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Cardlytics

164 hedge funds and large institutions have $1.87B invested in Cardlytics in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $13M | Put options by funds: $6.01M

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$122M)

0.48% more ownership

Funds ownership: 9.28%9.76% (+0.48%)

0% more funds holding

Funds holding: 164164 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
164
Holders Change
Holders Change %
0%
% of All Funds
3.31%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.2%
New
26
Increased
65
Reduced
52
Closed
26
Calls
$13M
Puts
$6.01M
Net Calls
+$7.02M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$681K -$34.2K -47 -5%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$665K -$93.1K -128 -12%
FMT
103
First Mercantile Trust
Tennessee
$651K -$16.7K -23 -3%
BAM
104
Brave Asset Management
New Jersey
$603K +$94.5K +130 +18%
ECM
105
ETrade Capital Management
Virginia
$589K -$18.9K -26 -3%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$561K
CIA
107
Capital Investment Advisors
Georgia
$533K
ZCI
108
Zevenbergen Capital Investments
Washington
$529K +$229K +315 +72%
ASRS
109
Arizona State Retirement System
Arizona
$517K +$153K +210 +40%
SSA
110
Schonfeld Strategic Advisors
New York
$495K +$510K +702 New
SEI Investments
111
SEI Investments
Pennsylvania
$490K -$710K -976 -58%
Stifel Financial
112
Stifel Financial
Missouri
$473K -$23.3K -32 -5%
JRP
113
Jasper Ridge Partners
California
$468K
II
114
Ibex Investors
Colorado
$461K +$42.9K +59 +10%
LCM
115
Laurion Capital Management
New York
$452K +$465K +640 New
Legal & General Group
116
Legal & General Group
United Kingdom
$445K -$53.1K -73 -10%
SCM
117
Silvant Capital Management
Georgia
$437K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$437K +$372K +512 +479%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$402K -$16K -22 -4%
Group One Trading
120
Group One Trading
Illinois
$397K -$78.5K -108 -16%
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$367K +$378K +520 New
AC
122
Allstate Corporation
Illinois
$363K +$47.3K +65 +14%
Squarepoint
123
Squarepoint
New York
$356K +$367K +505 New
MF
124
Magnetar Financial
Illinois
$353K +$364K +500 New
JF
125
Jump Financial
Illinois
$339K +$349K +480 New

CDLX Hedge Fund Activity: Q3 2020 in Review

164 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q3 2020, worth a combined $1.87B — up 7% from $1.75B a quarter earlier.

Fund positioning in CDLX was balanced in Q3 2020: 26 funds opened new positions, 26 closed out, 65 added to existing stakes and 52 trimmed.

The largest buyer was CAS Investment Partners, adding an estimated $27.4M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $51.6M sold.

  • 164 institutional investors held Cardlytics (CDLX) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.87B of Cardlytics stock for Q3 2020, up 7% quarter-over-quarter.
  • 26 funds opened new Cardlytics positions in Q3 2020 and 26 closed out, a net change of 0 holders.
  • The largest Cardlytics buyer in Q3 2020 was CAS Investment Partners, an estimated $27.4M added.
  • The largest Cardlytics seller in Q3 2020 was Tybourne Capital Management, an estimated $51.6M sold.

Based on aggregated 13F filings for Q3 2020.