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Adaptive Biotechnologies

200 hedge funds and large institutions have $709M invested in Adaptive Biotechnologies in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more funds holding

Funds holding: 190200 (+10)

2.23% more ownership

Funds ownership: 97.64%99.87% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $769M → $709M (-$60.8M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

32% less call options, than puts

Call options by funds: $482K | Put options by funds: $710K

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
58
Reduced
73
Closed
26
Calls
$482K
Puts
$710K
Net Calls
-$228K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
Viking Global Investors
1
Viking Global Investors
Connecticut
$147M
AIM
2
ARK Investment Management
Florida
$62.8M +$5.92M +1,297,205 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.6M +$2.37M +518,642 +4%
MCMC
4
Matrix Capital Management Company
New Hampshire
$56.7M
BlackRock
5
BlackRock
New York
$56M -$746K -163,554 -1%
NAMA
6
Nikko Asset Management Americas
New York
$31.9M -$270K -59,280 -0.9%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$31.9M -$270K -59,280 -0.9%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$18.2M -$9.08M -1,990,800 -35%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$16.8M +$1.73M +379,652 +12%
AAP
10
Aristotle Atlantic Partners
Florida
$14.9M -$34.3K -7,522 -0.2%
RCMNY
11
Rubric Capital Management (New York)
New York
$14M +$13.1M +2,862,729 New
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$12.8M +$2.88M +632,040 +32%
State Street
13
State Street
Massachusetts
$12.7M +$258K +56,612 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.4M +$492K +107,763 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$10.5M -$698K -152,986 -7%
Morgan Stanley
16
Morgan Stanley
New York
$9.25M +$6.77M +1,482,815 +366%
BWLSA
17
Blue Water Life Science Advisors
California
$8.27M -$3.15M -690,000 -29%
B
18
Braidwell
Connecticut
$6.65M +$1.78M +389,800 +40%
GGHC
19
Gilder Gagnon Howe & Co
New York
$6.04M +$42.9K +9,396 +0.8%
EHI
20
Eagle Health Investments
Connecticut
$5.95M
Federated Hermes
21
Federated Hermes
Pennsylvania
$5.94M -$787K -172,547 -12%
Northern Trust
22
Northern Trust
Illinois
$5.11M +$37.2K +8,163 +0.8%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$4.58M +$4.26M +933,794 New
Nordea Investment Management
24
Nordea Investment Management
Sweden
$4.39M -$117K -25,623 -3%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$4.14M -$90.7K -19,885 -2%

ADPT Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Adaptive Biotechnologies (ADPT) for Q4 2023, worth a combined $709M — down 7.9% from $769M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ADPT positions and 26 closed out — a net gain of 11 holders — while 58 added to existing stakes and 73 trimmed.

The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $13.1M. The largest seller was Point72 Asset Management, cutting an estimated $9.08M.

  • 200 institutional investors held Adaptive Biotechnologies (ADPT) as of Q4 2023, up from 190 in Q3 2023.
  • Funds reported $709M of Adaptive Biotechnologies stock for Q4 2023, down 7.9% quarter-over-quarter.
  • 37 funds opened new Adaptive Biotechnologies positions in Q4 2023 and 26 closed out, a net change of +11 holders.
  • The largest Adaptive Biotechnologies buyer in Q4 2023 was Rubric Capital Management (New York), an estimated $13.1M added.
  • The largest Adaptive Biotechnologies seller in Q4 2023 was Point72 Asset Management, an estimated $9.08M sold.

Based on aggregated 13F filings for Q4 2023.