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Guardant Health

150 hedge funds and large institutions have $4.63B invested in Guardant Health in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 11

100% more capital invested

Capital invested by funds: $2.32B → $4.63B (+$2.31B)

70% more funds holding

Funds holding: 88150 (+62)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.73% less ownership

Funds ownership: 71.96%70.23% (-1.7%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

46% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $36.6M

Holders
150
Holders Change
+62
Holders Change %
+70.45%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
73
Increased
30
Reduced
37
Closed
11
Calls
$19.8M
Puts
$36.6M
Net Calls
-$16.8M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$2.14B +$113M +2,033,990 +8%
SUT
2
SC US (TTGP)
California
$597M
VS
3
VK Services
California
$548M
Morgan Stanley
4
Morgan Stanley
New York
$147M -$11.3M -203,846 -10%
Temasek Holdings
5
Temasek Holdings
Singapore
$124M
O
6
OrbiMed
New York
$118M
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$107M +$494K +8,916 +0.6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$88.4M +$1.05M +18,893 +2%
BlackRock
9
BlackRock
New York
$86.9M +$1.02M +18,315 +2%
Franklin Resources
10
Franklin Resources
California
$79.4M -$10.2M -183,884 -15%
Jennison Associates
11
Jennison Associates
New York
$52.6M -$8.75M -157,883 -19%
AllianceBernstein
12
AllianceBernstein
Tennessee
$47M -$12.8M -231,643 -27%
Ameriprise
13
Ameriprise
Minnesota
$42.3M +$25.7M +464,153 +527%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$35.6M +$5.68M +102,483 +28%
BAMCO Inc
15
BAMCO Inc
New York
$33.6M -$7M -126,355 -22%
CS
16
Credit Suisse
Switzerland
$33.3M -$467K -8,416 -2%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$29.4M -$8.28M -149,276 -28%
TCIM
18
TIAA CREF Investment Management
New York
$24.6M -$8.76M -158,064 -33%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$23.6M -$8.09M -145,919 -32%
State Street
20
State Street
Massachusetts
$22.2M +$3.77M +67,990 +31%
Goldman Sachs
21
Goldman Sachs
New York
$17.2M -$4.3M -77,488 -26%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.7M -$144K -2,599 -1%
Northern Trust
23
Northern Trust
Illinois
$14.9M +$31.7K +571 +0.3%
RSCM
24
Rock Springs Capital Management
Maryland
$13.8M -$2M -36,000 -17%
TA
25
Teachers Advisors
New York
$12.2M +$2.06M +37,203 +31%

GH Hedge Fund Activity: Q1 2019 in Review

150 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Guardant Health (GH) for Q1 2019, worth a combined $4.63B — up 100% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GH positions and 11 closed out — a net gain of 62 holders — while 30 added to existing stakes and 37 trimmed.

The largest buyer was SB Investment Advisers (UK), adding an estimated $113M. The largest seller was SoftBank Group, exiting entirely with an estimated $76.5M sold.

  • 150 institutional investors held Guardant Health (GH) as of Q1 2019, up from 88 in Q4 2018.
  • Funds reported $4.63B of Guardant Health stock for Q1 2019, up 100% quarter-over-quarter.
  • 73 funds opened new Guardant Health positions in Q1 2019 and 11 closed out, a net change of +62 holders.
  • The largest Guardant Health buyer in Q1 2019 was SB Investment Advisers (UK), an estimated $113M added.
  • The largest Guardant Health seller in Q1 2019 was SoftBank Group, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2019.