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147 hedge funds and large institutions have $583M invested in CareDx in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $811K

4.39% more ownership

Funds ownership: 102.02%106.42% (+4.4%)

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $663M → $583M (-$79.4M)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
48
Reduced
60
Closed
17
Calls
$1.26M
Puts
$811K
Net Calls
+$445K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$500K -$296K -29,619 -39%
2C
77
272 Capital
Texas
$451K +$426K +42,575 New
CRC
78
Curi RMB Capital
Illinois
$429K +$40.2K +4,015 +11%
OQS
79
Occudo Quantitative Strategies
Florida
$429K -$31.7K -3,165 -7%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$424K -$502K -50,193 -56%
Franklin Resources
81
Franklin Resources
California
$416K +$49.7K +4,967 +14%
VIA
82
Virtus Investment Advisers
Connecticut
$404K
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$373K -$798K -79,754 -69%
Federated Hermes
84
Federated Hermes
Pennsylvania
$365K +$61.5K +6,145 +22%
NRD
85
Nebula Research & Development
New York
$358K -$113K -11,344 -25%
A
86
AlphaQuest
New York
$347K +$230K +22,961 +235%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$312K +$23.4K +2,344 +9%
LPL Financial
88
LPL Financial
California
$303K -$50.3K -5,029 -15%
EWM
89
Empirical Wealth Management
Washington
$298K
MIM
90
MetLife Investment Management
New Jersey
$292K
AIG
91
American International Group
New York
$272K -$2.2K -220 -0.9%
BFM
92
Boothbay Fund Management
New York
$249K +$236K +23,549 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$238K +$225K +22,513 New
JP Morgan Chase
94
JP Morgan Chase
New York
$238K -$143K -14,265 -39%
XT
95
XTX Topco
Cayman Islands
$225K +$213K +21,264 New
SOW
96
State of Wyoming
Wyoming
$211K +$94.9K +9,489 +91%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K -$11.9K -1,193 -6%
Wells Fargo
98
Wells Fargo
California
$201K +$23.6K +2,355 +14%
Allspring Global Investments
99
Allspring Global Investments
North Carolina
$198K +$185K +18,481 +10,267%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$191K -$570 -57 -0.3%

CDNA Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2024, worth a combined $583M — down 12% from $663M a quarter earlier.

Fund positioning in CDNA was balanced in Q1 2024: 17 funds opened new positions, 17 closed out, 48 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $22.2M.

  • 147 institutional investors held CareDx (CDNA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $583M of CareDx stock for Q1 2024, down 12% quarter-over-quarter.
  • 17 funds opened new CareDx positions in Q1 2024 and 17 closed out, a net change of 0 holders.
  • The largest CareDx buyer in Q1 2024 was State Street, an estimated $14M added.
  • The largest CareDx seller in Q1 2024 was Morgan Stanley, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2024.