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Adaptive Biotechnologies

190 hedge funds and large institutions have $457M invested in Adaptive Biotechnologies in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.61% less ownership

Funds ownership: 99.87%98.27% (-1.6%)

5% less funds holding

Funds holding: 200190 (-10)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

24% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 37

35% less capital invested

Capital invested by funds: $709M → $457M (-$251M)

98% less call options, than puts

Call options by funds: $12K | Put options by funds: $581K

Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
56
Reduced
69
Closed
37
Calls
$12K
Puts
$581K
Net Calls
-$569K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.68M +$3.23M +835,761 New
DP
27
DDD Partners
Washington
$2.37M -$237K -61,183 -8%
Cerity Partners
28
Cerity Partners
New York
$2.17M +$2.09M +540,592 +399%
Morgan Stanley
29
Morgan Stanley
New York
$2.15M -$4.71M -1,218,468 -65%
Goldman Sachs
30
Goldman Sachs
New York
$2.01M -$686K -177,339 -22%
NM
31
Newtyn Management
New York
$2M +$1.17M +301,690 +94%
Deutsche Bank
32
Deutsche Bank
Germany
$1.94M +$5.61K +1,450 +0.2%
N
33
Nuveen
North Carolina
$1.78M -$307K -79,456 -13%
Bank of America
34
Bank of America
North Carolina
$1.66M +$1.62M +418,454 +423%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.27M -$76K -19,638 -5%
PCM
36
Peregrine Capital Management
Minnesota
$1.21M +$302 +78 +0%
EIM
37
Essex Investment Management
Massachusetts
$889K +$20.1K +5,183 +2%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$882K -$13.3M -3,447,800 -93%
TC
39
Tejara Capital
United Kingdom
$864K +$1.04M +269,014 New
PP
40
PDT Partners
New York
$690K +$380K +98,200 +84%
JP Morgan Chase
41
JP Morgan Chase
New York
$685K -$265K -68,461 -24%
UBS AM
42
UBS AM
Illinois
$655K +$126K +32,649 +19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$641K
JF
44
Jump Financial
Illinois
$593K +$577K +149,113 +418%
RSWM
45
Robertson Stephens Wealth Management
California
$590K
Man Group
46
Man Group
United Kingdom
$571K +$26.8K +6,938 +4%
Lazard Asset Management
47
Lazard Asset Management
New York
$564K -$61.1K -15,786 -8%
Jennison Associates
48
Jennison Associates
New York
$561K +$122K +31,547 +22%
Invesco
49
Invesco
Georgia
$560K +$255K +66,015 +61%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$558K +$16.6K +4,290 +3%

ADPT Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Adaptive Biotechnologies (ADPT) for Q1 2024, worth a combined $457M — down 35% from $709M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ADPT and 28 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 56 added.

The largest buyer was Rubric Capital Management (New York), adding an estimated $29.6M. The largest seller was Point72 Asset Management, cutting an estimated $13.3M.

  • 190 institutional investors held Adaptive Biotechnologies (ADPT) as of Q1 2024, down from 200 in Q4 2023.
  • Funds reported $457M of Adaptive Biotechnologies stock for Q1 2024, down 35% quarter-over-quarter.
  • 28 funds opened new Adaptive Biotechnologies positions in Q1 2024 and 37 closed out, a net change of -9 holders.
  • The largest Adaptive Biotechnologies buyer in Q1 2024 was Rubric Capital Management (New York), an estimated $29.6M added.
  • The largest Adaptive Biotechnologies seller in Q1 2024 was Point72 Asset Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2024.