NVTA

Invitae Corporation
NVTA

Overview Fund Activity
Delisted

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

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190 hedge funds and large institutions have $1.6B invested in Invitae Corporation in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
42
Increased
72
Reduced
53
Closed
28
Calls
$16.5M
Puts
$28.4M
Net Calls
-$11.9M
Net Calls Change
+$2.79M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$45.7M
2
NAMA
Nikko Asset Management Americas
New York
+$44.5M
3
AIM
ARK Investment Management
Florida
+$43M
4
State Street
State Street
Massachusetts
+$21.3M
5
ClearBridge Investments
ClearBridge Investments
New York
+$16.3M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.8M
2
Wells Fargo
Wells Fargo
California
-$20.4M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$15.7M
4
PA
Perceptive Advisors
New York
-$13.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
151
HM Payson & Co
Maine
$70K +$70K +4,339 New
ETC
152
Exchange Traded Concepts
Oklahoma
$66K +$66K +4,091 New
PCM
153
Pinz Capital Management
New York
$57K +$57K +3,540 New
SGAM
154
Smith Group Asset Management
Texas
$56K – – –
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$33K – – –
S
156
SignatureFD
Georgia
$32K – – –
CFG
157
Citizens Financial Group
Rhode Island
$27K +$27K +1,698 New
CHAM
158
Clear Harbor Asset Management
Connecticut
$26.6K +$26.6K +1,648 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$24K -$238K -14,851 -91%
BEI
160
Benjamin Edwards Inc
Missouri
$24K +$9.02K +568 +60%
CAC
161
Certified Advisory Corp
Florida
$21K – – –
FMTCOCP
162
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K +$21K +1,330 New
EWM
163
Edge Wealth Management
New York
$20K +$8K +500 +67%
PA
164
Parallel Advisors
California
$17K – – –
APA
165
American Portfolios Advisors
New York
$16.6K +$516 +32 +3%
WEC
166
Winslow Evans & Crocker
Massachusetts
$12K +$3.05K +170 +34%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$10K – – –
GEA
168
Glen Eagle Advisors
New Jersey
$8.07K +$8.07K +500 New
NFG
169
Next Financial Group
Texas
$8K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$7K -$1.15K -71 -14%
TCOV
171
Trust Company of Vermont
Vermont
$6K – – –
Lazard Asset Management
172
Lazard Asset Management
New York
$5K -$3.83K -250 -43%
GWMIA
173
Global Wealth Management Investment Advisory
Florida
$5K – – –
AF
174
Advisornet Financial
Minnesota
$5K +$5K +325 New
TI
175
tru Independence
Oregon
$4K +$4K +325 New
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7
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