Invitae Corporation
NVTA
NVTA was delisted on the 5th of February, 2024.
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.
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
36% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 53
4% more funds holding
Funds holding: 183 → 190 (+7)
9% less capital invested
Capital invested by funds: $1.76B → $1.6B (-$160M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
42% less call options, than puts
Call options by funds: $16.5M | Put options by funds: $28.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$50.1M |
| 2 |
NAMA
Nikko Asset Management Americas
New York
|
+$48.8M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$47.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$23.3M |
| 5 |
ClearBridge Investments
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$22.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.3M |
| 4 |
PA
Perceptive Advisors
New York
|
-$15.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.7M |
NVTA Hedge Fund Activity: Q4 2019 in Review
190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q4 2019, worth a combined $1.6B — down 9.1% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new NVTA positions and 28 closed out — a net gain of 14 holders — while 72 added to existing stakes and 53 trimmed.
The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $50.1M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $28.8M sold.
- 190 institutional investors held Invitae Corporation (NVTA) as of Q4 2019, up from 183 in Q3 2019.
- Funds reported $1.6B of Invitae Corporation stock for Q4 2019, down 9.1% quarter-over-quarter.
- 42 funds opened new Invitae Corporation positions in Q4 2019 and 28 closed out, a net change of +14 holders.
- The largest Invitae Corporation buyer in Q4 2019 was Sumitomo Mitsui Trust Group, an estimated $50.1M added.
- The largest Invitae Corporation seller in Q4 2019 was Lord, Abbett & Co, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2019.