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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$225K
GCP
102
GSA Capital Partners
United Kingdom
$220K -$391K -47,722 -72%
TCM
103
Teza Capital Management
Illinois
$219K +$150K +18,270 New
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$217K -$746 -91 -0.5%
Wells Fargo
105
Wells Fargo
California
$200K -$429K -52,327 -76%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$198K +$61.9K +7,561 +85%
Principal Financial Group
107
Principal Financial Group
Iowa
$193K -$12.7K -1,555 -9%
HHAA
108
Henry H. Armstrong Associates
Pennsylvania
$192K
HSBC Holdings
109
HSBC Holdings
United Kingdom
$189K +$30.8K +3,762 +32%
BCPWM
110
Bradley & Co Private Wealth Management
Florida
$169K
CTC
111
Cetera Trust Company
Minnesota
$142K +$97.2K +11,870 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$129K +$88.1K +10,754 New
SOW
113
State of Wyoming
Wyoming
$125K -$8.59K -1,049 -9%
EFM
114
E Fund Management
China
$122K -$45.2K -5,518 -35%
A
115
AlphaQuest
New York
$117K +$80.1K +9,774 New
California State Teachers Retirement System (CalSTRS)
116
California State Teachers Retirement System (CalSTRS)
California
$103K -$413K -50,434 -85%
FFA
117
Farther Finance Advisors
California
$89.5K +$1.17K +143 +2%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$81K
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$77.3K +$43K +5,253 +443%
AIP
120
Ameritas Investment Partners
Nebraska
$61.6K
AB
121
Amalgamated Bank
New York
$54K -$4.27K -521 -10%
HT
122
Headlands Technologies
Illinois
$50.5K +$34.5K +4,206 New
PAS
123
Point72 Asia (Singapore)
Singapore
$45.7K +$31.2K +3,811 New
US Bancorp
124
US Bancorp
Minnesota
$42.1K +$14.1K +1,716 +96%
PE
125
Point72 Europe
United Kingdom
$40.7K +$27.8K +3,394 New

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.