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NVTA

Invitae Corporation

Delisted

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

50 hedge funds and large institutions have $141M invested in Invitae Corporation in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

9% less funds holding

Funds holding: 5550 (-5)

49% less capital invested

Capital invested by funds: $276M → $141M (-$135M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
21
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$47.3M
BA
2
BlackRock Advisors
Delaware
$20.7M +$210 +20 +0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20M +$7.9M +751,227 +37%
BG
4
BlackRock Group
United Kingdom
$7.19M
CCM
5
Camber Capital Management
Massachusetts
$6.46M +$4.14M +394,014 +79%
RG
6
Redmile Group
California
$4.77M +$5.03M +478,905 +264%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.74M -$4.71M -448,366 -41%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.99M +$4.11M +391,308 +242%
RSCM
9
Rock Springs Capital Management
Maryland
$3.68M +$1.16M +110,000 +28%
O
10
OrbiMed
New York
$3.3M
Millennium Management
11
Millennium Management
New York
$3.29M +$1.59M +151,333 +50%
BIM
12
BlackRock Investment Management
Delaware
$2.1M +$50.5K +4,807 +2%
PA
13
Perceptive Advisors
New York
$1.82M -$504K -47,917 -16%
BIT
14
BlackRock Institutional Trust
California
$1.44M +$811K +77,186 +63%
BFA
15
BlackRock Fund Advisors
California
$1.4M -$23.8K -2,264 -1%
EU
16
Emory University
Georgia
$1.25M +$724K +68,882 +66%
DM
17
Deerfield Management
New York
$1.2M
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$960K +$8.01K +762 +0.6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$629K -$128K -12,140 -12%
Morgan Stanley
20
Morgan Stanley
New York
$590K +$849K +80,759 +8,721%
Northern Trust
21
Northern Trust
Illinois
$554K +$96.8K +9,209 +14%
Deutsche Bank
22
Deutsche Bank
Germany
$481K +$166K +15,780 +31%
State Street
23
State Street
Massachusetts
$361K +$2.84K +270 +0.5%
FAM
24
Fred Alger Management
New York
$292K -$126K -12,000 -23%
BlackRock
25
BlackRock
New York
$249K -$72.8K -6,922 -17%

NVTA Hedge Fund Activity: Q3 2015 in Review

50 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q3 2015, worth a combined $141M — down 49% from $276M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NVTA and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 21 added.

The largest buyer was Wellington Management Group, adding an estimated $7.9M. The largest seller was Sectoral Asset Management, exiting entirely with an estimated $13.8M sold.

  • 50 institutional investors held Invitae Corporation (NVTA) as of Q3 2015, down from 55 in Q2 2015.
  • Funds reported $141M of Invitae Corporation stock for Q3 2015, down 49% quarter-over-quarter.
  • 5 funds opened new Invitae Corporation positions in Q3 2015 and 10 closed out, a net change of -5 holders.
  • The largest Invitae Corporation buyer in Q3 2015 was Wellington Management Group, an estimated $7.9M added.
  • The largest Invitae Corporation seller in Q3 2015 was Sectoral Asset Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2015.