We are live on ! Find out more
NVTA

Invitae Corporation

Delisted

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

372 hedge funds and large institutions have $6.97B invested in Invitae Corporation in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

42% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 104

6% more funds holding

Funds holding: 351372 (+21)

5% more call options, than puts

Call options by funds: $198M | Put options by funds: $189M

4% less capital invested

Capital invested by funds: $7.25B → $6.97B (-$280M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
372
Holders Change
+21
Holders Change %
+5.98%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
83
Increased
148
Reduced
104
Closed
56
Calls
$198M
Puts
$189M
Net Calls
+$9.69M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
276
Navellier & Associates
Nevada
$224K -$1.5K -33 -0.6%
AIC
277
Ameritas Investment Company
Nebraska
$222K +$264K +5,801 New
CCM
278
Canal Capital Management
Virginia
$212K +$252K +5,554 New
SBIA
279
Sheaff Brock Investment Advisors
Indiana
$206K
Bank of Nova Scotia
280
Bank of Nova Scotia
Ontario, Canada
$203K +$243K +5,350 New
GSC
281
Ground Swell Capital
South Carolina
$200K +$238K +5,235 New
HPC
282
HM Payson & Co
Maine
$190K
GWM
283
Geneos Wealth Management
Colorado
$185K +$45 +1 +0%
IA
284
IFP Advisors
Florida
$181K +$176K +3,878 +490%
EI
285
Ellevest Inc
New York
$177K +$682 +15 +0.3%
VFA
286
Valeo Financial Advisors
Indiana
$177K +$3.46K +76 +2%
SAS
287
Stelac Advisory Services
New York
$142K
SPIA
288
Steward Partners Investment Advisory
New York
$132K +$59K +1,298 +60%
CWP
289
Concord Wealth Partners
Virginia
$130K +$149K +3,267 +2,238%
S
290
SignatureFD
Georgia
$116K +$8.96K +197 +7%
KBC Group
291
KBC Group
Belgium
$92K
SFS
292
Sowell Financial Services
Arkansas
$85K -$26.1K -575 -17%
Twin Tree Management
293
Twin Tree Management
Texas
$82K -$616K -13,541 -86%
LSA
294
Leonteq Securities AG
Switzerland
$80.3K +$50.1K +1,102 +110%
AF
295
Advisornet Financial
Minnesota
$78K +$81.8K +1,800 +766%
CFD
296
Creative Financial Designs
Indiana
$75K -$22.7K -500 -20%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$70K -$22.8K -502 -22%
ACM
298
Allred Capital Management
Texas
$65.9K +$78.4K +1,725 New
First Manhattan
299
First Manhattan
New York
$64K +$77.3K +1,700 New
BEI
300
Benjamin Edwards Inc
Missouri
$57K +$1.5K +33 +2%

NVTA Hedge Fund Activity: Q1 2021 in Review

372 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q1 2021, worth a combined $6.97B — down 3.9% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new NVTA positions and 56 closed out — a net gain of 27 holders — while 148 added to existing stakes and 104 trimmed.

The largest buyer was Nikko Asset Management Americas, adding an estimated $109M. The largest seller was ARK Investment Management, cutting an estimated $137M.

  • 372 institutional investors held Invitae Corporation (NVTA) as of Q1 2021, up from 351 in Q4 2020.
  • Funds reported $6.97B of Invitae Corporation stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 83 funds opened new Invitae Corporation positions in Q1 2021 and 56 closed out, a net change of +27 holders.
  • The largest Invitae Corporation buyer in Q1 2021 was Nikko Asset Management Americas, an estimated $109M added.
  • The largest Invitae Corporation seller in Q1 2021 was ARK Investment Management, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2021.