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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
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$29.2K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$20.4K +$19.2K +1,924 New
AB
128
Amalgamated Bank
New York
$19K -$27.9K -2,785 -61%
HT
129
Headlands Technologies
Illinois
$18.7K -$24.4K -2,436 -58%
Pacer Advisors
130
Pacer Advisors
Pennsylvania
$18K +$17K +1,698 New
NFSG
131
Newbridge Financial Services Group
Florida
$15.9K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$15K +$13.8K +1,383 +2,095%
PH
133
Pinnacle Holdings
Oklahoma
$13.7K
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$13K -$152K -15,238 -92%
Comerica Bank
135
Comerica Bank
Texas
$8.42K
OCM
136
Orion Capital Management
California
$5.29K
TC
137
Truvestments Capital
Florida
$5.25K
HWM
138
HighMark Wealth Management
Minnesota
$5.03K
HIA
139
Harbor Investment Advisory
Maryland
$4.24K
QCG
140
Quadrant Capital Group
Ohio
$3.1K
GI
141
GAMMA Investing
California
$2.09K +$430 +43 +28%
LC
142
Lindbrook Capital
California
$1.95K
QL
143
Quarry LP
New York
$1.2K +$1.13K +113 New
AWM
144
Avior Wealth Management
Nebraska
$116 +$110 +11 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$74 -$60 -6 -46%
HNB
146
Huntington National Bank
Ohio
$21 -$760 -76 -97%
KLC
147
Kent Lake Capital
Nevada
-$7.42M -618,301 Closed
Point72 Asset Management
148
Point72 Asset Management
Connecticut
-$4.53M -377,183 Closed
Jane Street
149
Jane Street
New York
-$798K -79,733 Closed
TC
150
TwinBeech Capital
New York
-$596K -49,634 Closed

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.