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595 hedge funds and large institutions have $19.8B invested in Natera in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 186 increasing their positions, 209 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 37

28% more capital invested

Capital invested by funds: $15.4B → $19.8B (+$4.35B)

21% more funds holding in top 10

Funds holding in top 10: 2429 (+5)

20% more funds holding

Funds holding: 494595 (+101)

3.63% less ownership

Funds ownership: 98.33%94.7% (-3.6%)

11% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 209

17% less call options, than puts

Call options by funds: $136M | Put options by funds: $163M

Holders
595
Holders Change
+101
Holders Change %
+20.45%
% of All Funds
7.84%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.38%
New
146
Increased
186
Reduced
209
Closed
37
Calls
$136M
Puts
$163M
Net Calls
-$27.5M
Net Calls Change
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
526
Blue Trust Inc
Georgia
$47.6K +$30.3K +208 +224%
LSA
527
Leonteq Securities AG
Switzerland
$45.1K -$1.46K -10 -3%
CA
528
Clearstead Advisors
Ohio
$40.7K
OLVIG
529
Oliver Lagore Vanvalin Investment Group
Michigan
$38.6K +$2.04K +14 +6%
CWM
530
Compass Wealth Management
Connecticut
$38K
VCM
531
Versant Capital Management
Arizona
$33.9K +$24.2K +166 +346%
LI
532
LRI Investments
Florida
$28.9K +$26.5K +182 New
CA
533
Continuum Advisory
Idaho
$27.9K -$4.08K -28 -14%
QC
534
Quent Capital
New York
$27.7K -$438K -3,008 -95%
CFGS
535
Concourse Financial Group Securities
Alabama
$27.5K
PTC
536
Private Trust Company
Ohio
$26.3K -$2.19K -15 -8%
OIA
537
Optimum Investment Advisors
Illinois
$23.7K +$21.8K +150 New
HCA
538
Heck Capital Advisors
Wisconsin
$21.5K +$19.8K +136 New
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$20.1K +$2.48K +17 +15%
ADL
540
Asset Dedication LLC
California
$19.5K
TCOV
541
Trust Company of Vermont
Vermont
$18.4K
TH
542
TCTC Holdings
Texas
$17.1K +$15.7K +108 New
LFG
543
Larson Financial Group
Missouri
$16.1K
QL
544
Quarry LP
New York
$16.1K +$14.9K +102 New
RS
545
Rakuten Securities
Japan
$16K -$8.88K -61 -38%
AWM
546
AllSquare Wealth Management
New York
$15.8K
PHK
547
Point72 Hong Kong
Hong Kong
$15.8K +$14.6K +100 New
RS
548
R Squared
Hong Kong
$15.8K +$14.6K +100 New
MA
549
MCF Advisors
Kentucky
$13.5K -$8.01K -55 -39%
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$5.83K +40 +133%