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200 hedge funds and large institutions have $983M invested in CareDx in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

43,375% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $4K

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

26% more capital invested

Capital invested by funds: $779M → $983M (+$204M)

7% more funds holding

Funds holding: 187200 (+13)

0.77% more ownership

Funds ownership: 100.65%101.42% (+0.77%)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
63
Reduced
64
Closed
27
Calls
$1.74M
Puts
$4K
Net Calls
+$1.74M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$4.82K -$687 -41 -14%
TM
177
Torren Management
California
$4.73K +$4.21K +251 New
SPIA
178
Steward Partners Investment Advisory
New York
$3.71K
EP
179
Essential Partners
California
$3.39K +$754 +45 +33%
TWD
180
True Wealth Design
Ohio
$2.73K +$218 +13 +10%
RIL
181
Rothschild Investment LLC
Illinois
$2.47K +$436 +26 +25%
TC
182
Truvestments Capital
Florida
$2.41K -$3.92K -234 -65%
IA
183
IFP Advisors
Florida
$1.13K -$1.09K -65 -52%
SS
184
SBI Securities
Japan
$942 -$2.63K -157 -76%
TPCW
185
TD Private Client Wealth
New York
$791
PFBT
186
Parkside Financial Bank & Trust
Missouri
$754
PMAM
187
Picton Mahoney Asset Management
Ontario, Canada
$716
TCM
188
TD Capital Management
Tennessee
$603
S
189
SignatureFD
Georgia
$584 +$519 +31 New
MCM
190
MAI Capital Management
Ohio
$396 +$352 +21 New
AIS
191
Advocate Investing Services
Maryland
$301 +$268 +16 New
SS
192
Sunbelt Securities
Texas
$283 +$251 +15 New
GRP
193
Global Retirement Partners
California
$170 +$151 +9 New
SIC
194
SJS Investment Consulting
Ohio
$132 +$117 +7 New
CA
195
Clearstead Advisors
Ohio
$114 -$235 -14 -70%
SAM
196
Smartleaf Asset Management
Massachusetts
$57 +$50 +3 New
HNB
197
Huntington National Bank
Ohio
$38
TPBG
198
Turning Point Benefit Group
Maryland
$37
BTI
199
Blue Trust Inc
Georgia
$19 +$17 +1 New
Macquarie Group
200
Macquarie Group
Australia
-$6.73M -462,952 Closed