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245 hedge funds and large institutions have $3.59B invested in CareDx in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

6% more funds holding

Funds holding: 232245 (+13)

0.88% less ownership

Funds ownership: 102.81%101.93% (-0.88%)

2% less capital invested

Capital invested by funds: $3.67B → $3.59B (-$73.3M)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

32% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $37.6M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
245
Holders Change
+13
Holders Change %
+5.6%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
47
Increased
75
Reduced
94
Closed
31
Calls
$25.5M
Puts
$37.6M
Net Calls
-$12.1M
Net Calls Change
-$62.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
226
Berman Capital Advisors
Georgia
$11K +$13K +167 New
CL
227
COWA LLC
Oklahoma
$9K -$19.4K -250 -67%
FHA
228
First Horizon Advisors
Tennessee
$9K -$776 -10 -7%
APA
229
American Portfolios Advisors
New York
$6.74K
HMS
230
Hanseatic Management Services
New Mexico
$6K
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$6K +$6.99K +90 New
SFS
232
Sowell Financial Services
Arkansas
$5K
SGAM
233
Smith Group Asset Management
Texas
$4K -$123K -1,590 -96%
TCWM
234
Total Clarity Wealth Management
Illinois
$4K +$4.43K +57 New
TWA
235
TCI Wealth Advisors
Arizona
$4K +$4.97K +64 New
WAM
236
Wolverine Asset Management
Illinois
$4K +$5.59K +72 New
ADIM
237
Alpha DNA Investment Management
Maryland
$3K -$2.33K -30 -32%
BA
238
Bellwether Advisors
Nebraska
$3K -$78 -1 -2%
ATC
239
Adirondack Trust Company
New York
$3K
GWM
240
Geneos Wealth Management
Colorado
$3K +$3.65K +47 New
PA
241
Parallel Advisors
California
$2K +$2.25K +29 New
LC
242
Lindbrook Capital
California
$2K +$2.41K +31 New
AIG
243
American International Group
New York
$1.99K +$111K +1,430 +5%
Walleye Capital
244
Walleye Capital
New York
$562 +$640K +8,247 New
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$159
CM
246
Castleark Management
Illinois
-$14.5M -199,897 Closed
GPCM
247
Granite Point Capital Management
Massachusetts
-$10.1M -140,000 Closed
Group One Trading
248
Group One Trading
Illinois
-$3.59M -46,198 Closed
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
-$3.12M -43,005 Closed
ECM
250
ExodusPoint Capital Management
New York
-$2.35M -32,367 Closed

CDNA Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2021, worth a combined $3.59B — down 2% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CDNA positions and 31 closed out — a net gain of 16 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was Vanguard Group, adding an estimated $117M. The largest seller was Fred Alger Management, cutting an estimated $96.9M.

  • 245 institutional investors held CareDx (CDNA) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $3.59B of CareDx stock for Q1 2021, down 2% quarter-over-quarter.
  • 47 funds opened new CareDx positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest CareDx buyer in Q1 2021 was Vanguard Group, an estimated $117M added.
  • The largest CareDx seller in Q1 2021 was Fred Alger Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2021.