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Cardiff Oncology

53 hedge funds and large institutions have $8.81M invested in Cardiff Oncology in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

2.37% less ownership

Funds ownership: 15.78%13.41% (-2.4%)

4% less funds holding

Funds holding: 5553 (-2)

24% less capital invested

Capital invested by funds: $11.6M → $8.81M (-$2.83M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

74% less call options, than puts

Call options by funds: $34K | Put options by funds: $129K

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
9
Closed
5
Calls
$34K
Puts
$129K
Net Calls
-$95K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Denver Wealth Management
Colorado
$26.8K
Charles Schwab
27
Charles Schwab
California
$24.1K
FWS
28
FinDec Wealth Services
California
$23.5K
Morgan Stanley
29
Morgan Stanley
New York
$23.1K -$303K -188,135 -92%
TIM
30
Tortoise Investment Management
New York
$22.1K
HighTower Advisors
31
HighTower Advisors
Illinois
$22K
Bank of New York Mellon
32
Bank of New York Mellon
New York
$21.1K
GIA
33
Gladstone Institutional Advisory
Florida
$20.6K
CC
34
Callan Capital
California
$20K
Wells Fargo
35
Wells Fargo
California
$11.5K +$19 +12 +0.2%
AFIA
36
America First Investment Advisors
Nebraska
$5.88K
UBS Group
37
UBS Group
Switzerland
$5.61K -$19.2K -11,876 -76%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$3.73K -$7.75K -4,805 -65%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.3K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2.23K
GRP
41
Global Retirement Partners
California
$515
EBA
42
Eagle Bay Advisors
New York
$498
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$294 +$323 +200 New
NC
44
NewSquare Capital
Pennsylvania
$184
NFSG
45
Newbridge Financial Services Group
Florida
$169
US Bancorp
46
US Bancorp
Minnesota
$160
AF
47
Allworth Financial
California
$147
NA
48
NewEdge Advisors
Louisiana
$119
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$71
JP Morgan Chase
50
JP Morgan Chase
New York
$38