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147 hedge funds and large institutions have $583M invested in CareDx in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $811K

4.39% more ownership

Funds ownership: 102.02%106.42% (+4.4%)

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $663M → $583M (-$79.4M)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
48
Reduced
60
Closed
17
Calls
$1.26M
Puts
$811K
Net Calls
+$445K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$62.1M -$13.3M -1,330,676 -18%
BlackRock
2
BlackRock
New York
$57.5M -$1.19M -118,635 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.5M +$1.8M +180,334 +4%
State Street
4
State Street
Massachusetts
$44.4M +$14M +1,400,073 +50%
BG
5
Bellevue Group
Switzerland
$41.7M -$208K -20,786 -0.5%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$29.1M -$1.27M -126,561 -4%
NAMA
7
Nikko Asset Management Americas
New York
$29.1M -$1.27M -126,561 -4%
GS
8
Gagnon Securities
New York
$23.8M +$1.5M +149,485 +7%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$21.4M -$1.79M -179,087 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$15.3M +$4.06M +406,281 +39%
Renaissance Technologies
11
Renaissance Technologies
New York
$15.1M +$625K +62,500 +5%
BAMCO Inc
12
BAMCO Inc
New York
$13M +$12.3M +1,229,900 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.7M +$361K +36,100 +3%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$12.2M +$924K +92,363 +9%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$10.6M -$1.26M -126,100 -11%
Morgan Stanley
16
Morgan Stanley
New York
$9.88M -$22.2M -2,223,839 -70%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$9.21M +$389K +38,888 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$6.49M -$14.4K -1,444 -0.2%
GA
19
Gagnon Advisors
New York
$6.46M +$555K +55,485 +10%
Charles Schwab
20
Charles Schwab
California
$6.02M +$1.25M +124,551 +28%
RA
21
Royce & Associates
New York
$5.7M +$1.95M +194,593 +57%
Goldman Sachs
22
Goldman Sachs
New York
$5.62M +$611K +61,125 +13%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.76M +$2.49M +248,519 +124%
Northern Trust
24
Northern Trust
Illinois
$4.65M -$78K -7,801 -2%
Citigroup
25
Citigroup
New York
$4.15M +$3.09M +309,084 +374%

CDNA Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CareDx (CDNA) for Q1 2024, worth a combined $583M — down 12% from $663M a quarter earlier.

Fund positioning in CDNA was balanced in Q1 2024: 17 funds opened new positions, 17 closed out, 48 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $22.2M.

  • 147 institutional investors held CareDx (CDNA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $583M of CareDx stock for Q1 2024, down 12% quarter-over-quarter.
  • 17 funds opened new CareDx positions in Q1 2024 and 17 closed out, a net change of 0 holders.
  • The largest CareDx buyer in Q1 2024 was State Street, an estimated $14M added.
  • The largest CareDx seller in Q1 2024 was Morgan Stanley, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2024.