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Cardlytics

138 hedge funds and large institutions have $706M invested in Cardlytics in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

8% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $2.15M

0.58% less ownership

Funds ownership: 9.87%9.29% (-0.58%)

10% less funds holding

Funds holding: 153138 (-15)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

61% less capital invested

Capital invested by funds: $1.83B → $706M (-$1.13B)

Holders
138
Holders Change
-15
Holders Change %
-9.8%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
21
Increased
55
Reduced
37
Closed
33
Calls
$2.33M
Puts
$2.15M
Net Calls
+$179K
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$121M
Vanguard Group
2
Vanguard Group
Pennsylvania
$66M +$1.02M +3,041 +1%
BlackRock
3
BlackRock
New York
$58.5M +$8.44M +25,215 +11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$56.5M -$38M -113,354 -31%
6CM
5
683 Capital Management
New York
$37.6M +$3.88M +11,574 +7%
ACM
6
Alua Capital Management
New York
$29.9M
KGAMU
7
KPS Global Asset Management (UK)
United Kingdom
$27.2M
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$25.5M +$2.84M +8,470 +8%
JCM
9
JS Capital Management
New York
$18M -$73.7K -220 -0.3%
Jennison Associates
10
Jennison Associates
New York
$16.4M +$4.87M +14,554 +25%
Ameriprise
11
Ameriprise
Minnesota
$16M -$1.63M -4,866 -6%
Morgan Stanley
12
Morgan Stanley
New York
$15M -$3.26M -9,748 -13%
State Street
13
State Street
Massachusetts
$14.8M +$481K +1,437 +2%
AA
14
Antipodean Advisors
New York
$14.3M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.7M +$600K +1,792 +3%
BCM
16
Brightlight Capital Management
Connecticut
$12.2M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10M -$5.72M -17,080 -28%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$8.62M +$12.9M +38,642 New
OCP
19
Oakcliff Capital Partners
New York
$7.58M +$1.17M +3,500 +11%
Northern Trust
20
Northern Trust
Illinois
$6.83M -$138K -413 -1%
RIM
21
Ranger Investment Management
Texas
$6.69M -$195K -582 -2%
Goldman Sachs
22
Goldman Sachs
New York
$6.11M +$2.27M +6,773 +33%
FCM
23
Frontier Capital Management
Massachusetts
$5.85M -$252K -753 -3%
Norges Bank
24
Norges Bank
Norway
$5.82M +$595K +1,778 +7%
PIP
25
PB Investment Partners
California
$5.46M +$357K +1,066 +5%

CDLX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q2 2022, worth a combined $706M — down 61% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CDLX and 21 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 55 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $12.9M. The largest seller was JP Morgan Chase, cutting an estimated $65.4M.

  • 138 institutional investors held Cardlytics (CDLX) as of Q2 2022, down from 153 in Q1 2022.
  • Funds reported $706M of Cardlytics stock for Q2 2022, down 61% quarter-over-quarter.
  • 21 funds opened new Cardlytics positions in Q2 2022 and 33 closed out, a net change of -12 holders.
  • The largest Cardlytics buyer in Q2 2022 was Assenagon Asset Management, an estimated $12.9M added.
  • The largest Cardlytics seller in Q2 2022 was JP Morgan Chase, an estimated $65.4M sold.

Based on aggregated 13F filings for Q2 2022.