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NVTA

Invitae Corporation

Delisted

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

51 hedge funds and large institutions have $185M invested in Invitae Corporation in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $159M → $185M (+$25.6M)

4% more funds holding

Funds holding: 4951 (+2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
11
Closed
4
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$57.4M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$28.4M -$2.67M -317,429 -9%
CCM
3
Camber Capital Management
Massachusetts
$21.4M -$2.56M -304,500 -11%
BA
4
BlackRock Advisors
Delaware
$19.2M -$1.48M -175,641 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.02M +$2.35M +278,672 +44%
RSCM
6
Rock Springs Capital Management
Maryland
$7.8M +$266K +31,620 +4%
BG
7
BlackRock Group
United Kingdom
$7.28M -$372K -44,186 -5%
BFA
8
BlackRock Fund Advisors
California
$5.53M +$402K +47,782 +8%
RG
9
Redmile Group
California
$4.47M -$291K -34,570 -6%
O
10
OrbiMed
New York
$4M
BIM
11
BlackRock Investment Management
Delaware
$3.1M -$1.09K -130 -0%
BIT
12
BlackRock Institutional Trust
California
$3.1M +$320K +37,988 +12%
State Street
13
State Street
Massachusetts
$2.71M +$314K +37,326 +14%
Northern Trust
14
Northern Trust
Illinois
$2.01M +$84.8K +10,070 +5%
Millennium Management
15
Millennium Management
New York
$1.9M -$363K -43,062 -17%
RA
16
Royce & Associates
New York
$1.37M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.3M +$471K +55,905 +60%
HighTower Advisors
18
HighTower Advisors
Illinois
$840K +$156K +18,578 +24%
Charles Schwab
19
Charles Schwab
California
$683K +$281K +33,391 +75%
Deutsche Bank
20
Deutsche Bank
Germany
$650K -$55.4K -6,577 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$563K +$9.98K +1,186 +2%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$421K +$2.53K +300 +0.6%
PC
23
Polar Capital
United Kingdom
$416K -$63.1K -7,500 -14%
TA
24
Teachers Advisors
New York
$314K
BlackRock
25
BlackRock
New York
$290K +$3.44K +408 +1%

NVTA Hedge Fund Activity: Q3 2016 in Review

51 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q3 2016, worth a combined $185M — up 16% from $159M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NVTA positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.35M. The largest seller was Wellington Management Group, cutting an estimated $2.67M.

  • 51 institutional investors held Invitae Corporation (NVTA) as of Q3 2016, up from 49 in Q2 2016.
  • Funds reported $185M of Invitae Corporation stock for Q3 2016, up 16% quarter-over-quarter.
  • 6 funds opened new Invitae Corporation positions in Q3 2016 and 4 closed out, a net change of +2 holders.
  • The largest Invitae Corporation buyer in Q3 2016 was Vanguard Group, an estimated $2.35M added.
  • The largest Invitae Corporation seller in Q3 2016 was Wellington Management Group, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2016.