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260 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

30% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 80

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

2% more funds holding

Funds holding: 254260 (+6)

0.44% more ownership

Funds ownership: 103.23%103.67% (+0.44%)

30% less capital invested

Capital invested by funds: $4.92B → $3.45B (-$1.47B)

43% less call options, than puts

Call options by funds: $7.35M | Put options by funds: $13M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
260
Holders Change
+6
Holders Change %
+2.36%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$106K -$473K -6,215 -79%
PH
227
Pinnacle Holdings
Oklahoma
$101K +$122K +1,596 New
SPIA
228
Steward Partners Investment Advisory
New York
$96K +$1.37K +18 +1%
PMFA
229
Plante Moran Financial Advisors
Michigan
$63K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$57K -$65.9K -866 -49%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$56K +$10.4K +137 +19%
OCM
232
Orion Capital Management
California
$32K
HIA
233
Harbor Investment Advisory
Maryland
$25K
IA
234
IFP Advisors
Florida
$22K -$12.2K -160 -32%
BCA
235
Berman Capital Advisors
Georgia
$22K +$3.43K +45 +15%
MA
236
Montag & Associates
Georgia
$22K +$26.8K +352 New
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$21K +$18K +236 +254%
FCA
238
FinTrust Capital Advisors
South Carolina
$17K -$381 -5 -2%
IUHSA
239
Itau Unibanco Holding S.A.
Brazil
$16K +$533 +7 +3%
SSC
240
Syverson Strege & Co
Iowa
$13K
CMBA
241
C.M. Bidwell & Associates
Hawaii
$12K
TC
242
Truvestments Capital
Florida
$12K
TWA
243
TCI Wealth Advisors
Arizona
$11K +$228 +3 +2%
Bessemer Group
244
Bessemer Group
New Jersey
$11K +$12.8K +168 New
MIFH
245
Migdal Insurance & Financial Holdings
Israel
$9K
FHA
246
First Horizon Advisors
Tennessee
$9K +$152 +2 +1%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$6.34K +$7.62K +100 New
APA
248
American Portfolios Advisors
New York
$6.27K
HMS
249
Hanseatic Management Services
New Mexico
$6K
SGAM
250
Smith Group Asset Management
Texas
$4K

CDNA Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q3 2021, worth a combined $3.45B — down 30% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CDNA positions and 31 closed out — a net gain of 7 holders — while 104 added to existing stakes and 80 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $52.1M. The largest seller was ARK Investment Management, cutting an estimated $87.9M.

  • 260 institutional investors held CareDx (CDNA) as of Q3 2021, up from 254 in Q2 2021.
  • Funds reported $3.45B of CareDx stock for Q3 2021, down 30% quarter-over-quarter.
  • 38 funds opened new CareDx positions in Q3 2021 and 31 closed out, a net change of +7 holders.
  • The largest CareDx buyer in Q3 2021 was Conestoga Capital Advisors, an estimated $52.1M added.
  • The largest CareDx seller in Q3 2021 was ARK Investment Management, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2021.