CareDx
CDNA
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.
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: 147 → 147 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$14M |
| 2 |
BAMCO Inc
New York
|
+$12.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.06M |
| 4 |
Citigroup
New York
|
+$3.09M |
| 5 |
CCM
Cadian Capital Management
New York
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.2M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$13.3M |
| 3 |
KLC
Kent Lake Capital
Reno,
Nevada
|
-$7.42M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$4.53M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
151
New York Life Investment Management
New York
| – | -$457K | -38,076 | Closed |
|
|
HF
152
HRT Financial
New York
| – | -$415K | -34,589 | Closed |
|
|
YIH
153
Y-Intercept (HK)
Hong Kong
| – | -$410K | -34,127 | Closed |
|
|
ECM
154
ExodusPoint Capital Management
New York
| – | -$375K | -31,246 | Closed |
|
|
PMEF
155
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$327K | -27,236 | Closed |
|
156
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$129K | -10,754 | Closed |
|
|
PAS
157
Point72 Asia (Singapore)
Singapore
| – | -$45.7K | -3,811 | Closed |
|
|
PE
158
Point72 Europe
London,
United Kingdom
| – | -$40.7K | -3,394 | Closed |
|
|
NMG
159
New Millennium Group
Sandy,
Utah
| – | -$10.8K | -900 | Closed |
|
|
SPIA
160
Steward Partners Investment Advisory
New York
| – | -$2.7K | -225 | Closed |
|
|
GWS
161
Glassman Wealth Services
Vienna,
Virginia
| – | -$1.45K | -121 | Closed |
|
|
SNB
162
Security National Bank
Omaha,
Nebraska
| – | -$468 | -39 | 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.