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Ardelyx

162 hedge funds and large institutions have $869M invested in Ardelyx in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 34

69% more capital invested

Capital invested by funds: $514M → $869M (+$356M)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

24% more call options, than puts

Call options by funds: $23M | Put options by funds: $18.5M

8% more funds holding

Funds holding: 150162 (+12)

2.62% more ownership

Funds ownership: 57.77%60.39% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
162
Holders Change
+12
Holders Change %
+8%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
70
Reduced
34
Closed
25
Calls
$23M
Puts
$18.5M
Net Calls
+$4.51M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Values First Advisors
Tennessee
$93.1K +$67.4K +15,020 New
William Blair & Company
127
William Blair & Company
Illinois
$89.9K +$65K +14,500 New
WEG
128
World Equity Group
Illinois
$89.1K +$64.4K +14,366 New
X
129
Xponance
Pennsylvania
$87.5K +$7.07K +1,575 +13%
VFA
130
Valeo Financial Advisors
Indiana
$84.6K -$10.8K -2,400 -15%
Ameriprise
131
Ameriprise
Minnesota
$84.4K -$4.28M -954,263 -99%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$81.7K +$3.44K +766 +6%
Vontobel Holding
133
Vontobel Holding
Switzerland
$74.4K +$53.8K +12,000 New
XT
134
XTX Topco
Cayman Islands
$74.3K +$53.7K +11,976 New
IWC
135
Integrated Wealth Concepts
Massachusetts
$73.3K +$4.4K +980 +9%
JF
136
Jump Financial
Illinois
$62.7K +$45.4K +10,118 New
WJA
137
Willis Johnson & Associates
Texas
$62K
SIC
138
SJS Investment Consulting
Ohio
$62K +$44.9K +10,000 New
C
139
Covestor
United Kingdom
$56K -$6.22K -1,387 -13%
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$24.2K +$17.9K +4,000 New
SIC
141
Salem Investment Counselors
North Carolina
$12.4K
PS
142
Principal Securities
Iowa
$12.4K +$8.97K +2,000 New
SPIA
143
Steward Partners Investment Advisory
New York
$10.7K
GAMC
144
Garner Asset Management Corp
Texas
$9.27K +$4.49K +1,000 New
PWMG
145
Provence Wealth Management Group
California
$8.68K
RIL
146
Rothschild Investment LLC
Illinois
$7.13K +$5.16K +1,150 New
NA
147
NewEdge Advisors
Louisiana
$6.2K
GI
148
GAMMA Investing
California
$5.26K +$2.71K +603 New
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$5K
TC
150
Truvestments Capital
Florida
$4K +$673 +150 +30%