NVTA

Invitae Corporation
NVTA

Overview Fund Activity
Delisted

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

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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
Holders
285
Holders Change
+61
Holders Change %
+27.23%
% of All Funds
5.77%
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

Top Buyers

1
AIM
ARK Investment Management
Florida
+$171M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
3
LSCM
Light Street Capital Management
California
+$76.8M
4
Artisan Partners
Artisan Partners
Wisconsin
+$37.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$26.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$79.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.2M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$42.1M
4
NAMA
Nikko Asset Management Americas
New York
-$41.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$297K -$43.4K -1,000 -13%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$291K +$291K +6,710 New
AIM
203
Aigen Investment Management
New York
$287K +$287K +6,632 New
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$282K +$282K +6,500 New
HPC
205
HM Payson & Co
Maine
$279K +$94.9K +2,185 +52%
WA
206
Wealth Architects
California
$265K +$265K +6,121 New
SC
207
Scholtz & Company
Connecticut
$261K +$261K +6,030 New
SW
208
SteelPeak Wealth
California
$260K +$260K +6,009 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$254K – – –
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$245K +$83.4K +1,962 +52%
BAM
211
Belpointe Asset Management
Nevada
$241K +$241K +5,544 New
PA
212
Procyon Advisors
Connecticut
$240K +$260 +6 +0.1%
SI
213
Stephens Inc
Arkansas
$239K +$239K +5,505 New
PFO
214
Pathstone Family Office
New Jersey
$238K – – –
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$237K +$237K +5,473 New
GWM
216
Geneos Wealth Management
Colorado
$233K -$143K -3,200 -38%
SBIA
217
Sheaff Brock Investment Advisors
Indiana
$233K +$233K +5,380 New
Walleye Trading
218
Walleye Trading
New York
$231K +$231K +5,333 New
CL
219
CSS LLC
Illinois
$225K +$225K +5,194 New
PJB
220
Paul John Balson
California
$225K +$225K +5,200 New
PFWA
221
Paces Ferry Wealth Advisors
Georgia
$219K +$219K +5,050 New
KJHP
222
K.J. Harrison & Partners
Ontario, Canada
$217K -$868K -20,000 -80%
WS
223
Wedbush Securities
California
$215K +$215K +4,951 New
EWM
224
Empirical Wealth Management
Washington
$214K +$214K +4,926 New
FAM
225
Formidable Asset Management
Ohio
$212K +$212K +5,000 New
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