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GeneDx Holdings
WGS

67 hedge funds and large institutions have $403M invested in GeneDx Holdings in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.98M

105% more capital invested

Capital invested by funds: $197M → $403M (+$206M)

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

46% more funds holding

Funds holding: 46 → 67 (+21)

0.64% more ownership

Funds ownership: 1.26% → 1.9% (+0.64%)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
67
Holders Change
+21
Holders Change %
+45.65%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
2
Reduced
9
Closed
34
Calls
$13.7M
Puts
$1.98M
Net Calls
+$11.7M
Net Calls Change
+$11.5M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$66.7M
2
SM
SB Management
United Arab Emirates
+$53.3M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$36.4M
4
Marshall Wace
Marshall Wace
United Kingdom
+$32.1M
5
SHCM
Sachem Head Capital Management
New York
+$23.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$27.3M
2
LA
Linden Advisors
New York
-$23.2M
3
HighTower Advisors
HighTower Advisors
Illinois
-$13.8M
4
Blackstone Inc
Blackstone Inc
New York
-$13.5M
5
CCA
Castle Creek Arbitrage
Colorado
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Perceptive Advisors
New York
$1.89M +$2M +3,848 New
Wellington Management Group
27
Wellington Management Group
Massachusetts
$1.83M +$1.93M +3,718 New
Swedbank
28
Swedbank
Sweden
$1.64M +$1.73M +3,333 New
ACM
29
Altium Capital Management
New York
$1.49M +$1.58M +3,030 New
BL
30
Bleichroeder LP
New York
$1.49M +$1.58M +3,030 New
MA
31
MYDA Advisors
New York
$1.49M +$1.58M +3,030 New
Millennium Management
32
Millennium Management
New York
$1.38M -$27.3M -52,501 -95%
Morgan Stanley
33
Morgan Stanley
New York
$1.3M +$771K +1,482 +127%
EWA
34
Evolution Wealth Advisors
Florida
$1.29M – – –
NM
35
Newtyn Management
New York
$1.24M +$1.31M +2,515 New
AGM
36
Alpine Global Management
New York
$892K +$943K +1,814 New
HighTower Advisors
37
HighTower Advisors
Illinois
$703K -$13.8M -26,547 -95%
SG Americas Securities
38
SG Americas Securities
New York
$593K +$628K +1,207 New
Creative Planning
39
Creative Planning
Kansas
$530K +$561K +1,078 New
DAM
40
Deltec Asset Management
New York
$516K -$368K -707 -40%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$372K +$394K +758 New
Geode Capital Management
42
Geode Capital Management
Massachusetts
$362K +$383K +737 New
Citadel Advisors
43
Citadel Advisors
Florida
$355K +$376K +723 New
SC
44
Shay Capital
New York
$298K +$315K +606 New
SFM
45
Sphera Funds Management
Israel
$298K +$315K +606 New
PCM
46
Penserra Capital Management
California
$260K +$276K +531 New
HF
47
HRT Financial
New York
$234K +$249K +478 New
Natixis Advisors
48
Natixis Advisors
Massachusetts
$219K +$232K +447 New
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$195K +$206K +397 New
ACM
50
Adalta Capital Management
New York
$194K +$205K +394 New
1
2
3 4 5

WGS Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q1 2021, worth a combined $403M — up 105% from $197M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WGS positions and 34 closed out — a net gain of 21 holders — while 2 added to existing stakes and 9 trimmed.

The largest buyer was ARK Investment Management, opening a new position worth an estimated $66.7M. The largest seller was Millennium Management, cutting an estimated $27.3M.

  • 67 institutional investors held GeneDx Holdings (WGS) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $403M of GeneDx Holdings stock for Q1 2021, up 105% quarter-over-quarter.
  • 55 funds opened new GeneDx Holdings positions in Q1 2021 and 34 closed out, a net change of +21 holders.
  • The largest GeneDx Holdings buyer in Q1 2021 was ARK Investment Management, an estimated $66.7M added.
  • The largest GeneDx Holdings seller in Q1 2021 was Millennium Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2021.