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NVTA

Invitae Corporation
NVTA

Delisted

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

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19 hedge funds and large institutions have $1.49K invested in Invitae Corporation in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

49% less funds holding

Funds holding: 37 → 19 (-18)

85% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 20

98% less capital invested

Capital invested by funds: $63K → $1.49K (-$61.6K)

Holders
19
Holders Change
-18
Holders Change %
-48.65%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWMG
Redwood Wealth Management Group
New Jersey
+$254
2
MCM
MAI Capital Management
Ohio
+$90

Top Sellers

Rank Fund Capital Flow
1
SOW
State of Wyoming
Wyoming
-$40.2K
2
Goldman Sachs
Goldman Sachs
New York
-$9.92K
3
GAA
Green Alpha Advisors
Colorado
-$4.95K
4
LC
Longitude (Cayman)
Cayman Islands
-$2.37K
5
CW
CreativeOne Wealth
Kansas
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$630 – – –
RWMG
2
Redwood Wealth Management Group
New Jersey
$254 +$254 +28,205 New
SB
3
Strategic Blueprint
Georgia
$252 -$3 -300 -1%
ATC
4
Adirondack Trust Company
New York
$125 – – –
LC
5
Lindbrook Capital
California
$90 – – –
MCM
6
MAI Capital Management
Ohio
$90 +$90 +10,000 New
PA
7
Parallel Advisors
California
$38 – – –
KA
8
Kozak & Associates
Colorado
$2 – – –
CMBA
9
C.M. Bidwell & Associates
Hawaii
$1 – – –
GWP
10
Gen-Wealth Partners
Michigan
$1 – – –
SS
11
Sunbelt Securities
Texas
$1 – – –
EWA
12
EverSource Wealth Advisors
Alabama
$1 – +43 +3%
SOW
13
State of Wyoming
Wyoming
– -$40.2K -3,650,491 Closed
Goldman Sachs
14
Goldman Sachs
New York
– -$9.92K -902,109 Closed
GAA
15
Green Alpha Advisors
Colorado
– -$4.95K -450,148 Closed
LC
16
Longitude (Cayman)
Cayman Islands
– -$2.37K -215,000 Closed
XT
17
XTX Topco
Cayman Islands
– -$944 -85,861 Closed
CW
18
CreativeOne Wealth
Kansas
– -$1K -58,064 Closed
AF
19
Advisornet Financial
Minnesota
– -$550 -50,000 Closed
Barclays
20
Barclays
United Kingdom
– -$409 -37,151 Closed
CF
21
Cantor Fitzgerald
New York
– -$480 -30,000 Closed
FWIA
22
Fort Washington Investment Advisors
Ohio
– -$292 -26,554 Closed
PS
23
PayPay Securities
Japan
– -$190 -17,314 Closed
OA
24
Operose Advisors
Wisconsin
– -$44 -4,000 Closed
SPIA
25
Steward Partners Investment Advisory
New York
– -$22 -2,015 Closed
1
2

NVTA Hedge Fund Activity: Q2 2024 in Review

19 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invitae Corporation (NVTA) for Q2 2024, worth a combined $1.49K — down 98% from $63K a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NVTA and 3 opened new positions — a net loss of 17 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Redwood Wealth Management Group, opening a new position worth an estimated $254. The largest seller was State of Wyoming, exiting entirely with an estimated $40.2K sold.

  • 19 institutional investors held Invitae Corporation (NVTA) as of Q2 2024, down from 37 in Q1 2024.
  • Funds reported $1.49K of Invitae Corporation stock for Q2 2024, down 98% quarter-over-quarter.
  • 3 funds opened new Invitae Corporation positions in Q2 2024 and 20 closed out, a net change of -17 holders.
  • The largest Invitae Corporation buyer in Q2 2024 was Redwood Wealth Management Group, an estimated $254 added.
  • The largest Invitae Corporation seller in Q2 2024 was State of Wyoming, an estimated $40.2K sold.

Based on aggregated 13F filings for Q2 2024.