We are live on ! Find out more

224 hedge funds and large institutions have $2.45B invested in CareDx in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $19M | Put options by funds: $4.97M

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

1.32% less ownership

Funds ownership: 103.67%102.35% (-1.3%)

14% less funds holding

Funds holding: 260224 (-36)

29% less capital invested

Capital invested by funds: $3.45B → $2.45B (-$1B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 68

Holders
224
Holders Change
-36
Holders Change %
-13.85%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
34
Increased
85
Reduced
81
Closed
68
Calls
$19M
Puts
$4.97M
Net Calls
+$14.1M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
176
SEI Investments
Pennsylvania
$250K -$653K -12,504 -70%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$246K +$279K +5,353 New
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$238K -$2.98K -57 -1%
MCM
179
Maryland Capital Management
Maryland
$232K +$30.5K +584 +13%
CNBT
180
Cornerstone National Bank & Trust
Illinois
$227K +$261K +5,000 New
CAN
181
Cetera Advisor Networks
California
$212K +$54.8K +1,050 +29%
GI
182
GAMCO Investors
Connecticut
$211K -$256K -4,900 -51%
DCM
183
Dupont Capital Management
Delaware
$200K +$230K +4,399 New
AIP
184
Ameritas Investment Partners
Nebraska
$178K
Osaic Holdings
185
Osaic Holdings
Arizona
$159K -$48.4K -928 -21%
Canada Life
186
Canada Life
Manitoba, Canada
$129K
SAM
187
Shell Asset Management
Netherlands
$123K +$3.97K +76 +3%
Lazard Asset Management
188
Lazard Asset Management
New York
$111K +$209 +4 +0.2%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$104K -$60K -1,150 -32%
PH
190
Pinnacle Holdings
Oklahoma
$72.6K
Marshall Wace
191
Marshall Wace
United Kingdom
$58K -$203K -3,889 -75%
PMFA
192
Plante Moran Financial Advisors
Michigan
$45K
SCA
193
Sandy Cove Advisors
Massachusetts
$45K +$52.2K +1,000 New
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$41K +$574 +11 +1%
SPIA
195
Steward Partners Investment Advisory
New York
$39K -$35.1K -673 -44%
LC
196
Lindbrook Capital
California
$32K +$35.3K +677 +2,184%
PI
197
PineBridge Investments
New York
$32K +$36.5K +700 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$31K -$10.4K -199 -23%
TRCT
199
Tower Research Capital (TRC)
New York
$30K -$52.7K -1,010 -60%
MA
200
Montag & Associates
Georgia
$26K +$11.8K +227 +64%

CDNA Hedge Fund Activity: Q4 2021 in Review

224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q4 2021, worth a combined $2.45B — down 29% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of CDNA and 34 opened new positions — a net loss of 34 holders — while 81 trimmed existing stakes and 85 added.

The largest buyer was Bellevue Group, adding an estimated $74.9M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $110M sold.

  • 224 institutional investors held CareDx (CDNA) as of Q4 2021, down from 260 in Q3 2021.
  • Funds reported $2.45B of CareDx stock for Q4 2021, down 29% quarter-over-quarter.
  • 34 funds opened new CareDx positions in Q4 2021 and 68 closed out, a net change of -34 holders.
  • The largest CareDx buyer in Q4 2021 was Bellevue Group, an estimated $74.9M added.
  • The largest CareDx seller in Q4 2021 was Matrix Capital Management Company, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2021.