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Cardlytics
CDLX

Overview Fund Activity

112 hedge funds and large institutions have $463M invested in Cardlytics in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
20
Increased
36
Reduced
34
Closed
18
Calls
$16.6M
Puts
$13.9M
Net Calls
+$2.69M
Net Calls Change
+$4.17M

Top Buyers

1
Invesco
Invesco
Georgia
$13.3M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.95M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$7.45M
4
Morgan Stanley
Morgan Stanley
New York
$11.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$5.26M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$17.3M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$11.6M
3
6CM
683 Capital Management
New York
$29M
4
FCM
Frontier Capital Management
Massachusetts
$895K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
126
CVA Family Office
Colorado
– -$3.16K -500 Closed
TFP
127
Tilia Fiduciary Partners
North Carolina
– -$114 -18 Closed
PO
128
Private Ocean
California
– -$95 -15 Closed
2 3 4 5
6