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60 hedge funds and large institutions have $96.9M invested in CVRx in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $5.56M | Put options by funds: $715K

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

25% more funds holding

Funds holding: 4860 (+12)

0.13% more ownership

Funds ownership: 50.04%50.18% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

49% less capital invested

Capital invested by funds: $189M → $96.9M (-$92.1M)

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
19
Reduced
8
Closed
11
Calls
$5.56M
Puts
$715K
Net Calls
+$4.85M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JJ
1
Johnson & Johnson
New Jersey
$32.6M
NMC
2
NEA Management Company
Maryland
$22.1M
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$6.34M +$9M +680,304 New
Millennium Management
4
Millennium Management
New York
$4.6M +$3.52M +266,253 +117%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6M +$610K +46,098 +10%
EA
6
Emerald Advisers
Pennsylvania
$3.98M +$3.33M +251,433 +143%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.31M +$3.13M +236,471 +199%
ACM
8
Archon Capital Management
Washington
$2.3M +$3.26M +246,782 New
ACM
9
Altium Capital Management
New York
$1.91M +$2.71M +205,000 New
Two Sigma Investments
10
Two Sigma Investments
New York
$1.22M +$1.74M +131,222 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.18M +$953K +72,028 +133%
MPI
12
Mairs & Power Inc
Minnesota
$1.13M +$406K +30,705 +34%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.06M +$63.6K +4,808 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$886K +$908K +68,647 +260%
Morgan Stanley
15
Morgan Stanley
New York
$663K +$743K +56,179 +376%
BlackRock
16
BlackRock
New York
$568K +$313K +23,641 +63%
Barclays
17
Barclays
United Kingdom
$528K +$750K +56,679 New
Renaissance Technologies
18
Renaissance Technologies
New York
$463K +$217K +16,400 +49%
Goldman Sachs
19
Goldman Sachs
New York
$412K +$585K +44,219 New
VFA
20
Valeo Financial Advisors
Indiana
$410K +$582K +44,000 New
AI
21
Atom Investors
Texas
$410K -$171K -12,944 -23%
State Street
22
State Street
Massachusetts
$390K +$96.6K +7,300 +21%
HF
23
HRT Financial
New York
$383K +$544K +41,134 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$381K +$393K +29,686 +265%
TC
25
TownSquare Capital
Utah
$375K +$257K +19,430 +93%

CVRX Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CVRx (CVRX) for Q1 2023, worth a combined $96.9M — down 49% from $189M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CVRX positions and 11 closed out — a net gain of 12 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $9M. The largest seller was Soleus Capital Management, exiting entirely with an estimated $18.6M sold.

  • 60 institutional investors held CVRx (CVRX) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $96.9M of CVRx stock for Q1 2023, down 49% quarter-over-quarter.
  • 23 funds opened new CVRx positions in Q1 2023 and 11 closed out, a net change of +12 holders.
  • The largest CVRx buyer in Q1 2023 was Balyasny Asset Management, an estimated $9M added.
  • The largest CVRx seller in Q1 2023 was Soleus Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2023.