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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
EI
251
EAM Investors
California
-$2.19M -30,186 Closed
CCA
252
Conestoga Capital Advisors
Pennsylvania
-$1.97M -27,225 Closed
JF
253
Jump Financial
Illinois
-$1.27M -17,500 Closed
QI
254
QS Investors
New York
-$891K -12,300 Closed
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
-$767K -10,593 Closed
IA
256
IndexIQ Advisors
New York
-$695K -9,594 Closed
FC
257
FORA Capital
Florida
-$609K -8,407 Closed
TD Asset Management
258
TD Asset Management
Ontario, Canada
-$595K -8,209 Closed
OQS
259
Occudo Quantitative Strategies
Florida
-$574K -7,922 Closed
II
260
Inspire Investing
Idaho
-$459K -6,336 Closed
BFM
261
Boothbay Fund Management
New York
-$449K -6,200 Closed
HSBC Holdings
262
HSBC Holdings
United Kingdom
-$383K -5,240 Closed
BC
263
Bridgefront Capital
Texas
-$375K -5,170 Closed
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
-$364K -5,027 Closed
CG
265
Caprock Group
Idaho
-$326K -4,505 Closed
VFA
266
Voya Financial Advisors
Connecticut
-$328K -4,375 Closed
Squarepoint
267
Squarepoint
New York
-$298K -4,109 Closed
PWP
268
Private Wealth Partners
California
-$290K -4,000 Closed
SM
269
Southport Management
Wyoming
-$254K -3,500 Closed
WIC
270
Woodmont Investment Counsel
Tennessee
-$223K -3,073 Closed
AIP
271
Ahrens Investment Partners
Louisiana
-$203K -2,800 Closed
CIP
272
Convergence Investment Partners
Florida
-$187K -2,577 Closed
ASN
273
Advisory Services Network
Georgia
-$46K -638 Closed
CAAS
274
Capital Asset Advisory Services
Michigan
-$32K -445 Closed
NFSG
275
Newbridge Financial Services Group
Florida
-$6K -87 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.