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Guardant Health

416 hedge funds and large institutions have $11B invested in Guardant Health in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 188 increasing their positions, 106 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 106

7% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $88.5M

0% less funds holding

Funds holding: 418416 (-2)

3% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 62

2.39% less ownership

Funds ownership: 90.99%88.6% (-2.4%)

21% less capital invested

Capital invested by funds: $13.9B → $11B (-$2.91B)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
7.24%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
60
Increased
188
Reduced
106
Closed
62
Calls
$94.9M
Puts
$88.5M
Net Calls
+$6.38M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B +$65.5M +486,607 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$700M -$143M -1,061,463 -16%
BlackRock
3
BlackRock
New York
$686M +$16.3M +121,224 +2%
Viking Global Investors
4
Viking Global Investors
Connecticut
$529M +$180M +1,338,140 +46%
Morgan Stanley
5
Morgan Stanley
New York
$527M -$24.3M -180,312 -4%
ClearBridge Investments
6
ClearBridge Investments
New York
$423M +$47.5M +352,823 +12%
FAM
7
Fred Alger Management
New York
$348M +$22.5M +167,305 +6%
Coatue Management
8
Coatue Management
New York
$330M +$86.5M +642,750 +32%
Capital Research Global Investors
9
Capital Research Global Investors
California
$268M +$16.3M +120,975 +6%
N
10
Nuveen
North Carolina
$264M -$24.1M -179,459 -8%
Capital International Investors
11
Capital International Investors
California
$248M +$28.7M +213,308 +12%
CS
12
Credit Suisse
Switzerland
$222M +$4.35M +32,313 +2%
Franklin Resources
13
Franklin Resources
California
$214M -$12.2M -91,066 -5%
Temasek Holdings
14
Temasek Holdings
Singapore
$200M
Goldman Sachs
15
Goldman Sachs
New York
$198M +$28.3M +210,594 +15%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$196M +$5.17M +38,411 +2%
Wells Fargo
17
Wells Fargo
California
$170M -$6.53M -48,528 -3%
State Street
18
State Street
Massachusetts
$157M +$36.2M +269,276 +27%
O
19
OrbiMed
New York
$152M +$33.6M +250,000 +26%
Bank of America
20
Bank of America
North Carolina
$150M +$20.1M +149,523 +14%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$147M +$8.41M +62,540 +6%
BAMCO Inc
22
BAMCO Inc
New York
$142M +$31.1K +231 +0%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$135M +$2.49M +18,487 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$129M -$3.3M -24,534 -2%
RI
25
RTW Investments
New York
$114M +$41.5M +308,479 +51%

GH Hedge Fund Activity: Q2 2021 in Review

416 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Guardant Health (GH) for Q2 2021, worth a combined $11B — down 21% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of GH and 60 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 188 added.

The largest buyer was Viking Global Investors, adding an estimated $180M. The largest seller was SB Investment Advisers (UK), cutting an estimated $750M.

  • 416 institutional investors held Guardant Health (GH) as of Q2 2021, down from 418 in Q1 2021.
  • Funds reported $11B of Guardant Health stock for Q2 2021, down 21% quarter-over-quarter.
  • 60 funds opened new Guardant Health positions in Q2 2021 and 62 closed out, a net change of -2 holders.
  • The largest Guardant Health buyer in Q2 2021 was Viking Global Investors, an estimated $180M added.
  • The largest Guardant Health seller in Q2 2021 was SB Investment Advisers (UK), an estimated $750M sold.

Based on aggregated 13F filings for Q2 2021.