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Ardelyx

130 hedge funds and large institutions have $550M invested in Ardelyx in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

145% more capital invested

Capital invested by funds: $225M → $550M (+$325M)

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

94% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $7.65M

25% more funds holding

Funds holding: 104130 (+26)

12.36% more ownership

Funds ownership: 42.87%55.23% (+12%)

Holders
130
Holders Change
+26
Holders Change %
+25%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
49
Increased
44
Reduced
22
Closed
20
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.17M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
101
Lazard Asset Management
New York
$82K +$58K +17,189 New
Stifel Financial
102
Stifel Financial
Missouri
$72.6K -$16.9K -5,000 -25%
Creative Planning
103
Creative Planning
Kansas
$71.8K +$50.6K +15,000 New
American Century Companies
104
American Century Companies
Missouri
$71K +$52.2K +15,475 New
ProShare Advisors
105
ProShare Advisors
Maryland
$65.9K -$5.86K -1,737 -11%
SSA
106
Schonfeld Strategic Advisors
New York
$59.7K +$42K +12,455 New
TC
107
TradeLink Capital
Illinois
$58K +$41.1K +12,200 New
IWC
108
Integrated Wealth Concepts
Massachusetts
$57K -$12.1K -3,600 -23%
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$49.1K +$34.6K +10,253 New
Ameriprise
110
Ameriprise
Minnesota
$48.9K +$34.4K +10,213 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$48.4K +$34.1K +10,099 New
C
112
Covestor
United Kingdom
$48K -$26.6K -7,895 -44%
Canada Life
113
Canada Life
Manitoba, Canada
$44K +$30.9K +9,168 New
Osaic Holdings
114
Osaic Holdings
Arizona
$27.9K -$3.33K -987 -14%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$27.5K +$13.6K +4,026 +236%
NFSG
116
Newbridge Financial Services Group
Florida
$19.2K +$13.5K +4,000 New
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$14K -$8.43K -2,500 -45%
CUAMC
118
China Universal Asset Management Company
China
$12.9K +$2.65K +786 +41%
SIC
119
Salem Investment Counselors
North Carolina
$9.58K
SPIA
120
Steward Partners Investment Advisory
New York
$8.28K
NA
121
NewEdge Advisors
Louisiana
$4.79K
PA
122
Parallel Advisors
California
$4.79K
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$4K
HI
124
Harbour Investments
Wisconsin
$2.4K
TC
125
Truvestments Capital
Florida
$2.37K