We are live on ! Find out more
CDLX icon

Cardlytics

153 hedge funds and large institutions have $1.83B invested in Cardlytics in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

0.01% less ownership

Funds ownership: 9.88%9.87% (-0.01%)

6% less funds holding

Funds holding: 163153 (-10)

16% less capital invested

Capital invested by funds: $2.17B → $1.83B (-$340M)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

71% less call options, than puts

Call options by funds: $7.07M | Put options by funds: $24.4M

Holders
153
Holders Change
-10
Holders Change %
-6.13%
% of All Funds
2.41%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
22
Increased
57
Reduced
49
Closed
31
Calls
$7.07M
Puts
$24.4M
Net Calls
-$17.3M
Net Calls Change
+$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$298M +$13.9M +22,965 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$201M -$11.1M -18,356 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$161M +$1.41M +2,340 +0.8%
BlackRock
4
BlackRock
New York
$130M -$1.42M -2,351 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$116M +$2.67M +4,422 +2%
6CM
6
683 Capital Management
New York
$86.3M +$3.25M +5,378 +4%
ACM
7
Alua Capital Management
New York
$73.6M +$5.69M +9,410 +8%
KGAMU
8
KPS Global Asset Management (UK)
United Kingdom
$67M -$1.69M -2,800 -2%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$58.1M +$8.36M +13,833 +15%
JCM
10
JS Capital Management
New York
$44.4M +$23.4M +38,700 +92%
Morgan Stanley
11
Morgan Stanley
New York
$42.4M -$10.5M -17,388 -18%
Ameriprise
12
Ameriprise
Minnesota
$42.2M -$5.3M -8,770 -10%
State Street
13
State Street
Massachusetts
$35.6M +$1.27M +2,097 +3%
AA
14
Antipodean Advisors
New York
$35.1M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$34.1M -$2.86M -4,725 -7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$32.8M +$1.57M +2,594 +5%
Jennison Associates
17
Jennison Associates
New York
$32.5M +$1.32M +2,184 +4%
BCM
18
Brightlight Capital Management
Connecticut
$30M
Northern Trust
19
Northern Trust
Illinois
$17M -$775K -1,282 -4%
RIM
20
Ranger Investment Management
Texas
$16.8M +$481K +796 +3%
OCP
21
Oakcliff Capital Partners
New York
$16.8M
FCM
22
Frontier Capital Management
Massachusetts
$14.8M +$699K +1,156 +4%
Norges Bank
23
Norges Bank
Norway
$13.4M +$5.86M +9,696 +66%
Charles Schwab
24
Charles Schwab
California
$13.2M +$380K +629 +3%
PIP
25
PB Investment Partners
California
$12.9M +$2.84M +4,693 +25%

CDLX Hedge Fund Activity: Q1 2022 in Review

153 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q1 2022, worth a combined $1.83B — down 16% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CDLX and 22 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 57 added.

The largest buyer was JS Capital Management, adding an estimated $23.4M. The largest seller was Wellington Management Group, cutting an estimated $11.1M.

  • 153 institutional investors held Cardlytics (CDLX) as of Q1 2022, down from 163 in Q4 2021.
  • Funds reported $1.83B of Cardlytics stock for Q1 2022, down 16% quarter-over-quarter.
  • 22 funds opened new Cardlytics positions in Q1 2022 and 31 closed out, a net change of -9 holders.
  • The largest Cardlytics buyer in Q1 2022 was JS Capital Management, an estimated $23.4M added.
  • The largest Cardlytics seller in Q1 2022 was Wellington Management Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2022.