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41 hedge funds and large institutions have $25.1M invested in Exagen in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $19.7M → $25.1M (+$5.34M)

24% more funds holding

Funds holding: 3341 (+8)

2.05% less ownership

Funds ownership: 36.7%34.65% (-2%)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

81% less call options, than puts

Call options by funds: $5K | Put options by funds: $26K

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
14
Closed
2
Calls
$5K
Puts
$26K
Net Calls
-$21K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$6.2M
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$3.65M +$3.21M +891,366 New
SAM
3
Silvercrest Asset Management
New York
$2.19M -$21.2K -5,871 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.01M
Morgan Stanley
5
Morgan Stanley
New York
$1.98M +$4.68K +1,300 +0.3%
PCM
6
Perkins Capital Management
Minnesota
$1.74M -$127K -35,150 -8%
DCM
7
Driehaus Capital Management
Illinois
$1.72M +$1.51M +418,505 New
SCM
8
Stonepine Capital Management
Oregon
$1.03M -$1.02M -283,349 -53%
KCM
9
Kennedy Capital Management
Missouri
$756K +$53.8K +14,920 +9%
Renaissance Technologies
10
Renaissance Technologies
New York
$638K -$72.3K -20,064 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$402K +$37.6K +10,442 +12%
PWM
12
Palumbo Wealth Management
New York
$355K +$37.3K +10,340 +14%
HA
13
Huntleigh Advisors
Missouri
$292K +$256K +71,169 New
UBS Group
14
UBS Group
Switzerland
$263K -$51.6K -14,310 -18%
NCM
15
Nantahala Capital Management
Connecticut
$255K
PM
16
Penbrook Management
New York
$183K -$66.2K -18,361 -29%
WA
17
Wasatch Advisors
Utah
$176K -$1.61M -447,230 -91%
Creative Planning
18
Creative Planning
Kansas
$146K
State Street
19
State Street
Massachusetts
$138K +$21.6K +6,000 +22%
BlackRock
20
BlackRock
New York
$137K
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$124K +$1.57K +435 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$91.6K -$2.38K -660 -3%
BCM
23
Bridgeway Capital Management
Texas
$84.9K -$3.96K -1,100 -5%
Northern Trust
24
Northern Trust
Illinois
$75.3K +$9.48K +2,630 +17%
Marshall Wace
25
Marshall Wace
United Kingdom
$65.8K +$57.8K +16,048 New

XGN Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exagen (XGN) for Q4 2024, worth a combined $25.1M — up 27% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XGN positions and 2 closed out — a net gain of 8 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $3.21M. The largest seller was Wasatch Advisors, cutting an estimated $1.61M.

  • 41 institutional investors held Exagen (XGN) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $25.1M of Exagen stock for Q4 2024, up 27% quarter-over-quarter.
  • 10 funds opened new Exagen positions in Q4 2024 and 2 closed out, a net change of +8 holders.
  • The largest Exagen buyer in Q4 2024 was Toronto Dominion Bank, an estimated $3.21M added.
  • The largest Exagen seller in Q4 2024 was Wasatch Advisors, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2024.