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Natera
NTRA

318 hedge funds and large institutions have $5.09B invested in Natera in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

4.26% more ownership

Funds ownership: 95.34% → 99.6% (+4.3%)

0% more funds holding

Funds holding: 318 → 318 (0)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

4% less capital invested

Capital invested by funds: $5.3B → $5.09B (-$214M)

6% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 120

39% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $14.1M

Holders
318
Holders Change
–
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
43
Increased
113
Reduced
120
Closed
38
Calls
$8.62M
Puts
$14.1M
Net Calls
-$5.52M
Net Calls Change
-$13.4M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$139M
2
FCM
Farallon Capital Management
California
+$48.6M
3
SC
Samlyn Capital
New York
+$45.7M
4
American Century Companies
American Century Companies
Missouri
+$45.3M
5
Invesco
Invesco
Georgia
+$44.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$44.5M
2
Marshall Wace
Marshall Wace
United Kingdom
-$30.4M
3
EC
Eminence Capital
New York
-$20.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$19.8M
5
FAM
Fred Alger Management
New York
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$4.03K +$4.64K +91 New
NFSG
302
Newbridge Financial Services Group
Florida
$3.81K – – –
JWM
303
Janiczek Wealth Management
Colorado
$3.23K – – –
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$2.96K +$3.42K +67 New
GBT
305
Grove Bank & Trust
Florida
$2.39K +$2.75K +54 New
BIA
306
Bell Investment Advisors
California
$2.26K -$612 -12 -19%
BC
307
Barrett & Company
Rhode Island
$2.21K – – –
FWM
308
Focused Wealth Management
New York
$2.21K – – –
NA
309
NewEdge Advisors
Louisiana
$1.64K – – –
EWA
310
EverSource Wealth Advisors
Alabama
$1.15K +$1.02K +20 +333%
BAAM
311
Baker Avenue Asset Management
California
$1.11K – – –
CAL
312
Capital Advisors Ltd
Ohio
$1K – – –
NS
313
NBC Securities
Alabama
$1K +$1.58K +31 New
FFA
314
Farther Finance Advisors
California
$752 +$561 +11 +183%
MA
315
Montag & Associates
Georgia
$715 +$102 +2 +14%
GRP
316
Global Retirement Partners
California
$518 – – –
MCM
317
Manchester Capital Management
Vermont
$177 – – –
VCM
318
Versant Capital Management
Arizona
$133 – – –
WT
319
Whittier Trust
California
$44 +$51 +1 New
EC
320
Eminence Capital
New York
– -$20.7M -424,451 Closed
Public Sector Pension Investment Board (PSP Investments)
321
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$4.62M -95,000 Closed
IGAM
322
iA Global Asset Management
Quebec, Canada
– -$2.95M -60,577 Closed
CFM
323
Coronation Fund Managers
South Africa
– -$1.38M -28,299 Closed
Calamos Advisors
324
Calamos Advisors
Illinois
– -$1.23M -25,222 Closed
EIM
325
Essex Investment Management
Massachusetts
– -$1.15M -23,602 Closed
11 12
13
14 15

NTRA Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Natera (NTRA) for Q3 2023, worth a combined $5.09B — down 4% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NTRA positions and 38 closed out — a net gain of 5 holders — while 113 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, adding an estimated $139M. The largest seller was Citadel Advisors, cutting an estimated $44.5M.

  • 318 institutional investors held Natera (NTRA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $5.09B of Natera stock for Q3 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Natera positions in Q3 2023 and 38 closed out, a net change of +5 holders.
  • The largest Natera buyer in Q3 2023 was Millennium Management, an estimated $139M added.
  • The largest Natera seller in Q3 2023 was Citadel Advisors, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2023.