We are live on ! Find out more
NVTA

Invitae Corporation

Delisted

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

94 hedge funds and large institutions have $221M invested in Invitae Corporation in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

90% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $734K

5% less funds holding

Funds holding: 9994 (-5)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

35% less capital invested

Capital invested by funds: $341M → $221M (-$120M)

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
38
Reduced
16
Closed
24
Calls
$1.4M
Puts
$734K
Net Calls
+$662K
Net Calls Change
-$699K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$41K +$15.4K +2,160 +32%
JP Morgan Chase
77
JP Morgan Chase
New York
$40K -$4.38K -614 -7%
Legal & General Group
78
Legal & General Group
United Kingdom
$34K -$26K -3,641 -33%
Citigroup
79
Citigroup
New York
$25K +$35.8K +5,017 +1,382%
Simplex Trading
80
Simplex Trading
Illinois
$22K +$34.3K +4,804 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$19K +$11.5K +1,615 +66%
AIP
82
Ameritas Investment Partners
Nebraska
$16K
Canada Life
83
Canada Life
Manitoba, Canada
$14K
WEC
84
Winslow Evans & Crocker
Massachusetts
$11.7K
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$11K
IWM
86
IHT Wealth Management
Illinois
$7K +$10.7K +1,500 New
GWM
87
Geneos Wealth Management
Colorado
$3K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$3K
BWA
89
BDO Wealth Advisors
Florida
$2K +$357 +50 +14%
TCOV
90
Trust Company of Vermont
Vermont
$2K +$2.85K +400 New
WA
91
WealthTrust-Arizona
Arizona
$2K +$2.85K +400 +400%
GEA
92
Glen Eagle Advisors
New Jersey
$1.41K +$2.14K +300 New
PWAM
93
Park West Asset Management
California
-$23.9M -2,633,910 Closed
CCM
94
Camber Capital Management
Massachusetts
-$21.8M -2,398,123 Closed
ACM
95
Asymmetry Capital Management
California
-$1.97M -216,687 Closed
PWP
96
Private Wealth Partners
California
-$1.56M -171,500 Closed
ACP
97
Acuta Capital Partners
California
-$1.38M -152,300 Closed
SLG
98
Stanley-Laman Group
Pennsylvania
-$1.05M -116,124 Closed
PCM
99
Prelude Capital Management
New York
-$1.03M -113,542 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
-$870K -95,808 Closed

NVTA Hedge Fund Activity: Q1 2018 in Review

94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q1 2018, worth a combined $221M — down 35% from $341M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVTA and 20 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 38 added.

The largest buyer was Wellington Management Group, adding an estimated $35.6M. The largest seller was Park West Asset Management, exiting entirely with an estimated $23.9M sold.

  • 94 institutional investors held Invitae Corporation (NVTA) as of Q1 2018, down from 99 in Q4 2017.
  • Funds reported $221M of Invitae Corporation stock for Q1 2018, down 35% quarter-over-quarter.
  • 20 funds opened new Invitae Corporation positions in Q1 2018 and 24 closed out, a net change of -4 holders.
  • The largest Invitae Corporation buyer in Q1 2018 was Wellington Management Group, an estimated $35.6M added.
  • The largest Invitae Corporation seller in Q1 2018 was Park West Asset Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2018.