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CareDx
CDNA

213 hedge funds and large institutions have $2.02B invested in CareDx in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $1.78M

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

4.07% more ownership

Funds ownership: 102.35% → 106.42% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less funds holding

Funds holding: 224 → 213 (-11)

17% less capital invested

Capital invested by funds: $2.45B → $2.02B (-$428M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
81
Reduced
66
Closed
38
Calls
$5.02M
Puts
$1.78M
Net Calls
+$3.23M
Net Calls Change
-$10.8M

Top Buyers

1
BG
Bellevue Group
Switzerland
+$32.9M
2
State Street
State Street
Massachusetts
+$29.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$24.1M
4
NAMA
Nikko Asset Management Americas
New York
+$18.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$18.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
2
Invesco
Invesco
Georgia
-$16.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.1M
4
KCM
Kornitzer Capital Management
Kansas
-$11.1M
5
Millennium Management
Millennium Management
New York
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
226
Campbell & Co Investment Adviser
Maryland
– -$287K -6,300 Closed
ECM
227
ExodusPoint Capital Management
New York
– -$283K -6,225 Closed
QT
228
Quantamental Technologies
New York
– -$279K -6,137 Closed
Mackenzie Financial
229
Mackenzie Financial
Ontario, Canada
– -$256K -5,626 Closed
SEI Investments
230
SEI Investments
Pennsylvania
– -$250K -5,439 Closed
HSBC Holdings
231
HSBC Holdings
United Kingdom
– -$246K -5,353 Closed
Los Angeles Capital Management
232
Los Angeles Capital Management
California
– -$238K -5,243 Closed
MCM
233
Maryland Capital Management
Maryland
– -$232K -5,094 Closed
CNBT
234
Cornerstone National Bank & Trust
Illinois
– -$227K -5,000 Closed
GI
235
GAMCO Investors
Connecticut
– -$211K -4,640 Closed
Marshall Wace
236
Marshall Wace
United Kingdom
– -$58K -1,284 Closed
MA
237
Montag & Associates
Georgia
– -$26K -579 Closed
DFCM
238
Dark Forest Capital Management
Puerto Rico
– -$25K -550 Closed
SSC
239
Syverson Strege & Co
Iowa
– -$9K -200 Closed
TC
240
Truvestments Capital
Florida
– -$9K -192 Closed
MIFH
241
Migdal Insurance & Financial Holdings
Israel
– -$4K -85 Closed
TCWM
242
Total Clarity Wealth Management
Illinois
– -$3K -62 Closed
SGAM
243
Smith Group Asset Management
Texas
– -$3K -60 Closed
SFM
244
Signet Financial Management
New Jersey
– -$1K -20 Closed
QCG
245
Quadrant Capital Group
Ohio
– -$1K -16 Closed
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
– -$117 -3 -21%
C
247
Covestor
United Kingdom
– -$78 -2 -22%
CAL
248
Capital Advisors Ltd
Ohio
– +$195 +5 New
CTC
249
Central Trust Company
Missouri
– +$234 +6 New
IFAM
250
Institutional & Family Asset Management
Colorado
– +$273 +7 New
6 7 8 9
10

CDNA Hedge Fund Activity: Q1 2022 in Review

213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2022, worth a combined $2.02B — down 17% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CDNA and 29 opened new positions — a net loss of 9 holders — while 66 trimmed existing stakes and 81 added.

The largest buyer was Bellevue Group, adding an estimated $32.9M. The largest seller was Vanguard Group, cutting an estimated $24.4M.

  • 213 institutional investors held CareDx (CDNA) as of Q1 2022, down from 224 in Q4 2021.
  • Funds reported $2.02B of CareDx stock for Q1 2022, down 17% quarter-over-quarter.
  • 29 funds opened new CareDx positions in Q1 2022 and 38 closed out, a net change of -9 holders.
  • The largest CareDx buyer in Q1 2022 was Bellevue Group, an estimated $32.9M added.
  • The largest CareDx seller in Q1 2022 was Vanguard Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2022.