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CVRx
CVRX

83 hedge funds and large institutions have $381M invested in CVRx in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

208% more call options, than puts

Call options by funds: $11M | Put options by funds: $3.57M

110% more capital invested

Capital invested by funds: $181M → $381M (+$200M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more funds holding

Funds holding: 64 → 83 (+19)

0.66% more ownership

Funds ownership: 57.58% → 58.24% (+0.66%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
83
Holders Change
+19
Holders Change %
+29.69%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
22
Reduced
27
Closed
4
Calls
$11M
Puts
$3.57M
Net Calls
+$7.42M
Net Calls Change
+$6.25M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.73M
2
ACM
Archon Capital Management
Washington
+$5.36M
3
Morgan Stanley
Morgan Stanley
New York
+$3.01M
4
SAM
Silvercrest Asset Management
New York
+$2.79M
5
EI
EAM Investors
California
+$2.64M

Top Sellers

1
State Street
State Street
Massachusetts
-$6.02M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.03M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.36M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.91M
5
EA
Emerald Advisers
Pennsylvania
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
JJ
1
Johnson & Johnson
New Jersey
$110M – – –
NMC
2
NEA Management Company
Maryland
$74.5M – – –
BlackRock
3
BlackRock
New York
$25.3M +$1.36M +72,511 +10%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$24.4M +$5.73M +305,597 +65%
Vanguard Group
5
Vanguard Group
Pennsylvania
$17.7M +$236K +12,564 +2%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$12.8M -$5.03M -268,012 -40%
EA
7
Emerald Advisers
Pennsylvania
$12.7M -$1.81M -96,684 -19%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.3M -$1.91M -101,763 -24%
ACM
9
Archon Capital Management
Washington
$8.98M +$5.36M +285,517 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.85M +$253K +13,510 +6%
PHP
11
Parkman Healthcare Partners
Connecticut
$7.55M +$335K +17,880 +8%
Morgan Stanley
12
Morgan Stanley
New York
$6.89M +$3.01M +160,586 +274%
State Street
13
State Street
Massachusetts
$6.36M -$6.02M -321,058 -61%
GA
14
GSG Advisors
New Jersey
$4.74M – – –
SAM
15
Silvercrest Asset Management
New York
$4.68M +$2.79M +148,770 New
EI
16
EAM Investors
California
$4.43M +$2.64M +140,768 New
Invesco
17
Invesco
Georgia
$4.32M -$635K -33,838 -20%
RA
18
Royce & Associates
New York
$3.58M +$818K +43,584 +62%
Northern Trust
19
Northern Trust
Illinois
$2.99M +$87.2K +4,646 +5%
MPI
20
Mairs & Power Inc
Minnesota
$2.89M -$1.4M -74,670 -45%
SSA
21
Schonfeld Strategic Advisors
New York
$2.02M +$80.7K +4,300 +7%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.76M -$184K -9,800 -15%
Millennium Management
23
Millennium Management
New York
$1.67M -$301K -16,069 -23%
N
24
Nuveen
North Carolina
$1.33M – – –
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.27M +$391K +20,842 +107%
1
2 3 4

CVRX Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CVRx (CVRX) for Q4 2023, worth a combined $381M — up 110% from $181M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CVRX positions and 4 closed out — a net gain of 19 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $5.73M. The largest seller was State Street, cutting an estimated $6.02M.

  • 83 institutional investors held CVRx (CVRX) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $381M of CVRx stock for Q4 2023, up 110% quarter-over-quarter.
  • 23 funds opened new CVRx positions in Q4 2023 and 4 closed out, a net change of +19 holders.
  • The largest CVRx buyer in Q4 2023 was Lord, Abbett & Co, an estimated $5.73M added.
  • The largest CVRx seller in Q4 2023 was State Street, an estimated $6.02M sold.

Based on aggregated 13F filings for Q4 2023.