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Cardlytics

110 hedge funds and large institutions have $173M invested in Cardlytics in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $97.9M → $173M (+$75.5M)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 103110 (+7)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.48% less ownership

Funds ownership: 8.56%8.08% (-0.48%)

67% less call options, than puts

Call options by funds: $722K | Put options by funds: $2.2M

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
34
Reduced
32
Closed
11
Calls
$722K
Puts
$2.2M
Net Calls
-$1.47M
Net Calls Change
-$890K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$34.2M
BlackRock
2
BlackRock
New York
$18.1M +$1.63M +26,937 +10%
6CM
3
683 Capital Management
New York
$13M +$1.36M +22,500 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M +$11.5K +190 +0.1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$9.1M +$83K +1,370 +1%
KGAMU
6
KPS Global Asset Management (UK)
United Kingdom
$7.7M
Marshall Wace
7
Marshall Wace
United Kingdom
$7.11M +$830K +13,706 +14%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$6.55M -$531K -8,760 -8%
WPM
9
Worldly Partners Management
Massachusetts
$6.18M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.29M +$242K +3,989 +6%
State Street
11
State Street
Massachusetts
$4.19M +$393K +6,481 +11%
GEH
12
General Equity Holdings
New York
$3.2M -$6.07M -100,269 -66%
BCM
13
Brightlight Capital Management
Connecticut
$2.87M
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.48M +$1.57M +25,863 +231%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$2.28M -$348K -5,739 -14%
Morgan Stanley
16
Morgan Stanley
New York
$2.28M -$277K -4,577 -11%
PIP
17
PB Investment Partners
California
$2.17M
LPL Financial
18
LPL Financial
California
$2.1M +$493K +8,141 +32%
ACM
19
Alua Capital Management
New York
$2.03M
FCM
20
Frontier Capital Management
Massachusetts
$2.02M -$19.8K -327 -1%
Northern Trust
21
Northern Trust
Illinois
$1.7M +$45.4K +749 +3%
GCP
22
GSA Capital Partners
United Kingdom
$1.6M +$1.35M +22,271 +742%
Charles Schwab
23
Charles Schwab
California
$1.59M +$41.2K +680 +3%
LCM
24
Landscape Capital Management
New Jersey
$1.58M
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.37M -$2.56M -42,270 -66%

CDLX Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q2 2023, worth a combined $173M — up 77% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CDLX positions and 11 closed out — a net gain of 7 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $1.63M. The largest seller was General Equity Holdings, cutting an estimated $6.07M.

  • 110 institutional investors held Cardlytics (CDLX) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $173M of Cardlytics stock for Q2 2023, up 77% quarter-over-quarter.
  • 18 funds opened new Cardlytics positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Cardlytics buyer in Q2 2023 was BlackRock, an estimated $1.63M added.
  • The largest Cardlytics seller in Q2 2023 was General Equity Holdings, an estimated $6.07M sold.

Based on aggregated 13F filings for Q2 2023.