We are live on ! Find out more
LMDX

LumiraDx Limited Common Shares

Delisted

LMDX was delisted on the 8th of January, 2024.

35 hedge funds and large institutions have $14.7M invested in LumiraDx Limited Common Shares in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $14.6M → $14.7M (+$121K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less funds holding

Funds holding: 4235 (-7)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
4
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1
Gates Foundation
Washington
$6.86M
SM
2
Senvest Management
New York
$5.09M
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$648K -$89.1K -171,426 -11%
Morgan Stanley
4
Morgan Stanley
New York
$501K -$166K -318,425 -23%
AGM
5
Alpine Global Management
New York
$480K
BIAS
6
Beacon Investment Advisory Services
New Jersey
$293K +$90.8K +174,730 +40%
LP
7
LMR Partners
United Kingdom
$131K
BWA
8
BDO Wealth Advisors
Florida
$89.4K +$12.9K +24,900 +15%
CAG
9
Crestwood Advisors Group
Massachusetts
$66K
CG
10
Colony Group
Massachusetts
$64K +$13.6K +26,070 +24%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$62.4K
LNWWM
12
Laird Norton Wetherby Wealth Management
California
$40.1K
Millennium Management
13
Millennium Management
New York
$39.8K -$21.4K -41,112 -33%
TSS
14
Two Sigma Securities
New York
$38K +$35.2K +67,635 +587%
CT
15
Cambridge Trust
Massachusetts
$36.8K -$9.12K -17,544 -19%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$33.2K
FNC
17
First National Corp
Massachusetts
$28.9K
S
18
SignatureFD
Georgia
$26.4K
AM
19
Account Management
Massachusetts
$25.4K -$2.73K -5,250 -9%
PFO
20
Pathstone Family Office
New Jersey
$22K
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.8K
Mariner
22
Mariner
Kansas
$14.4K
CDH
23
Charles D. Hyman
$14K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$12K
RJA
25
Raymond James & Associates
Florida
$11.5K -$4.61K -8,863 -27%

LMDX Hedge Fund Activity: Q2 2023 in Review

35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LumiraDx Limited Common Shares (LMDX) for Q2 2023, worth a combined $14.7M — up 0.83% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LMDX and 2 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Beacon Investment Advisory Services, adding an estimated $90.8K. The largest seller was Morgan Stanley, cutting an estimated $166K.

  • 35 institutional investors held LumiraDx Limited Common Shares (LMDX) as of Q2 2023, down from 42 in Q1 2023.
  • Funds reported $14.7M of LumiraDx Limited Common Shares stock for Q2 2023, up 0.83% quarter-over-quarter.
  • 2 funds opened new LumiraDx Limited Common Shares positions in Q2 2023 and 9 closed out, a net change of -7 holders.
  • The largest LumiraDx Limited Common Shares buyer in Q2 2023 was Beacon Investment Advisory Services, an estimated $90.8K added.
  • The largest LumiraDx Limited Common Shares seller in Q2 2023 was Morgan Stanley, an estimated $166K sold.

Based on aggregated 13F filings for Q2 2023.