We are live on ! Find out more

232 hedge funds and large institutions have $3.67B invested in CareDx in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $67M | Put options by funds: $16.3M

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

96% more capital invested

Capital invested by funds: $1.87B → $3.67B (+$1.8B)

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more funds holding

Funds holding: 197232 (+35)

1.27% more ownership

Funds ownership: 101.54%102.81% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

Holders
232
Holders Change
+35
Holders Change %
+17.77%
% of All Funds
4.11%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
58
Increased
77
Reduced
79
Closed
23
Calls
$67M
Puts
$16.3M
Net Calls
+$50.7M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$145K -$5.04K -87 -4%
Pacer Advisors
202
Pacer Advisors
Pennsylvania
$139K -$33.7K -582 -23%
SGAM
203
Smith Group Asset Management
Texas
$120K
AS
204
Altshuler Shaham
Israel
$95K +$76K +1,312 New
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$80K +$2.38K +41 +4%
PMFA
206
Plante Moran Financial Advisors
Michigan
$72K -$38.9K -672 -40%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$53K -$17.4K -301 -29%
OCM
208
Orion Capital Management
California
$51K +$40.6K +700 New
ASN
209
Advisory Services Network
Georgia
$46K +$6.66K +115 +22%
FCA
210
FinTrust Capital Advisors
South Carolina
$33K -$869 -15 -3%
US Bancorp
211
US Bancorp
Minnesota
$32K
CL
212
COWA LLC
Oklahoma
$32K +$21.7K +375 New
CAAS
213
Capital Asset Advisory Services
Michigan
$32K +$25.8K +445 New
HIA
214
Harbor Investment Advisory
Maryland
$29K
VFA
215
Valeo Financial Advisors
Indiana
$19K
PH
216
Pinnacle Holdings
Oklahoma
$18.1K
WEC
217
Winslow Evans & Crocker
Massachusetts
$17K
CMBA
218
C.M. Bidwell & Associates
Hawaii
$13K +$10.7K +185 New
TC
219
Truvestments Capital
Florida
$13K +$11.1K +192 New
FHA
220
First Horizon Advisors
Tennessee
$10K -$6.37K -110 -45%
APA
221
American Portfolios Advisors
New York
$7.17K
HMS
222
Hanseatic Management Services
New Mexico
$7K +$5.5K +95 New
NFSG
223
Newbridge Financial Services Group
Florida
$6K
ADIM
224
Alpha DNA Investment Management
Maryland
$6K +$5.45K +94 New
SFS
225
Sowell Financial Services
Arkansas
$5K +$348 +6 +10%

CDNA Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q4 2020, worth a combined $3.67B — up 96% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CDNA positions and 23 closed out — a net gain of 35 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $128M. The largest seller was Bellevue Group, cutting an estimated $44.7M.

  • 232 institutional investors held CareDx (CDNA) as of Q4 2020, up from 197 in Q3 2020.
  • Funds reported $3.67B of CareDx stock for Q4 2020, up 96% quarter-over-quarter.
  • 58 funds opened new CareDx positions in Q4 2020 and 23 closed out, a net change of +35 holders.
  • The largest CareDx buyer in Q4 2020 was ARK Investment Management, an estimated $128M added.
  • The largest CareDx seller in Q4 2020 was Bellevue Group, an estimated $44.7M sold.

Based on aggregated 13F filings for Q4 2020.