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CareDx
CDNA

213 hedge funds and large institutions have $2.02B invested in CareDx in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $1.78M

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

4.07% more ownership

Funds ownership: 102.35% → 106.42% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less funds holding

Funds holding: 224 → 213 (-11)

17% less capital invested

Capital invested by funds: $2.45B → $2.02B (-$428M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
81
Reduced
66
Closed
38
Calls
$5.02M
Puts
$1.78M
Net Calls
+$3.23M
Net Calls Change
-$10.8M

Top Buyers

1
BG
Bellevue Group
Switzerland
+$32.9M
2
State Street
State Street
Massachusetts
+$29.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$24.1M
4
NAMA
Nikko Asset Management Americas
New York
+$18.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$18.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
2
Invesco
Invesco
Georgia
-$16.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.1M
4
KCM
Kornitzer Capital Management
Kansas
-$11.1M
5
Millennium Management
Millennium Management
New York
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Amalgamated Financial
New York
$305K +$322K +8,251 New
EAMA
152
EFG Asset Management (Americas)
Florida
$296K +$92.6K +2,375 +42%
FIA
153
Foundations Investment Advisors
Arizona
$282K -$5.14K -132 -2%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$278K – – –
CAN
155
Cetera Advisor Networks
California
$278K +$111K +2,850 +61%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$276K -$4.05K -104 -1%
SCA
157
Spearhead Capital Advisors
Florida
$276K +$74.6K +1,915 +35%
RS
158
Retirement Solution
Washington
$271K – – –
CW
159
Connectus Wealth
Ohio
$260K – – –
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$249K – – –
SC
161
Searle & Co
Connecticut
$248K +$261K +6,700 New
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$229K -$12.5K -320 -5%
SO
163
STRS Ohio
Ohio
$218K – – –
MFIM
164
Mesirow Financial Investment Management
Illinois
$218K +$230K +5,905 New
OIA
165
OneDigital Investment Advisors
Kansas
$211K – – –
GT
166
Glenmede Trust
Pennsylvania
$207K +$218K +5,600 New
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$177K -$246K -6,321 -57%
DCM
168
Dupont Capital Management
Delaware
$149K -$14K -358 -8%
AIP
169
Ameritas Investment Partners
Nebraska
$145K – – –
PHK
170
Point72 Hong Kong
Hong Kong
$131K +$138K +3,548 New
Osaic Holdings
171
Osaic Holdings
Arizona
$127K -$7.64K -196 -6%
PI
172
PEAK6 Investments
Illinois
$125K -$1.94M -49,880 -94%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$124K -$387K -9,938 -75%
Lazard Asset Management
174
Lazard Asset Management
New York
$119K +$30.5K +782 +32%
Canada Life
175
Canada Life
Manitoba, Canada
$112K – – –
5 6
7
8 9

CDNA Hedge Fund Activity: Q1 2022 in Review

213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2022, worth a combined $2.02B — down 17% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CDNA and 29 opened new positions — a net loss of 9 holders — while 66 trimmed existing stakes and 81 added.

The largest buyer was Bellevue Group, adding an estimated $32.9M. The largest seller was Vanguard Group, cutting an estimated $24.4M.

  • 213 institutional investors held CareDx (CDNA) as of Q1 2022, down from 224 in Q4 2021.
  • Funds reported $2.02B of CareDx stock for Q1 2022, down 17% quarter-over-quarter.
  • 29 funds opened new CareDx positions in Q1 2022 and 38 closed out, a net change of -9 holders.
  • The largest CareDx buyer in Q1 2022 was Bellevue Group, an estimated $32.9M added.
  • The largest CareDx seller in Q1 2022 was Vanguard Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2022.