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Adaptive Biotechnologies

214 hedge funds and large institutions have $3.46B invested in Adaptive Biotechnologies in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $1.18M

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

3.75% more ownership

Funds ownership: 83.73%87.48% (+3.7%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 219214 (-5)

14% less capital invested

Capital invested by funds: $4B → $3.46B (-$542M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
214
Holders Change
-5
Holders Change %
-2.28%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
76
Reduced
69
Closed
32
Calls
$6.41M
Puts
$1.18M
Net Calls
+$5.23M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$23.6M +$584K +19,051 +2%
EHI
27
Eagle Health Investments
Connecticut
$21.1M +$9.48M +309,294 +70%
AAP
28
Aristotle Atlantic Partners
Florida
$20.9M +$566K +18,461 +3%
ZCI
29
Zevenbergen Capital Investments
Washington
$19.6M -$3.31M -107,910 -13%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$16.5M +$751K +24,508 +4%
Ameriprise
31
Ameriprise
Minnesota
$16.3M -$6.93K -226 -0%
Principal Financial Group
32
Principal Financial Group
Iowa
$13.5M +$247K +8,059 +2%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$13.3M +$8.12M +264,902 +126%
Northern Trust
34
Northern Trust
Illinois
$13.1M -$362K -11,813 -2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$11.3M -$1.43M -46,530 -10%
Morgan Stanley
36
Morgan Stanley
New York
$11M -$2.24M -72,950 -16%
PA
37
Perceptive Advisors
New York
$9.9M
PCM
38
Peregrine Capital Management
Minnesota
$9.53M +$1.9M +62,118 +22%
TCM
39
Tekla Capital Management
Massachusetts
$9.48M
Barclays
40
Barclays
United Kingdom
$9.42M +$9.08M +296,137 +746%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$8.53M +$9.31M +303,873 New
N
42
Nuveen
North Carolina
$8.49M -$1.29M -42,034 -12%
JP Morgan Chase
43
JP Morgan Chase
New York
$7.85M +$2.95M +96,280 +53%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$6.63M +$527K +17,187 +8%
Bank of America
45
Bank of America
North Carolina
$6.53M +$1.37M +44,640 +24%
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.66M
Primecap Management
47
Primecap Management
California
$5.63M -$153K -5,000 -2%
PC
48
Pier Capital
Connecticut
$5.51M -$36.5K -1,190 -0.6%
KCM
49
Kornitzer Capital Management
Kansas
$5.41M
FCM
50
Frontier Capital Management
Massachusetts
$5.4M +$3.88M +126,722 +193%

ADPT Hedge Fund Activity: Q4 2021 in Review

214 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Adaptive Biotechnologies (ADPT) for Q4 2021, worth a combined $3.46B — down 14% from $4B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ADPT and 29 opened new positions — a net loss of 3 holders — while 69 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $56.4M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $31.5M.

  • 214 institutional investors held Adaptive Biotechnologies (ADPT) as of Q4 2021, down from 219 in Q3 2021.
  • Funds reported $3.46B of Adaptive Biotechnologies stock for Q4 2021, down 14% quarter-over-quarter.
  • 29 funds opened new Adaptive Biotechnologies positions in Q4 2021 and 32 closed out, a net change of -3 holders.
  • The largest Adaptive Biotechnologies buyer in Q4 2021 was T. Rowe Price Associates, an estimated $56.4M added.
  • The largest Adaptive Biotechnologies seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2021.