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Cardlytics
CDLX

Overview Fund Activity

166 hedge funds and large institutions have $2.62B invested in Cardlytics in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-23
Holders Change %
-12.17%
% of All Funds
2.92%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
61
Reduced
60
Closed
40
Calls
$18.5M
Puts
$39.7M
Net Calls
-$21.3M
Net Calls Change
-$26.2M

Top Buyers

1
CIP
1
CAS Investment Partners
Connecticut
$432M
2
6CM
2
683 Capital Management
New York
$123M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$58.6M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$62.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$78.4M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$23K +$2.69K +32 +13%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$18K -$5.23K -63 -23%
APA
153
American Portfolios Advisors
New York
$9.49K +$7.3K +87 +335%
CG
154
Cutler Group
California
$8K – – –
HI
155
Harbour Investments
Wisconsin
$8K – – –
TWA
156
TCI Wealth Advisors
Arizona
$8K +$3.87K +45 +94%
KTC
157
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04K +$5.04K +60 New
SPIA
159
Steward Partners Investment Advisory
New York
$5K – – –
LC
160
Lindbrook Capital
California
$3K – – –
VNA
161
Valley National Advisers
Pennsylvania
$2K +$2K +19 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$1K +$200 +2 +25%
EI
163
Ellevest Inc
New York
$1K +$1K +11 New
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$91 – – –
Lord, Abbett & Co
165
Lord, Abbett & Co
New Jersey
– -$64.3M -506,620 Closed
DCM
166
Driehaus Capital Management
Illinois
– -$25.7M -202,159 Closed
Marshall Wace
167
Marshall Wace
United Kingdom
– -$15.9M -125,630 Closed
FAM
168
Fred Alger Management
New York
– -$13.4M -105,820 Closed
SPC
169
Stony Point Capital
New York
– -$12M -94,690 Closed
Neuberger Berman Group
170
Neuberger Berman Group
New York
– -$5.69M -44,897 Closed
GIPM
171
G2 Investment Partners Management
New York
– -$5.08M -40,000 Closed
ACM
172
Alight Capital Management
New York
– -$5.08M -40,000 Closed
LCG
173
Lisanti Capital Growth
New York
– -$3.35M -26,425 Closed
ZCM
174
Ziegler Capital Management
Illinois
– -$7.99M -25,770 Closed
MWNA
175
Marshall Wace North America
New York
– -$3.12M -24,568 Closed
5 6
7
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