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Guardant Health

268 hedge funds and large institutions have $6.03B invested in Guardant Health in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 57

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more capital invested

Capital invested by funds: $4.72B → $6.03B (+$1.31B)

11% more funds holding

Funds holding: 242268 (+26)

2.66% more ownership

Funds ownership: 79.45%82.11% (+2.7%)

37% less call options, than puts

Call options by funds: $47.5M | Put options by funds: $75.9M

Holders
268
Holders Change
+26
Holders Change %
+10.74%
% of All Funds
5.28%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.26%
New
72
Increased
106
Reduced
57
Closed
43
Calls
$47.5M
Puts
$75.9M
Net Calls
-$28.4M
Net Calls Change
-$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$1.79B
Morgan Stanley
2
Morgan Stanley
New York
$401M -$20.9M -290,010 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$318M +$51.2M +711,112 +21%
Viking Global Investors
4
Viking Global Investors
Connecticut
$300M +$69.2M +960,325 +33%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$242M +$77.7M +1,077,872 +53%
BlackRock
6
BlackRock
New York
$223M +$65.9M +914,789 +47%
VS
7
VK Services
California
$209M -$142M -1,968,592 -42%
Jennison Associates
8
Jennison Associates
New York
$208M -$51.4M -713,456 -21%
SUT
9
SC US (TTGP)
California
$182M -$57M -791,386 -25%
Coatue Management
10
Coatue Management
New York
$153M +$83.5M +1,158,897 +146%
AllianceBernstein
11
AllianceBernstein
Tennessee
$127M +$23.8M +330,861 +26%
Temasek Holdings
12
Temasek Holdings
Singapore
$126M
Ameriprise
13
Ameriprise
Minnesota
$112M +$7.06M +97,936 +7%
N
14
Nuveen
North Carolina
$111M -$303K -4,203 -0.3%
FAM
15
Fred Alger Management
New York
$104M +$77.7M +1,077,513 +419%
Capital Research Global Investors
16
Capital Research Global Investors
California
$87.8M +$3.18M +44,061 +4%
Franklin Resources
17
Franklin Resources
California
$72.3M +$18.3M +254,288 +38%
CS
18
Credit Suisse
Switzerland
$58.9M +$12.9M +178,873 +31%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$49.2M +$605K +8,391 +1%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$45.2M +$10.5M +145,085 +33%
Goldman Sachs
21
Goldman Sachs
New York
$43.2M +$6.17M +85,591 +18%
State Street
22
State Street
Massachusetts
$40.9M +$1.51M +20,923 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$35.6M +$1.29M +17,950 +4%
EAM
24
Eagle Asset Management
Florida
$34.1M +$17.3M +239,798 +122%
RG
25
Redmile Group
California
$30.5M +$28.1M +389,700 New

GH Hedge Fund Activity: Q4 2019 in Review

268 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Guardant Health (GH) for Q4 2019, worth a combined $6.03B — up 28% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new GH positions and 43 closed out — a net gain of 29 holders — while 106 added to existing stakes and 57 trimmed.

The largest buyer was Coatue Management, adding an estimated $83.5M. The largest seller was VK Services, cutting an estimated $142M.

  • 268 institutional investors held Guardant Health (GH) as of Q4 2019, up from 242 in Q3 2019.
  • Funds reported $6.03B of Guardant Health stock for Q4 2019, up 28% quarter-over-quarter.
  • 72 funds opened new Guardant Health positions in Q4 2019 and 43 closed out, a net change of +29 holders.
  • The largest Guardant Health buyer in Q4 2019 was Coatue Management, an estimated $83.5M added.
  • The largest Guardant Health seller in Q4 2019 was VK Services, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2019.