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NVTA

Invitae Corporation

Delisted

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

366 hedge funds and large institutions have $6.41B invested in Invitae Corporation in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 150 increasing their positions, 104 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 104

22% more call options, than puts

Call options by funds: $177M | Put options by funds: $146M

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 372366 (-6)

8% less capital invested

Capital invested by funds: $6.97B → $6.41B (-$564M)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
366
Holders Change
-6
Holders Change %
-1.61%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
60
Increased
150
Reduced
104
Closed
66
Calls
$177M
Puts
$146M
Net Calls
+$31.8M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
301
Neo Ivy Capital Management
New York
$47K +$45.3K +1,394 New
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$46K +$228 +7 +0.5%
MA
303
Montag & Associates
Georgia
$46K +$6.21K +191 +16%
HNB
304
Huntington National Bank
Ohio
$41K +$15K +462 +62%
IA
305
IFP Advisors
Florida
$40K -$112K -3,447 -74%
GRP
306
Global Retirement Partners
California
$40K +$22.8K +700 +140%
RA
307
Resolute Advisors
California
$39K
HI
308
Harbour Investments
Wisconsin
$35K +$3.58K +110 +12%
AWA
309
Arkadios Wealth Advisors
Georgia
$34K +$29.7K +912 +730%
SWM
310
Spire Wealth Management
Virginia
$27K -$13K -400 -33%
BWP
311
Baldwin Wealth Partners
Massachusetts
$27K
OCM
312
Orion Capital Management
California
$25K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$25K +$8.13K +250 +50%
PA
314
Parallel Advisors
California
$24K -$2.5K -77 -10%
SIM
315
Sonora Investment Management
Arizona
$24K
IUHSA
316
Itau Unibanco Holding S.A.
Brazil
$24K +$23.2K +712 New
EW
317
Evoke Wealth
California
$23K
SIAP
318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K -$906K -27,860 -98%
TFA
319
Toth Financial Advisory
Virginia
$20K
SB
320
Strategic Blueprint
Georgia
$17K +$16.7K +515 New
GEA
321
Glen Eagle Advisors
New Jersey
$16.7K
BWM
322
BerganKDV Wealth Management
Minnesota
$15K
HI
323
Hudock Inc
Pennsylvania
$15K
TWA
324
TCI Wealth Advisors
Arizona
$14K +$3.19K +98 +30%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K -$9.76K -300 -42%