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CVRx
CVRX

64 hedge funds and large institutions have $181M invested in CVRx in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.45M

1.6% more ownership

Funds ownership: 55.98% → 57.58% (+1.6%)

1% more capital invested

Capital invested by funds: $179M → $181M (+$2.29M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3% less funds holding

Funds holding: 66 → 64 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
20
Reduced
22
Closed
11
Calls
$2.62M
Puts
$1.45M
Net Calls
+$1.17M
Net Calls Change
-$931K

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$7.72M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$4.73M
3
PHP
Parkman Healthcare Partners
Connecticut
+$1.34M
4
Walleye Capital
Walleye Capital
New York
+$647K
5
KAS
Kestra Advisory Services
Texas
+$501K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.62M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.95M
3
KA
Kovack Advisors
Florida
-$1.33M
4
Millennium Management
Millennium Management
New York
-$1.19M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$476K -$71.1K -4,323 -12%
Charles Schwab
27
Charles Schwab
California
$474K -$9.21K -560 -2%
KAS
28
Kestra Advisory Services
Texas
$462K +$501K +30,475 New
BCM
29
Bridgeway Capital Management
Texas
$460K -$471K -28,595 -49%
Mitsubishi UFJ Asset Management
30
Mitsubishi UFJ Asset Management
Japan
$435K -$10.7K -648 -2%
LFAS
31
Level Four Advisory Services
Texas
$410K -$228K -13,850 -34%
Bank of America
32
Bank of America
North Carolina
$375K +$146K +8,892 +56%
Squarepoint
33
Squarepoint
New York
$362K +$393K +23,863 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$322K – – –
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$295K -$1.09M -66,029 -77%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$185K +$16.4K +999 +9%
Two Sigma Investments
37
Two Sigma Investments
New York
$180K -$581K -35,288 -75%
WMSA
38
Weiss Multi-Strategy Advisers
New York
$178K -$687K -41,771 -78%
TDC
39
Thompson Davis & Co
Virginia
$173K +$188K +11,400 New
JP Morgan Chase
40
JP Morgan Chase
New York
$115K -$21.6K -1,315 -15%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$108K +$1.93K +117 +2%
Citadel Advisors
42
Citadel Advisors
Florida
$106K +$114K +6,899 +7,262%
MIM
43
MetLife Investment Management
New Jersey
$95.4K – – –
UBS Group
44
UBS Group
Switzerland
$94.9K -$15K -910 -13%
AIG
45
American International Group
New York
$84.2K +$3.26K +198 +4%
Deutsche Bank
46
Deutsche Bank
Germany
$82.2K +$88.3K +5,364 +10,315%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$64K +$82 +5 +0.1%
Osaic Holdings
48
Osaic Holdings
Arizona
$56.6K -$17.3K -1,050 -22%
Wells Fargo
49
Wells Fargo
California
$47.7K -$24.3K -1,479 -32%
TRCT
50
Tower Research Capital (TRC)
New York
$46.9K +$38.8K +2,357 +321%
1
2
3

CVRX Hedge Fund Activity: Q3 2023 in Review

64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CVRx (CVRX) for Q3 2023, worth a combined $181M — up 1.3% from $179M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CVRX and 9 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $7.72M. The largest seller was Bank of Montreal, exiting entirely with an estimated $3.62M sold.

  • 64 institutional investors held CVRx (CVRX) as of Q3 2023, down from 66 in Q2 2023.
  • Funds reported $181M of CVRx stock for Q3 2023, up 1.3% quarter-over-quarter.
  • 9 funds opened new CVRx positions in Q3 2023 and 11 closed out, a net change of -2 holders.
  • The largest CVRx buyer in Q3 2023 was Lord, Abbett & Co, an estimated $7.72M added.
  • The largest CVRx seller in Q3 2023 was Bank of Montreal, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2023.