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Adaptive Biotechnologies

190 hedge funds and large institutions have $769M invested in Adaptive Biotechnologies in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 75 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $726K | Put options by funds: $398K

2.56% more ownership

Funds ownership: 95.08%97.64% (+2.6%)

10% less funds holding

Funds holding: 210190 (-20)

16% less capital invested

Capital invested by funds: $921M → $769M (-$151M)

21% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 75

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 34

Holders
190
Holders Change
-20
Holders Change %
-9.52%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
59
Reduced
75
Closed
34
Calls
$726K
Puts
$398K
Net Calls
+$328K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Viking Global Investors
1
Viking Global Investors
Connecticut
$163M
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.8M +$1.3M +196,555 +2%
BlackRock
3
BlackRock
New York
$63.1M +$678K +102,521 +0.9%
MCMC
4
Matrix Capital Management Company
New Hampshire
$63.1M
AIM
5
ARK Investment Management
Florida
$62.7M +$6.98M +1,055,556 +10%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$35.8M +$1.24M +186,892 +3%
NAMA
7
Nikko Asset Management Americas
New York
$35.7M +$1.24M +186,892 +3%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$31.1M +$37.8M +5,713,300 New
AAP
9
Aristotle Atlantic Partners
Florida
$16.7M -$309K -46,755 -2%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$16.6M +$20.1M +3,042,704 New
State Street
11
State Street
Massachusetts
$13.8M -$63.4K -9,587 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.2M +$855K +129,253 +6%
BWLSA
13
Blue Water Life Science Advisors
California
$13M -$4.32M -652,769 -22%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.5M +$934K +141,231 +7%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$10.7M -$980K -148,149 -7%
Goldman Sachs
16
Goldman Sachs
New York
$9.25M -$2.99M -452,056 -21%
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.55M +$1.8M +272,720 +25%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.8M -$54.6K -8,259 -0.7%
GGHC
19
Gilder Gagnon Howe & Co
New York
$6.67M +$56.8K +8,593 +0.7%
EHI
20
Eagle Health Investments
Connecticut
$6.62M
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$5.83M
Northern Trust
22
Northern Trust
Illinois
$5.64M -$94.1K -14,235 -1%
B
23
Braidwell
Connecticut
$5.27M +$2.11M +319,239 +49%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$5.02M +$3.37M +510,292 +133%
ECM
25
ExodusPoint Capital Management
New York
$4.77M +$4.86M +734,803 +524%

ADPT Hedge Fund Activity: Q3 2023 in Review

190 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Adaptive Biotechnologies (ADPT) for Q3 2023, worth a combined $769M — down 16% from $921M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ADPT and 16 opened new positions — a net loss of 18 holders — while 75 trimmed existing stakes and 59 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $37.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.19M.

  • 190 institutional investors held Adaptive Biotechnologies (ADPT) as of Q3 2023, down from 210 in Q2 2023.
  • Funds reported $769M of Adaptive Biotechnologies stock for Q3 2023, down 16% quarter-over-quarter.
  • 16 funds opened new Adaptive Biotechnologies positions in Q3 2023 and 34 closed out, a net change of -18 holders.
  • The largest Adaptive Biotechnologies buyer in Q3 2023 was Point72 Asset Management, an estimated $37.8M added.
  • The largest Adaptive Biotechnologies seller in Q3 2023 was T. Rowe Price Associates, an estimated $8.19M sold.

Based on aggregated 13F filings for Q3 2023.