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182 hedge funds and large institutions have $1.41B invested in CareDx in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $3.01M

42% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 53

19% more capital invested

Capital invested by funds: $1.18B → $1.41B (+$227M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

3.17% more ownership

Funds ownership: 89.78%92.95% (+3.2%)

0% more funds holding

Funds holding: 182182 (0)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
36
Increased
75
Reduced
53
Closed
32
Calls
$10.5M
Puts
$3.01M
Net Calls
+$7.52M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
151
First Interstate Bank
Montana
$115K
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$87K -$7.14K -223 -8%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$64K
FQ
154
First Quadrant
California
$63K +$55.7K +1,740 New
US Bancorp
155
US Bancorp
Minnesota
$48K +$3.94K +123 +10%
AG
156
Advisor Group
Arizona
$42K -$663K -20,710 -95%
Simplex Trading
157
Simplex Trading
Illinois
$41K +$36.8K +1,151 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$36K -$32K -1,000 -50%
PMFA
159
Plante Moran Financial Advisors
Michigan
$36K
Victory Capital Management
160
Victory Capital Management
Texas
$36K
SCA
161
Stonebridge Capital Advisors
Minnesota
$36K +$32K +1,000 New
AG
162
Aperio Group
California
$31K +$27.7K +866 New
TC
163
Truvestments Capital
Florida
$23K +$8.39K +262 +68%
OAM
164
Oppenheimer Asset Management
New York
$19K +$3.04K +95 +23%
FHA
165
Flagship Harbor Advisors
Massachusetts
$14K
Federated Hermes
166
Federated Hermes
Pennsylvania
$11K -$7.68M -240,058 -100%
VFA
167
Valeo Financial Advisors
Indiana
$10K -$2.18K -68 -20%
WEC
168
Winslow Evans & Crocker
Massachusetts
$10K
QT
169
Quantbot Technologies
New York
$10K +$9.6K +300 New
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$9K
TL
171
TrueWealth LLC
Georgia
$9K
QT
172
Quantamental Technologies
New York
$7K +$6.4K +200 New
NCM
173
Next Capital Management
New York
$6K +$5.5K +172 New
PHK
174
Point72 Hong Kong
Hong Kong
$4K -$2.82K -88 -42%
HR
175
Howe & Rusling
New York
$4K

CDNA Hedge Fund Activity: Q2 2019 in Review

182 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q2 2019, worth a combined $1.41B — up 19% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CDNA positions and 32 closed out — a net gain of 4 holders — while 75 added to existing stakes and 53 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $55M. The largest seller was Fred Alger Management, cutting an estimated $39.1M.

  • 182 institutional investors held CareDx (CDNA) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $1.41B of CareDx stock for Q2 2019, up 19% quarter-over-quarter.
  • 36 funds opened new CareDx positions in Q2 2019 and 32 closed out, a net change of +4 holders.
  • The largest CareDx buyer in Q2 2019 was Fidelity Investments, an estimated $55M added.
  • The largest CareDx seller in Q2 2019 was Fred Alger Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2019.