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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
SOW
576
State of Wyoming
Wyoming
$950 -$1.75K -12 -67%
DPW
577
DiNuzzo Private Wealth
Pennsylvania
$950
MG
578
Mather Group
Illinois
$950
CFO
579
CVA Family Office
Colorado
$792
FFO
580
Fortitude Family Office
Arizona
$792
HWA
581
HHM Wealth Advisors
Tennessee
$792 +$728 +5 New
SIC
582
SJS Investment Consulting
Ohio
$634 +$146 +1 +33%
RTC
583
Riverview Trust Company
Washington
$633
AF
584
Advisornet Financial
Minnesota
$475 -$1.89K -13 -81%
APW
585
Aventura Private Wealth
Florida
$475 +$437 +3 New
KBFS
586
Kohmann Bosshard Financial Services
Ohio
$475 +$437 +3 New
PWA
587
Principia Wealth Advisory
Texas
$475 +$437 +3 New
MCM
588
Manchester Capital Management
Vermont
$317
GWP
589
Gen-Wealth Partners
Michigan
$317 +$291 +2 New
WCM
590
WealthTrak Capital Management
Virginia
$317 +$291 +2 New
WWP
591
WR Wealth Planners
Missouri
$317 +$291 +2 New
TFM
592
TFC Financial Management
Massachusetts
$159
GFPC
593
Global Financial Private Client
Florida
$158 +$146 +1 New
HNW
594
High Note Wealth
Minnesota
$158 +$146 +1 New
PWM
595
Parkworth Wealth Management
California
$158 +$146 +1 New
AWM
596
Activest Wealth Management
Florida
$33 -$146 -1 Closed
Artisan Partners
597
Artisan Partners
Wisconsin
-$16.1M -126,648 Closed
SBH
598
Segall Bryant & Hamill
Illinois
-$12.3M -96,996 Closed
CP
599
CenterBook Partners
Connecticut
-$6.79M -53,508 Closed
TG
600
TCW Group
California
-$4.47M -35,246 Closed