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Cardlytics
CDLX

Overview Fund Activity

144 hedge funds and large institutions have $795M invested in Cardlytics in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-12
Holders Change %
-7.69%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
37
Increased
48
Reduced
53
Closed
47
Calls
$4.5M
Puts
$3.5M
Net Calls
+$1M
Net Calls Change
+$2.34M

Top Buyers

1
CIP
CAS Investment Partners
Connecticut
+$39.5M
2
KGAMU
KPS Global Asset Management (UK)
United Kingdom
+$26.2M
3
Ameriprise
Ameriprise
Minnesota
+$18.8M
4
WRCM
Whale Rock Capital Management
Massachusetts
+$13.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$15M
3
PVMCV
Polaris Venture Management Co V
Massachusetts
-$12.6M
4
Tiger Global Management
Tiger Global Management
New York
-$11.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$37K +$37K +1,078 New
OAM
127
Oppenheimer Asset Management
New York
$28K -$14K -399 -33%
AIM
128
Aigen Investment Management
New York
$24K -$167K -4,696 -87%
S
129
SignatureFD
Georgia
$23K +$23K +660 New
Osaic Holdings
130
Osaic Holdings
Arizona
$18K +$18K +516 New
SF
131
Synovus Financial
Georgia
$10K +$10K +300 New
UBS Group
132
UBS Group
Switzerland
$9K -$198K -5,584 -96%
PHK
133
Point72 Hong Kong
Hong Kong
$6K +$6K +165 New
Acadian Asset Management
134
Acadian Asset Management
Massachusetts
$5K -$10.2K -285 -67%
QI
135
QS Investors
New York
$4K +$4K +100 New
MAM
136
Meeder Asset Management
Ohio
$4K +$4K +169 New
BCA
137
Berman Capital Advisors
Georgia
$3K – – –
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +100 New
ASN
139
Advisory Services Network
Georgia
$2K -$5.49K -162 -73%
AIM
140
Anchor Investment Management
South Carolina
$1.22K +$1.22K +35 New
CFGS
141
Concourse Financial Group Securities
Alabama
$1K -$195 -8 -16%
NL
142
NVWM LLC
Pennsylvania
$1K +$1K +35 New
PVMCV
143
Polaris Venture Management Co V
Massachusetts
– -$12.6M -200,000 Closed
TAM
144
Telemark Asset Management
Massachusetts
– -$7.54M -120,000 Closed
BIM
145
Bogle Investment Management
Massachusetts
– -$5.79M -92,169 Closed
CLCM
146
Crawford Lake Capital Management
New Jersey
– -$5.03M -80,084 Closed
Public Sector Pension Investment Board (PSP Investments)
147
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$5.03M -80,000 Closed
Fuller & Thaler Asset Management
148
Fuller & Thaler Asset Management
California
– -$4.34M -68,960 Closed
EI
149
EAM Investors
California
– -$3.84M -61,118 Closed
EGM
150
Engineers Gate Manager
New York
– -$2.67M -42,409 Closed
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