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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
JJ
1
Johnson & Johnson
New Jersey
$53M – – –
NMC
2
NEA Management Company
Maryland
$36M – – –
BlackRock
3
BlackRock
New York
$11.1M +$437K +26,581 +4%
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$10.2M -$1.95M -118,474 -15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.34M +$28.2K +1,714 +0.3%
State Street
6
State Street
Massachusetts
$7.94M +$217K +13,170 +3%
EA
7
Emerald Advisers
Pennsylvania
$7.6M +$106K +6,419 +1%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$7.12M +$7.72M +469,073 New
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.54M +$277K +16,808 +4%
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$4.36M +$4.73M +287,345 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.58M +$117K +7,111 +3%
PHP
12
Parkman Healthcare Partners
Connecticut
$3.37M +$1.34M +81,357 +58%
Invesco
13
Invesco
Georgia
$2.6M -$45.3K -2,755 -2%
MPI
14
Mairs & Power Inc
Minnesota
$2.53M – – –
GA
15
GSG Advisors
New Jersey
$2.43M +$2.64M +160,506 New
Northern Trust
16
Northern Trust
Illinois
$1.37M -$29.9K -1,818 -2%
RA
17
Royce & Associates
New York
$1.07M +$106K +6,416 +10%
Millennium Management
18
Millennium Management
New York
$1.05M -$1.19M -72,173 -51%
Renaissance Technologies
19
Renaissance Technologies
New York
$997K +$54.3K +3,300 +5%
SSA
20
Schonfeld Strategic Advisors
New York
$909K +$316K +19,200 +47%
Morgan Stanley
21
Morgan Stanley
New York
$890K -$63.7K -3,874 -6%
N
22
Nuveen
North Carolina
$642K -$246K -14,930 -26%
RC
23
RBF Capital
California
$601K – – –
Walleye Capital
24
Walleye Capital
New York
$597K +$647K +39,327 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$510K – – –
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.