LumiraDx Limited Common Shares
LMDX
LMDX was delisted on the 8th of January, 2024.
34 hedge funds and large institutions have $7.2M invested in LumiraDx Limited Common Shares in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 35 → 34 (-1)
51% less capital invested
Capital invested by funds: $14.7M → $7.2M (-$7.47M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
+$161K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$37.1K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$27.3K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$19.6K |
| 5 |
VF
Virtu Financial
New York
|
+$5.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$142K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$38K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$37.9K |
| 4 |
AGM
Alpine Global Management
New York
|
-$29K |
| 5 |
Millennium Management
New York
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
26
Virtu Financial
New York
| $4K | +$5.93K | +15,674 | New |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| $3.03K | – | – | – |
|
28
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.82K | – | – | – |
|
|
OWP
29
Obermeyer Wealth Partners
Aspen,
Colorado
| $2.62K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $1.48K | +$2.38K | +6,300 | New |
|
|
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $1.23K | – | – | – |
|
|
GIA
32
GHP Investment Advisors
Denver,
Colorado
| $47 | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $10 | +$16 | +42 | New |
|
34
Bank of America
Charlotte,
North Carolina
| $6 | – | – | – |
|
|
TSS
35
Two Sigma Securities
New York
| – | -$38K | -79,156 | Closed |
|
36
Renaissance Technologies
New York
| – | -$7K | -13,700 | Closed |
|
|
BFA
37
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$4.65K | -10,000 | Closed |
|
|
CSPIA
38
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$197 | -410 | Closed |
|
LMDX Hedge Fund Activity: Q3 2023 in Review
34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LumiraDx Limited Common Shares (LMDX) for Q3 2023, worth a combined $7.2M — down 51% from $14.7M a quarter earlier.
Fund positioning in LMDX was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was Beacon Investment Advisory Services, adding an estimated $161K. The largest seller was Balyasny Asset Management, cutting an estimated $142K.
- 34 institutional investors held LumiraDx Limited Common Shares (LMDX) as of Q3 2023, down from 35 in Q2 2023.
- Funds reported $7.2M of LumiraDx Limited Common Shares stock for Q3 2023, down 51% quarter-over-quarter.
- 5 funds opened new LumiraDx Limited Common Shares positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest LumiraDx Limited Common Shares buyer in Q3 2023 was Beacon Investment Advisory Services, an estimated $161K added.
- The largest LumiraDx Limited Common Shares seller in Q3 2023 was Balyasny Asset Management, an estimated $142K sold.
Based on aggregated 13F filings for Q3 2023.