NVTA

Invitae Corporation
NVTA

Overview Fund Activity
Delisted

NVTA was delisted on the 5th of February, 2024.

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350 hedge funds and large institutions have $7.25B invested in Invitae Corporation in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 140 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+65
Holders Change %
+22.81%
% of All Funds
6.21%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
99
Increased
140
Reduced
74
Closed
34
Calls
$280M
Puts
$282M
Net Calls
-$2.09M
Net Calls Change
-$62.8M

Top Buyers

1
PA
Perceptive Advisors
New York
+$305M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$253M
3
RG
Redmile Group
California
+$212M
4
BBA
Baker Bros. Advisors
New York
+$159M
5
CC
Casdin Capital
New York
+$136M

Top Sellers

1
LSCM
Light Street Capital Management
California
-$76.8M
2
AIM
ARK Investment Management
Florida
-$31.5M
3
FCM
Farallon Capital Management
California
-$25.7M
4
Victory Capital Management
Victory Capital Management
Texas
-$25.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Aries Wealth Management
Maine
$205K +$205K +4,000 New
EWM
277
Empirical Wealth Management
Washington
$204K -$2.09K -50 -1%
EI
278
Ellevest Inc
New York
$193K +$190K +4,540 +6,580%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$191K +$67K +1,604 +54%
VFA
280
Valeo Financial Advisors
Indiana
$190K +$8.98K +215 +5%
GWM
281
Geneos Wealth Management
Colorado
$180K +$3.25K +96 +2%
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$171K +$7.92K +190 +5%
SGAM
283
Smith Group Asset Management
Texas
$168K – – –
AFG
284
Albion Financial Group
Utah
$159K +$159K +3,800 New
SAS
285
Stelac Advisory Services
New York
$155K +$155K +3,718 New
CIP
286
Convergence Investment Partners
Florida
$147K +$147K +3,525 New
SFS
287
Sowell Financial Services
Arkansas
$145K +$121K +2,896 +515%
S
288
SignatureFD
Georgia
$118K – – –
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$112K +$97K +2,351 +648%
ETC
290
Exchange Traded Concepts
Oklahoma
$108K -$558K -13,377 -84%
CFD
291
Creative Financial Designs
Indiana
$103K -$12.6K -300 -11%
Pacer Advisors
292
Pacer Advisors
Pennsylvania
$97K -$174K -4,170 -64%
WEC
293
Winslow Evans & Crocker
Massachusetts
$91K +$62.9K +1,500 +224%
SPIA
294
Steward Partners Investment Advisory
New York
$91K +$84.1K +2,000 +1,212%
MA
295
Montag & Associates
Georgia
$77K +$77K +1,846 New
HFM
296
Harvest Fund Management
China
$71K -$29.9K -725 -30%
BEI
297
Benjamin Edwards Inc
Missouri
$61K -$26.6K -635 -30%
BAMCO Inc
298
BAMCO Inc
New York
$59K – – –
PWM
299
Perigon Wealth Management
California
$59K +$59K +1,403 New
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$55K +$55K +1,315 New
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