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CareDx
CDNA

Overview Fund Activity

259 hedge funds and large institutions have $3.45B invested in CareDx in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
38
Increased
104
Reduced
80
Closed
31
Calls
$7.35M
Puts
$13M
Net Calls
-$5.62M
Net Calls Change
+$13.1M

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$65.4M
2
BWLSA
2
Blue Water Life Science Advisors
California
$58.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.7M
5
State Street
5
State Street
Massachusetts
$113M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$216M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$17.2M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
226
Pinnacle Holdings
Oklahoma
$101K +$101K +1,596 New
SPIA
227
Steward Partners Investment Advisory
New York
$96K +$1.14K +18 +1%
PMFA
228
Plante Moran Financial Advisors
Michigan
$63K – – –
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$57K -$54.8K -866 -49%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$56K +$8.85K +137 +19%
OCM
231
Orion Capital Management
California
$32K – – –
HIA
232
Harbor Investment Advisory
Maryland
$25K – – –
IA
233
IFP Advisors
Florida
$22K -$10.4K -160 -32%
BCA
234
Berman Capital Advisors
Georgia
$22K +$2.84K +45 +15%
MA
235
Montag & Associates
Georgia
$22K +$22K +352 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$21K +$15.1K +236 +254%
FCA
237
FinTrust Capital Advisors
South Carolina
$17K -$314 -5 -2%
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$16K +$444 +7 +3%
SSC
239
Syverson Strege & Co
Iowa
$13K – – –
CMBA
240
C.M. Bidwell & Associates
Hawaii
$12K – – –
TC
241
Truvestments Capital
Florida
$12K – – –
TWA
242
TCI Wealth Advisors
Arizona
$11K +$194 +3 +2%
Bessemer Group
243
Bessemer Group
New Jersey
$11K +$11K +168 New
MIFH
244
Migdal Insurance & Financial Holdings
Israel
$9K – – –
FHA
245
First Horizon Advisors
Tennessee
$9K +$122 +2 +1%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$6.34K +$6.34K +100 New
APA
247
American Portfolios Advisors
New York
$6.27K – – –
HMS
248
Hanseatic Management Services
New Mexico
$6K – – –
SGAM
249
Smith Group Asset Management
Texas
$4K – – –
TCWM
250
Total Clarity Wealth Management
Illinois
$4K +$4K +57 New
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10
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