Cardlytics
CDLX
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.
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: 111 → 108 (-3)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$4.42M |
| 2 |
D.E. Shaw & Co
New York
|
+$2.14M |
| 3 |
Citigroup
New York
|
+$1.71M |
| 4 |
RC
RBF Capital
San Francisco,
California
|
+$1.21M |
| 5 |
Millennium Management
New York
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$3.5M |
| 2 |
BCM
Brightlight Capital Management
Westport,
Connecticut
|
-$3.41M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.48M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$1.98M |
| 5 |
GEH
General Equity Holdings
Brooklyn,
New York
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
126
nVerses Capital
Wellington,
Florida
| – | -$16.3K | -510 | Closed |
|
127
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$11.8K | -370 | Closed |
|
|
C
128
Covestor
London,
United Kingdom
| – | -$13.1K | -343 | -99% |
|
129
Comerica Bank
Dallas,
Texas
| – | -$7.72K | -241 | Closed |
|
|
BTI
130
Blue Trust Inc
Alpharetta,
Georgia
| – | -$6.84K | -83 | Closed |
|
|
JIP
131
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$941 | -29 | Closed |
|
132
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$268 | +7 | New |
|
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.