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CareDx
CDNA

144 hedge funds and large institutions have $971M invested in CareDx in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $903M → $971M (+$67.7M)

5.05% more ownership

Funds ownership: 98.7% → 103.75% (+5%)

2% less call options, than puts

Call options by funds: $2.87M | Put options by funds: $2.94M

9% less funds holding

Funds holding: 159 → 144 (-15)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
144
Holders Change
-15
Holders Change %
-9.43%
% of All Funds
3.17%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.18%
New
23
Increased
56
Reduced
46
Closed
35
Calls
$2.87M
Puts
$2.94M
Net Calls
-$70K
Net Calls Change
-$3.85M

Top Buyers

1
Invesco
Invesco
Georgia
+$44.9M
2
FLAM
First Light Asset Management
Minnesota
+$24.3M
3
GIP
Granite Investment Partners
California
+$17.4M
4
CCM
Consonance Capital Management
New York
+$12.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.6M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$18M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.3M
3
PCM
Peregrine Capital Management
Minnesota
-$13.7M
4
SSA
Schonfeld Strategic Advisors
New York
-$8.15M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
126
Smith Group Asset Management
Texas
$37K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$37K +$34.3K +1,532 +755%
PMFA
128
Plante Moran Financial Advisors
Michigan
$36K – – –
PAM
129
Panagora Asset Management
Massachusetts
$25K +$4.64K +207 +22%
FHA
130
Flagship Harbor Advisors
Massachusetts
$15K – – –
FQ
131
First Quadrant
California
$15K +$15.6K +694 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$13K -$6.9K -308 -34%
HIA
133
Harbor Investment Advisory
Maryland
$11K -$2.24K -100 -17%
CWP
134
CFM Wealth Partners
Texas
$11K +$851 +38 +8%
AF
135
Allworth Financial
California
$10K – – –
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$10K – – –
MAM
137
Meeder Asset Management
Ohio
$7K -$12.1K -540 -62%
VFA
138
Valeo Financial Advisors
Indiana
$6K – – –
WEC
139
Winslow Evans & Crocker
Massachusetts
$6K – – –
FHA
140
First Horizon Advisors
Tennessee
$6K +$2.42K +108 +58%
TL
141
TrueWealth LLC
Georgia
$5K – – –
FCA
142
FinTrust Capital Advisors
South Carolina
$4K +$1.86K +83 +105%
ASN
143
Advisory Services Network
Georgia
$1K – – –
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1K +$896 +40 New
Lord, Abbett & Co
145
Lord, Abbett & Co
New Jersey
– -$17.3M -802,587 Closed
PCM
146
Peregrine Capital Management
Minnesota
– -$13.7M -633,282 Closed
William Blair Investment Management
147
William Blair Investment Management
Illinois
– -$7.76M -359,854 Closed
MWNA
148
Marshall Wace North America
New York
– -$3.75M -173,675 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
– -$2.25M -104,374 Closed
PWAM
150
Park West Asset Management
California
– -$2.07M -95,868 Closed
4 5
6
7 8

CDNA Hedge Fund Activity: Q1 2020 in Review

144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2020, worth a combined $971M — up 7.5% from $903M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CDNA and 23 opened new positions — a net loss of 12 holders — while 46 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $44.9M. The largest seller was Waddell & Reed Financial, cutting an estimated $18M.

  • 144 institutional investors held CareDx (CDNA) as of Q1 2020, down from 159 in Q4 2019.
  • Funds reported $971M of CareDx stock for Q1 2020, up 7.5% quarter-over-quarter.
  • 23 funds opened new CareDx positions in Q1 2020 and 35 closed out, a net change of -12 holders.
  • The largest CareDx buyer in Q1 2020 was Invesco, an estimated $44.9M added.
  • The largest CareDx seller in Q1 2020 was Waddell & Reed Financial, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2020.