We are live on ! Find out more

147 hedge funds and large institutions have $663M invested in CareDx in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more call options, than puts

Call options by funds: $381K | Put options by funds: $208K

70% more capital invested

Capital invested by funds: $391M → $663M (+$272M)

0.95% less ownership

Funds ownership: 102.97%102.02% (-0.95%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 150147 (-3)

13% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 54

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
47
Reduced
54
Closed
28
Calls
$381K
Puts
$208K
Net Calls
+$173K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$86.3M +$4.22M +515,399 +8%
BlackRock
2
BlackRock
New York
$66.5M +$1.35M +164,829 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M -$155K -18,909 -0.5%
BG
4
Bellevue Group
Switzerland
$47.5M +$115K +13,994 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$37.9M +$20.3M +2,476,067 +364%
NAMA
6
Nikko Asset Management Americas
New York
$34.5M -$1.23M -149,604 -5%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$34.5M -$1.23M -149,604 -5%
State Street
8
State Street
Massachusetts
$33.6M -$7.48M -912,881 -25%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$26.4M -$1.01M -123,211 -5%
GS
10
Gagnon Securities
New York
$25.2M +$171K +20,900 +1%
Renaissance Technologies
11
Renaissance Technologies
New York
$16.3M +$2.59M +315,800 +30%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.9M +$411K +50,141 +5%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$13.6M +$1.03M +126,018 +13%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$12.7M -$537K -65,505 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$12.5M +$3.42M +417,610 +67%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$9.96M +$3.19M +389,208 +88%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$7.54M +$2.97M +362,996 +163%
KLC
18
Kent Lake Capital
Nevada
$7.42M -$6.2M -757,157 -55%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$6.92M -$465K -56,729 -9%
GA
20
Gagnon Advisors
New York
$6.66M
Goldman Sachs
21
Goldman Sachs
New York
$5.63M -$1.35M -165,327 -26%
Northern Trust
22
Northern Trust
Illinois
$5.36M -$379K -46,260 -9%
Charles Schwab
23
Charles Schwab
California
$5.33M +$277K +33,767 +8%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$4.53M +$3.06M +373,747 +10,877%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$4.15M +$2.83M +345,897 New

CDNA Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q4 2023, worth a combined $663M — up 70% from $391M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CDNA and 26 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $20.3M. The largest seller was Armistice Capital, exiting entirely with an estimated $14.3M sold.

  • 147 institutional investors held CareDx (CDNA) as of Q4 2023, down from 150 in Q3 2023.
  • Funds reported $663M of CareDx stock for Q4 2023, up 70% quarter-over-quarter.
  • 26 funds opened new CareDx positions in Q4 2023 and 28 closed out, a net change of -2 holders.
  • The largest CareDx buyer in Q4 2023 was Morgan Stanley, an estimated $20.3M added.
  • The largest CareDx seller in Q4 2023 was Armistice Capital, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2023.