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Cardlytics

108 hedge funds and large institutions have $113M invested in Cardlytics in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.11M

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $99.2M → $113M (+$13.3M)

0.23% less ownership

Funds ownership: 6.19%5.97% (-0.23%)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 111108 (-3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
38
Reduced
27
Closed
23
Calls
$2.88M
Puts
$1.11M
Net Calls
+$1.77M
Net Calls Change
-$600K
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
26
Acorn Financial Advisory Services
Virginia
$912K +$311K +8,140 +50%
Marshall Wace
27
Marshall Wace
United Kingdom
$768K -$2.48M -64,689 -76%
UBS Group
28
UBS Group
Switzerland
$700K +$542K +14,162 +300%
Goldman Sachs
29
Goldman Sachs
New York
$675K -$173K -4,531 -20%
BCM
30
Brooktree Capital Management
Michigan
$650K +$29K +757 +5%
Brown Advisory
31
Brown Advisory
Maryland
$626K -$3.71K -97 -0.6%
N
32
Nuveen
North Carolina
$617K
Millennium Management
33
Millennium Management
New York
$535K +$552K +14,424 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$522K +$351K +9,186 +188%
N
35
Natixis
France
$462K +$477K +12,460 New
BCM
36
Bridgeway Capital Management
Texas
$416K +$429K +11,200 New
QOP
37
Quinn Opportunity Partners
Virginia
$408K
Bank of New York Mellon
38
Bank of New York Mellon
New York
$367K -$17.9K -468 -5%
Two Sigma Investments
39
Two Sigma Investments
New York
$352K +$40.2K +1,051 +12%
SFI
40
Susquehanna Fundamental Investments
Pennsylvania
$331K +$341K +8,921 New
JFG
41
Jefferies Financial Group
New York
$320K
Bank of America
42
Bank of America
North Carolina
$311K -$243K -6,357 -43%
Citadel Advisors
43
Citadel Advisors
Florida
$299K +$221K +5,778 +255%
Barclays
44
Barclays
United Kingdom
$272K +$58.3K +1,523 +26%
Invesco
45
Invesco
Georgia
$268K -$191 -5 -0.1%
Simplex Trading
46
Simplex Trading
Illinois
$257K +$199K +5,198 +297%
Jane Street
47
Jane Street
New York
$255K +$89.5K +2,339 +51%
CSS
48
Cubist Systematic Strategies
Connecticut
$241K +$248K +6,491 New
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$232K +$88.8K +2,320 +59%
CCM
50
Check Capital Management
California
$209K +$21.2K +555 +11%

CDLX Hedge Fund Activity: Q4 2024 in Review

108 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q4 2024, worth a combined $113M — up 13% from $99.2M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of CDLX and 21 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 38 added.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $4.42M. The largest seller was 683 Capital Management, cutting an estimated $3.5M.

  • 108 institutional investors held Cardlytics (CDLX) as of Q4 2024, down from 111 in Q3 2024.
  • Funds reported $113M of Cardlytics stock for Q4 2024, up 13% quarter-over-quarter.
  • 21 funds opened new Cardlytics positions in Q4 2024 and 23 closed out, a net change of -2 holders.
  • The largest Cardlytics buyer in Q4 2024 was Mirabella Financial Services, an estimated $4.42M added.
  • The largest Cardlytics seller in Q4 2024 was 683 Capital Management, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2024.