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156 hedge funds and large institutions have $535M invested in CareDx in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $679K

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

0.6% more ownership

Funds ownership: 108.08%108.67% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 168156 (-12)

19% less capital invested

Capital invested by funds: $658M → $535M (-$123M)

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
67
Reduced
42
Closed
32
Calls
$1.67M
Puts
$679K
Net Calls
+$995K
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$24.5K +$24.8K +1,940 +261%
SOW
127
State of Wyoming
Wyoming
$22.2K +$31K +2,427 New
Lazard Asset Management
128
Lazard Asset Management
New York
$18K +$7.43K +581 +40%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$18K +$20.8K +1,630 +479%
PH
130
Pinnacle Holdings
Oklahoma
$11.8K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$10K +$12.5K +976 +592%
NMG
132
New Millennium Group
Utah
$8.23K
LC
133
Lindbrook Capital
California
$7.3K +$9.95K +778 +3,705%
IA
134
IFP Advisors
Florida
$4.57K
OCM
135
Orion Capital Management
California
$4.57K
TC
136
Truvestments Capital
Florida
$4.53K +$3.1K +242 +95%
TWM
137
Tradition Wealth Management
Minnesota
$4K
QL
138
Quarry LP
New York
$3.92K -$7.19K -562 -57%
HIA
139
Harbor Investment Advisory
Maryland
$3.66K
BAM
140
Belpointe Asset Management
Nevada
$3.52K
US Bancorp
141
US Bancorp
Minnesota
$3.44K -$601 -47 -11%
TWA
142
TCI Wealth Advisors
Arizona
$3.05K +$4.27K +334 New
FHA
143
First Horizon Advisors
Tennessee
$2.58K -$3.72K -291 -51%
SPIA
144
Steward Partners Investment Advisory
New York
$2.38K -$3.07K -240 -48%
PA
145
Parallel Advisors
California
$2.16K -$512 -40 -14%
WAM
146
Worth Asset Management
Texas
$1.83K
BWL
147
Bogart Wealth LLC
Virginia
$1.1K +$1.53K +120 New
AF
148
Allworth Financial
California
$832 +$397 +31 +52%
QCG
149
Quadrant Capital Group
Ohio
$631 +$755 +59 +590%
Creative Planning
150
Creative Planning
Kansas
$485 +$678 +53 New

CDNA Hedge Fund Activity: Q1 2023 in Review

156 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2023, worth a combined $535M — down 19% from $658M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CDNA and 21 opened new positions — a net loss of 11 holders — while 42 trimmed existing stakes and 67 added.

The largest buyer was Armistice Capital, adding an estimated $33.7M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $48.2M.

  • 156 institutional investors held CareDx (CDNA) as of Q1 2023, down from 168 in Q4 2022.
  • Funds reported $535M of CareDx stock for Q1 2023, down 19% quarter-over-quarter.
  • 21 funds opened new CareDx positions in Q1 2023 and 32 closed out, a net change of -11 holders.
  • The largest CareDx buyer in Q1 2023 was Armistice Capital, an estimated $33.7M added.
  • The largest CareDx seller in Q1 2023 was ArrowMark Colorado Holdings, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.