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NVTA

Invitae Corporation

Delisted

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

49 hedge funds and large institutions have $159M invested in Invitae Corporation in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

20% more funds holding

Funds holding: 4149 (+8)

26% less capital invested

Capital invested by funds: $215M → $159M (-$55.9M)

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$48.4M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$26.3M -$6.29M -674,982 -16%
CCM
3
Camber Capital Management
Massachusetts
$20.3M
BA
4
BlackRock Advisors
Delaware
$17.5M -$992K -106,417 -4%
BG
5
BlackRock Group
United Kingdom
$6.47M -$568K -60,905 -7%
RSCM
6
Rock Springs Capital Management
Maryland
$6.34M +$987K +105,880 +14%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.71M +$386K +41,420 +7%
BFA
8
BlackRock Fund Advisors
California
$4.31M +$3.69M +395,679 +210%
RG
9
Redmile Group
California
$4.03M -$1.07M -115,190 -17%
O
10
OrbiMed
New York
$3.38M
BIM
11
BlackRock Investment Management
Delaware
$2.62M +$554K +59,453 +20%
BIT
12
BlackRock Institutional Trust
California
$2.33M +$1.09M +117,212 +59%
State Street
13
State Street
Massachusetts
$2.01M +$1.88M +201,995 +288%
Millennium Management
14
Millennium Management
New York
$1.92M +$2.43M +260,250 New
Northern Trust
15
Northern Trust
Illinois
$1.62M +$1.31M +140,609 +178%
RA
16
Royce & Associates
New York
$1.16M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$686K +$98.8K +10,595 +13%
Deutsche Bank
18
Deutsche Bank
Germany
$597K -$96.2K -10,321 -11%
HighTower Advisors
19
HighTower Advisors
Illinois
$565K +$719K +77,164 New
TCIM
20
TIAA CREF Investment Management
New York
$491K +$373K +40,046 +152%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$466K +$276K +29,576 +88%
PC
22
Polar Capital
United Kingdom
$406K +$513K +55,000 New
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$353K +$300K +32,163 +207%
Charles Schwab
24
Charles Schwab
California
$330K +$203K +21,794 +96%
TA
25
Teachers Advisors
New York
$265K +$237K +25,416 +244%

NVTA Hedge Fund Activity: Q2 2016 in Review

49 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q2 2016, worth a combined $159M — down 26% from $215M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NVTA positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.69M. The largest seller was Wellington Management Group, cutting an estimated $6.29M.

  • 49 institutional investors held Invitae Corporation (NVTA) as of Q2 2016, up from 41 in Q1 2016.
  • Funds reported $159M of Invitae Corporation stock for Q2 2016, down 26% quarter-over-quarter.
  • 13 funds opened new Invitae Corporation positions in Q2 2016 and 5 closed out, a net change of +8 holders.
  • The largest Invitae Corporation buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $3.69M added.
  • The largest Invitae Corporation seller in Q2 2016 was Wellington Management Group, an estimated $6.29M sold.

Based on aggregated 13F filings for Q2 2016.