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Cardlytics

127 hedge funds and large institutions have $288M invested in Cardlytics in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

20% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $9.65M

1.15% less ownership

Funds ownership: 8.08%6.93% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less funds holding

Funds holding: 144127 (-17)

44% less capital invested

Capital invested by funds: $516M → $288M (-$227M)

47% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 36

Holders
127
Holders Change
-17
Holders Change %
-11.81%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
19
Increased
49
Reduced
37
Closed
36
Calls
$11.6M
Puts
$9.65M
Net Calls
+$1.94M
Net Calls Change
+$7.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1
CAS Investment Partners
Connecticut
$53.1M +$986K +9,118 +1%
BlackRock
2
BlackRock
New York
$25.9M +$3.04M +28,100 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.8M +$2.17M +20,095 +9%
Morgan Stanley
4
Morgan Stanley
New York
$17.8M -$1.34M -12,381 -5%
6CM
5
683 Capital Management
New York
$17.2M +$1.11M +10,260 +5%
PIP
6
PB Investment Partners
California
$11.8M -$3.23M -29,903 -76%
KGAMU
7
KPS Global Asset Management (UK)
United Kingdom
$10M
WPM
8
Worldly Partners Management
Massachusetts
$9.51M
BCM
9
Brightlight Capital Management
Connecticut
$8.75M +$6.54M +60,450 +131%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.04M +$1.44M +13,299 +16%
State Street
11
State Street
Massachusetts
$7.31M +$1.53M +14,167 +19%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$6.81M -$1.19M -10,982 -12%
Marshall Wace
13
Marshall Wace
United Kingdom
$6.69M +$563K +5,208 +7%
UOC
14
UBS O'Connor
Illinois
$6.11M +$3.46M +31,978 +75%
N
15
Nuveen
North Carolina
$5.46M +$1.43M +13,251 +25%
TGM
16
Tenzing Global Management
California
$5.13M +$2.16M +20,000 +47%
GEH
17
General Equity Holdings
New York
$5.12M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$5.08M -$1.74M -16,102 -21%
LPL Financial
19
LPL Financial
California
$4.85M +$782K +7,232 +14%
DKCM
20
Davidson Kempner Capital Management
New York
$4.5M
Charles Schwab
21
Charles Schwab
California
$3.11M +$669K +6,184 +20%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.88M +$3.33M +30,780 +712%
LCM
23
Landscape Capital Management
New Jersey
$2.78M
Bank of America
24
Bank of America
North Carolina
$2.76M -$304K -2,811 -8%
Goldman Sachs
25
Goldman Sachs
New York
$2.71M +$1.99M +18,449 +127%

CDLX Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cardlytics (CDLX) for Q2 2024, worth a combined $288M — down 44% from $516M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of CDLX and 19 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 49 added.

The largest buyer was Brightlight Capital Management, adding an estimated $6.54M. The largest seller was Invesco, cutting an estimated $6.71M.

  • 127 institutional investors held Cardlytics (CDLX) as of Q2 2024, down from 144 in Q1 2024.
  • Funds reported $288M of Cardlytics stock for Q2 2024, down 44% quarter-over-quarter.
  • 19 funds opened new Cardlytics positions in Q2 2024 and 36 closed out, a net change of -17 holders.
  • The largest Cardlytics buyer in Q2 2024 was Brightlight Capital Management, an estimated $6.54M added.
  • The largest Cardlytics seller in Q2 2024 was Invesco, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2024.