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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
DFCM
201
Dark Forest Capital Management
Puerto Rico
$25K +$28.7K +550 New
OCM
202
Orion Capital Management
California
$23K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$20K +$5.58K +107 +33%
HIA
204
Harbor Investment Advisory
Maryland
$18K
IA
205
IFP Advisors
Florida
$15K
FCA
206
FinTrust Capital Advisors
South Carolina
$12K
SSC
207
Syverson Strege & Co
Iowa
$9K
TC
208
Truvestments Capital
Florida
$9K
FHA
209
First Horizon Advisors
Tennessee
$7K -$104 -2 -1%
MIFH
210
Migdal Insurance & Financial Holdings
Israel
$4K -$2.61K -50 -37%
SGAM
211
Smith Group Asset Management
Texas
$3K
TCWM
212
Total Clarity Wealth Management
Illinois
$3K +$261 +5 +9%
EWA
213
EverSource Wealth Advisors
Alabama
$3K +$3.13K +60 New
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17K -$1.36K -26 -0.1%
PA
215
Parallel Advisors
California
$1K -$1.2K -23 -52%
S
216
SignatureFD
Georgia
$1K +$679 +13 +93%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$1K +$731 +14 New
QCG
218
Quadrant Capital Group
Ohio
$1K +$835 +16 New
BIA
219
Bell Investment Advisors
California
$1K +$887 +17 +243%
SFM
220
Signet Financial Management
New Jersey
$1K +$1.04K +20 New
CM
221
Cornerstone Management
Georgia
$683 +$783 +15 New
VRS
222
Virginia Retirement Systems
Virginia
$441 +$506K +9,700 New
MCMC
223
Matrix Capital Management Company
New Hampshire
-$110M -1,740,515 Closed
Lord, Abbett & Co
224
Lord, Abbett & Co
New Jersey
-$68M -1,073,263 Closed
HCM
225
Hitchwood Capital Management
New York
-$15.8M -250,000 Closed

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.