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Cardlytics
CDLX

Overview Fund Activity

112 hedge funds and large institutions have $463M invested in Cardlytics in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
20
Increased
36
Reduced
34
Closed
18
Calls
$16.6M
Puts
$13.9M
Net Calls
+$2.69M
Net Calls Change
+$4.17M

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.3M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$7.95M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.26M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$17.3M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$11.6M
3
6CM
3
683 Capital Management
New York
$29M
4
FCM
4
Frontier Capital Management
Massachusetts
$895K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
1
CAS Investment Partners
Connecticut
$89.4M – – –
BlackRock
2
BlackRock
New York
$43.7M -$3.4M -206,202 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M +$3.82M +231,303 +13%
6CM
4
683 Capital Management
New York
$29M -$4.78M -289,930 -14%
KGAMU
5
KPS Global Asset Management (UK)
United Kingdom
$20.1M – – –
Marshall Wace
6
Marshall Wace
United Kingdom
$17.3M -$1.23M -74,550 -7%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$17.3M -$6.45M -391,194 -27%
WPM
8
Worldly Partners Management
Massachusetts
$16.4M +$307K +18,592 +2%
Invesco
9
Invesco
Georgia
$13.3M +$11.2M +677,354 +538%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.3M +$1.09M +65,855 +10%
Morgan Stanley
11
Morgan Stanley
New York
$11.9M +$5.96M +361,283 +100%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$11.6M -$5.51M -333,690 -32%
State Street
13
State Street
Massachusetts
$11.2M +$258K +15,641 +2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$7.95M +$7.6M +460,539 +2,147%
GEH
15
General Equity Holdings
New York
$7.86M -$496K -30,081 -6%
BCM
16
Brightlight Capital Management
Connecticut
$7.5M – – –
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$7.45M +$7.15M +433,268 +2,405%
LPL Financial
18
LPL Financial
California
$7M +$1.51M +91,400 +27%
PIP
19
PB Investment Partners
California
$5.66M – – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.26M +$5.26M +318,679 New
Barclays
21
Barclays
United Kingdom
$4.72M +$2.42M +146,713 +105%
Charles Schwab
22
Charles Schwab
California
$4.67M +$532K +32,228 +13%
Northern Trust
23
Northern Trust
Illinois
$4.66M +$224K +13,589 +5%
Goldman Sachs
24
Goldman Sachs
New York
$4.22M +$1.86M +112,545 +79%
LCM
25
Landscape Capital Management
New Jersey
$4.13M – – –
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