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147 hedge funds and large institutions have $663M invested in CareDx in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more call options, than puts

Call options by funds: $381K | Put options by funds: $208K

70% more capital invested

Capital invested by funds: $391M → $663M (+$272M)

0.95% less ownership

Funds ownership: 102.97%102.02% (-0.95%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 150147 (-3)

13% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 54

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
47
Reduced
54
Closed
28
Calls
$381K
Puts
$208K
Net Calls
+$173K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$553K +$367K +44,784 +3,551%
Marshall Wace
77
Marshall Wace
United Kingdom
$543K +$97.4K +11,884 +36%
NRD
78
Nebula Research & Development
New York
$542K +$370K +45,167 New
OQS
79
Occudo Quantitative Strategies
Florida
$524K +$358K +43,651 New
BHCM
80
Brevan Howard Capital Management
Jersey
$521K +$356K +43,452 New
VIA
81
Virtus Investment Advisers
Connecticut
$458K +$313K +38,145 New
NYLIM
82
New York Life Investment Management
New York
$457K -$7.19K -878 -2%
JP Morgan Chase
83
JP Morgan Chase
New York
$441K +$8.78K +1,072 +3%
CRC
84
Curi RMB Capital
Illinois
$438K
HF
85
HRT Financial
New York
$415K -$110K -13,477 -28%
Franklin Resources
86
Franklin Resources
California
$412K -$76.7K -9,360 -21%
YIH
87
Y-Intercept (HK)
Hong Kong
$410K +$143K +17,396 +104%
LPL Financial
88
LPL Financial
California
$403K -$13.5K -1,645 -5%
PA
89
Profund Advisors
Maryland
$376K -$163K -19,922 -39%
ECM
90
ExodusPoint Capital Management
New York
$375K +$256K +31,246 New
Federated Hermes
91
Federated Hermes
Pennsylvania
$340K -$39.4K -4,805 -15%
EWM
92
Empirical Wealth Management
Washington
$338K
MIM
93
MetLife Investment Management
New Jersey
$331K
PMEF
94
Point72 Middle East FZE
United Arab Emirates
$327K -$145K -17,714 -39%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$325K -$131K -15,937 -37%
AIG
96
American International Group
New York
$310K -$860 -105 -0.4%
Osaic Holdings
97
Osaic Holdings
Arizona
$271K +$39.5K +4,819 +27%
SG Americas Securities
98
SG Americas Securities
New York
$259K +$177K +21,622 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$255K +$5.41K +660 +3%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$247K -$5.17K -631 -3%

CDNA Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q4 2023, worth a combined $663M — up 70% from $391M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CDNA and 26 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $20.3M. The largest seller was Armistice Capital, exiting entirely with an estimated $14.3M sold.

  • 147 institutional investors held CareDx (CDNA) as of Q4 2023, down from 150 in Q3 2023.
  • Funds reported $663M of CareDx stock for Q4 2023, up 70% quarter-over-quarter.
  • 26 funds opened new CareDx positions in Q4 2023 and 28 closed out, a net change of -2 holders.
  • The largest CareDx buyer in Q4 2023 was Morgan Stanley, an estimated $20.3M added.
  • The largest CareDx seller in Q4 2023 was Armistice Capital, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2023.