM
11
Nantahala Capital Management
Connecticut
$118K -$44.3K -22,818 -23%
UBS Group
12
UBS Group
Switzerland
$99.4K +$208 +107 +0.2%
BlackRock
13
BlackRock
New York
$88.3K -$4.52K -2,330 -4%
Renaissance Technologies
14
Renaissance Technologies
New York
$78K +$6.35K +3,270 +7%
BCM
15
Bridgeway Capital Management
Texas
$64.9K
State Street
16
State Street
Massachusetts
$44K -$11.6K -6,000 -18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$42K -$18.6K -9,593 -27%
Millennium Management
18
Millennium Management
New York
$37.9K +$476 +245 +1%
Prudential Financial
19
Prudential Financial
New Jersey
$31.5K +$17.9K +9,200 +87%
PWM
20
Palumbo Wealth Management
New York
$29K +$35.4K +18,241 New
Northern Trust
21
Northern Trust
Illinois
$26K -$136 -70 -0.4%
FBT
22
First Bank & Trust
South Dakota
$21.5K
Citadel Advisors
23
Citadel Advisors
Florida
$11.5K -$26.2K -13,495 -65%
AF
24
Allworth Financial
California
$11.2K
Bank of America
25
Bank of America
North Carolina
$9.57K -$14 -7 -0.1%

XGN Hedge Fund Activity: Q1 2024 in Review

31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q1 2024, worth a combined $9.87M — down 30% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new XGN positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Palumbo Wealth Management, opening a new position worth an estimated $35.4K. The largest seller was Morgan Stanley, cutting an estimated $942K.

  • 31 institutional investors held Exagen (XGN) as of Q1 2024, up from 30 in Q4 2023.
  • Funds reported $9.87M of Exagen stock for Q1 2024, down 30% quarter-over-quarter.
  • 1 fund opened new Exagen positions in Q1 2024 and 0 closed out, a net change of +1 holder.
  • The largest Exagen buyer in Q1 2024 was Palumbo Wealth Management, an estimated $35.4K added.
  • The largest Exagen seller in Q1 2024 was Morgan Stanley, an estimated $942K sold.

Based on aggregated 13F filings for Q1 2024.