We are live on ! Find out more
NVTA

Invitae Corporation

Delisted

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

285 hedge funds and large institutions have $6.1B invested in Invitae Corporation in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 22

58% more call options, than puts

Call options by funds: $165M | Put options by funds: $104M

53% more capital invested

Capital invested by funds: $3.98B → $6.1B (+$2.12B)

27% more funds holding

Funds holding: 224285 (+61)

20% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
285
Holders Change
+61
Holders Change %
+27.23%
% of All Funds
5.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
85
Increased
91
Reduced
76
Closed
22
Calls
$165M
Puts
$104M
Net Calls
+$60.7M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$1.18M +$101K +2,956 +12%
BAM
127
Bullseye Asset Management
Colorado
$1.13M -$1.06K -31 -0.1%
AG
128
Aperio Group
California
$1.13M +$167K +4,908 +23%
FA
129
FDx Advisors
Illinois
$1.11M +$405K +11,858 +86%
AI
130
Atom Investors
Texas
$1.09M +$859K +25,161 New
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$1.08M +$379K +11,120 +80%
Federated Hermes
132
Federated Hermes
Pennsylvania
$1.07M +$845K +24,779 New
Stifel Financial
133
Stifel Financial
Missouri
$1.07M -$203K -5,940 -19%
IWM
134
IHT Wealth Management
Illinois
$1.01M +$796K +23,330 New
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$1.01M
JF
136
Jump Financial
Illinois
$1.01M +$792K +23,200 New
RA
137
RFG Advisory
Alabama
$955K +$275K +8,050 +58%
CAN
138
Claraphi Advisory Network
United States
$931K +$190K +5,557 +35%
CIP
139
Chartwell Investment Partners
Pennsylvania
$892K +$702K +20,574 New
GT
140
Glenmede Trust
Pennsylvania
$880K +$218K +6,396 +46%
AQR Capital Management
141
AQR Capital Management
Connecticut
$876K +$689K +20,207 New
RJFSA
142
Raymond James Financial Services Advisors
Florida
$867K -$396K -11,616 -37%
SO
143
STRS Ohio
Ohio
$827K +$160K +4,700 +33%
PAG
144
Private Advisor Group
New Jersey
$788K -$92.8K -2,721 -13%
AB
145
Amalgamated Bank
New York
$778K -$17.9K -525 -3%
MFG
146
Merit Financial Group
Georgia
$772K +$14.3K +420 +2%
DCM
147
Dupont Capital Management
Delaware
$765K -$364K -10,681 -38%
APA
148
American Portfolios Advisors
New York
$761K +$293K +8,600 +96%
AWM
149
Avitas Wealth Management
California
$735K -$178K -5,216 -24%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$724K +$113K +3,317 +25%

NVTA Hedge Fund Activity: Q3 2020 in Review

285 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q3 2020, worth a combined $6.1B — up 53% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NVTA positions and 22 closed out — a net gain of 63 holders — while 91 added to existing stakes and 76 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $134M. The largest seller was State Street, cutting an estimated $62.5M.

  • 285 institutional investors held Invitae Corporation (NVTA) as of Q3 2020, up from 224 in Q2 2020.
  • Funds reported $6.1B of Invitae Corporation stock for Q3 2020, up 53% quarter-over-quarter.
  • 85 funds opened new Invitae Corporation positions in Q3 2020 and 22 closed out, a net change of +63 holders.
  • The largest Invitae Corporation buyer in Q3 2020 was ARK Investment Management, an estimated $134M added.
  • The largest Invitae Corporation seller in Q3 2020 was State Street, an estimated $62.5M sold.

Based on aggregated 13F filings for Q3 2020.