伊拉斯卡制药 ERAS
$14.41 +$1.14 (+8.59%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $14.57 +1.11%
开盘$13.42
昨收$13.27
当日区间$13.11 – $14.43
成交量4.03M
市值$5.04B
市盈率（TTM）–
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例82.3%-8.60 个百分点，较上季度
持仓机构数299+6 ，较上季度
内部人近期交易38次买入 / 12次卖出净买入
空头持仓比例10.57% 占流通股回补天数 6.4 · 截至 15 Oct 2026
卖空成交量占比24.3%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$23.66M（9个净流入日，11个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有35.4%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从8.75%升至10.57%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Mutual Fund | 2026/Q3 | +3,315,456 | 1.2% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +4,383,361 | 7.9% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +2,884,471 | 3.5% |
| Jennison Associates LLC | Mutual Fund | 2026/Q3 | +2,788,412 | 0.8% |
| Soleus Capital Management, L.P. | Hedge Fund | 2026/Q3 | +2,700,000 | 0.8% |
| Samlyn Capital, LLC | Hedge Fund | 2026/Q3 | +2,256,986 | 0.6% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +2,114,390 | 0.6% |
| RTW Investments, LP | Hedge Fund | 2026/Q3 | +1,789,579 | 5.1% |
| VR Management, LLC | VC/PE Fund | 2026/Q3 | +1,509,000 | 5.1% |
| AllianceBernstein | Mutual Fund | 2026/Q3 | +1,473,694 | 1.2% |
| FMR | Mutual Fund | 2026/Q3 | +1,393,621 | 0.8% |
| Hillhouse Capital Management, Ltd. | VC/PE Fund | 2026/Q3 | +1,375,300 | 0.4% |
| StemPoint Capital LP | Hedge Fund | 2026/Q3 | +1,326,052 | 0.4% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +1,225,334 | 0.5% |
| Federated Hermes, Inc. | Mutual Fund | 2026/Q3 | +1,081,257 | 0.3% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 9 Aug 2026 | Charles Fuchs | President of Research & Development | Other Derivative Acquisition | +1,300,000 | $18.12 | 1,300,000 |
| 25 Jun 2026 | Jean I. Liu | Independent Director | Other Derivative Acquisition | +29,888 | $16.01 | 29,888 |
| 25 Jun 2026 | Alexander Casdin | Independent Director | Other Derivative Acquisition | +29,888 | $16.01 | 29,888 |
| 25 Jun 2026 | Pratik Multani | Independent Director | Other Derivative Acquisition | +29,888 | $16.01 | 29,888 |
| 25 Jun 2026 | James Bristol | Lead Independent Director | Other Derivative Acquisition | +29,888 | $16.01 | 29,888 |
| 25 Jun 2026 | Julie Hambleton | Independent Director | Other Derivative Acquisition | +29,888 | $16.01 | 29,888 |
| 25 Jun 2026 | Valerie Harding-Start | Independent Director | Other Derivative Acquisition | +29,888 | $16.01 | 29,888 |
| 31 Mar 2026 | Ebun Garner | Chief Legal Officer | Derivative Exercise and Sale | -80,000 | $16.40 | 25,076 |
| 3 Mar 2026 | Shannon Morris | Chief Medical Officer | Derivative Exercise and Sale | -20,000 | $15.04 | – |
| 28 Jan 2026 | Michael Varney | Chairman of Research & Development, Scientific Advisory Board Member and Director | Other Derivative Acquisition | +96,000 | $10.31 | 96,000 |
| 28 Jan 2026 | Jonathan Lim | Chairperson & CEO | Other Derivative Acquisition | +2,000,000 | $10.31 | 2,000,000 |
| 28 Jan 2026 | Ebun Garner | Chief Legal Officer | Other Derivative Acquisition | +560,000 | $10.31 | 560,000 |
| 28 Jan 2026 | Shannon Morris | Chief Medical Officer | Other Derivative Acquisition | +625,000 | $10.31 | 625,000 |
| 28 Jan 2026 | David Chacko | CFO & Chief Business Officer | Other Derivative Acquisition | +640,000 | $10.31 | 640,000 |
| 6 Jan 2026 | Ebun Garner | Chief Legal Officer | Derivative Exercise and Sale | -120,000 | $5.59 | 25,076 |
| 31 Dec 2025 | Jean I. Liu | Independent Director | Other Derivative Acquisition | +20,617 | $3.72 | 20,617 |
| 31 Dec 2025 | Alexander Casdin | Independent Director | Other Derivative Acquisition | +23,872 | $3.72 | 23,872 |
| 31 Dec 2025 | Pratik Multani | Independent Director | Other Derivative Acquisition | +19,532 | $3.72 | 19,532 |
| 31 Dec 2025 | James Bristol | Lead Independent Director | Other Derivative Acquisition | +37,762 | $3.72 | 37,762 |
| 31 Dec 2025 | Valerie Harding-Start | Independent Director | Other Derivative Acquisition | +24,306 | $3.72 | 24,306 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 36,963,404 | 10.6% | 6.4 |
| 30 Sep 2026 | 35,338,107 | 10.1% | 6.9 |
| 15 Sep 2026 | 33,036,139 | 9.4% | 7.7 |
| 31 Aug 2026 | 31,238,099 | 8.9% | 9.4 |
| 14 Aug 2026 | 30,847,289 | 8.8% | 10.0 |
| 31 Jul 2026 | 29,953,849 | 8.7% | 7.3 |
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