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 $5.77B invested in Invitae Corporation in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 144 increasing their positions, 99 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-15
Holders Change %
-4.11%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
50
Increased
144
Reduced
99
Closed
63
Calls
$105M
Puts
$132M
Net Calls
-$27.5M
Net Calls Change
-$59.3M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$128M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$125M
3
NAMA
Nikko Asset Management Americas
New York
+$64.7M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$63.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$39M

Top Sellers

1
LSCM
Light Street Capital Management
California
-$60.8M
2
SCM
Suvretta Capital Management
New York
-$58M
3
BlackRock
BlackRock
New York
-$29.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$29.7M
5
PA
Perceptive Advisors
New York
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
301
BerganKDV Wealth Management
Minnesota
$13K – – –
SWM
302
Spire Wealth Management
Virginia
$12K -$11.7K -398 -49%
SIC
303
Salem Investment Counselors
North Carolina
$12K +$12K +435 New
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K – – –
TFA
305
Toth Financial Advisory
Virginia
$11K -$5.71K -200 -34%
IA
306
IFP Advisors
Florida
$9K -$41K -1,002 -82%
NL
307
NVWM LLC
Pennsylvania
$9K – – –
HWA
308
HHM Wealth Advisors
Tennessee
$9K +$6.75K +225 +300%
LWP
309
Lumature Wealth Partners
Georgia
$9K +$9K +300 New
WIM
310
Westside Investment Management
California
$8.62K – – –
TWA
311
TCI Wealth Advisors
Arizona
$8K -$3.83K -138 -32%
ADL
312
Asset Dedication LLC
California
$8K – – –
PWA
313
Phoenix Wealth Advisors
North Carolina
$7K -$395K -14,005 -98%
CFD
314
Creative Financial Designs
Indiana
$7K -$45.8K -1,700 -87%
GWS
315
Glassman Wealth Services
Virginia
$7K – – –
HWM
316
HighMark Wealth Management
Minnesota
$7K +$798 +30 +13%
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$4.29K +150 +158%
BIA
318
Bell Investment Advisors
California
$7K +$7K +232 New
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$6.54K +$6.54K +230 New
DFCM
320
Dark Forest Capital Management
Puerto Rico
$6K -$134K -4,701 -96%
AWA
321
Arkadios Wealth Advisors
Georgia
$6K -$20.3K -800 -77%
GWSG
322
GPS Wealth Strategies Group
Colorado
$6K – – –
BCA
323
Berman Capital Advisors
Georgia
$6K +$2.3K +93 +62%
MS
324
Mizuho Securities
Japan
$5K +$148 +5 +3%
SGAM
325
Smith Group Asset Management
Texas
$4K – – –
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