We are live on ! Find out more
ADPT icon

Adaptive Biotechnologies

210 hedge funds and large institutions have $921M invested in Adaptive Biotechnologies in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $568K

1.69% more ownership

Funds ownership: 93.39%95.08% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 226210 (-16)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

22% less capital invested

Capital invested by funds: $1.18B → $921M (-$258M)

50% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 28

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
68
Reduced
80
Closed
28
Calls
$2.39M
Puts
$568K
Net Calls
+$1.82M
Net Calls Change
-$542K
Name Holding Trade Value Shares
Change
Change in
Stake
Viking Global Investors
1
Viking Global Investors
Connecticut
$201M
Vanguard Group
2
Vanguard Group
Pennsylvania
$80.9M +$558K +75,073 +0.6%
MCMC
3
Matrix Capital Management Company
New Hampshire
$77.7M
BlackRock
4
BlackRock
New York
$77M -$2.13M -285,854 -2%
AIM
5
ARK Investment Management
Florida
$70.1M +$9.28M +1,248,627 +14%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$42.8M +$7.89M +1,061,511 +20%
NAMA
7
Nikko Asset Management Americas
New York
$42.8M +$7.89M +1,061,511 +20%
AAP
8
Aristotle Atlantic Partners
Florida
$20.8M +$8.91M +1,197,872 +63%
BWLSA
9
Blue Water Life Science Advisors
California
$20.3M
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$18.4M +$6.37M +856,846 +45%
State Street
11
State Street
Massachusetts
$17.1M -$174K -23,414 -0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.3M +$525K +70,646 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$14.4M +$3.73M +501,585 +30%
Goldman Sachs
14
Goldman Sachs
New York
$14.4M +$4.83M +649,493 +43%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$14.2M -$1.19M -159,601 -7%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$10.4M -$1.57M -211,657 -12%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.42M +$59.4K +7,992 +0.6%
GGHC
18
Gilder Gagnon Howe & Co
New York
$8.16M +$342K +46,005 +4%
EHI
19
Eagle Health Investments
Connecticut
$8.15M
Federated Hermes
20
Federated Hermes
Pennsylvania
$7.46M -$473K -63,569 -5%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$7.18M -$73.9K -9,940 -0.9%
Northern Trust
22
Northern Trust
Illinois
$7.04M +$122K +16,351 +2%
Charles Schwab
23
Charles Schwab
California
$5.62M +$108K +14,571 +2%
Norges Bank
24
Norges Bank
Norway
$5.41M
N
25
Nuveen
North Carolina
$5.01M -$3.57M -479,557 -39%

ADPT Hedge Fund Activity: Q2 2023 in Review

210 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Adaptive Biotechnologies (ADPT) for Q2 2023, worth a combined $921M — down 22% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ADPT and 14 opened new positions — a net loss of 14 holders — while 80 trimmed existing stakes and 68 added.

The largest buyer was ARK Investment Management, adding an estimated $9.28M. The largest seller was Nuveen, cutting an estimated $3.57M.

  • 210 institutional investors held Adaptive Biotechnologies (ADPT) as of Q2 2023, down from 226 in Q1 2023.
  • Funds reported $921M of Adaptive Biotechnologies stock for Q2 2023, down 22% quarter-over-quarter.
  • 14 funds opened new Adaptive Biotechnologies positions in Q2 2023 and 28 closed out, a net change of -14 holders.
  • The largest Adaptive Biotechnologies buyer in Q2 2023 was ARK Investment Management, an estimated $9.28M added.
  • The largest Adaptive Biotechnologies seller in Q2 2023 was Nuveen, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2023.