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GeneDx Holdings
WGS

53 hedge funds and large institutions have $50.8M invested in GeneDx Holdings in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

889% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $152K

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 54.93% → 54.11% (-0.82%)

9% less funds holding

Funds holding: 58 → 53 (-5)

39% less capital invested

Capital invested by funds: $83.8M → $50.8M (-$33M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
15
Closed
10
Calls
$1.5M
Puts
$152K
Net Calls
+$1.35M
Net Calls Change
-$1.74M

Top Buyers

1
OIM
Oracle Investment Management
Connecticut
+$705K
2
SCM
Soleus Capital Management
Connecticut
+$384K
3
TMC
Trellus Management Company
Florida
+$301K
4
PFO
Pathstone Family Office
New Jersey
+$216K
5
HighTower Advisors
HighTower Advisors
Illinois
+$161K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.35M
2
Charles Schwab
Charles Schwab
California
-$567K
3
Marshall Wace
Marshall Wace
United Kingdom
-$338K
4
BlackRock
BlackRock
New York
-$161K
5
Citadel Advisors
Citadel Advisors
Florida
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$102K +$153K +28,000 New
WG
27
Winton Group
United Kingdom
$73.3K +$38.3K +6,985 +53%
PCM
28
Prelude Capital Management
New York
$67.7K -$4.38K -800 -4%
Jane Street
29
Jane Street
New York
$64.2K -$21.8K -3,979 -18%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$36.9K -$14.5K -2,637 -21%
TRCT
31
Tower Research Capital (TRC)
New York
$36.7K +$55.3K +10,086 New
TDC
32
Thompson Davis & Co
Virginia
$36.4K +$54.8K +10,000 New
Citadel Advisors
33
Citadel Advisors
Florida
$28.4K -$123K -22,395 -74%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$17.7K +$24.2K +4,410 +963%
Morgan Stanley
35
Morgan Stanley
New York
$13.3K -$34K -6,211 -63%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$7.06K +$10.6K +1,939 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$5K +$5.54K +1,011 +333%
Wells Fargo
38
Wells Fargo
California
$1.93K +$22 +4 +0.8%
VCM
39
Versant Capital Management
Arizona
$1.66K – – –
BL
40
Bleichroeder LP
New York
$1.11K +$5 +1 +0.3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$815 -$2.3K -419 -65%
UBS Group
42
UBS Group
Switzerland
$699 +$1.05K +192 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$459 – – –
Bank of America
44
Bank of America
North Carolina
$255 -$67.9K -12,388 -99%
Citigroup
45
Citigroup
New York
$191 -$88 -16 -24%
S
46
SignatureFD
Georgia
$153 -$2.19K -400 -90%
JP Morgan Chase
47
JP Morgan Chase
New York
$124 -$203 -37 -52%
SHIM
48
Stone House Investment Management
Pennsylvania
$113 – – –
CPG
49
Cornerstone Planning Group
New Jersey
$58 – – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$37 -$71 -13 -57%
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WGS Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q3 2023, worth a combined $50.8M — down 39% from $83.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WGS and 5 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 17 added.

The largest buyer was Oracle Investment Management, adding an estimated $705K. The largest seller was Millennium Management, exiting entirely with an estimated $1.35M sold.

  • 53 institutional investors held GeneDx Holdings (WGS) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $50.8M of GeneDx Holdings stock for Q3 2023, down 39% quarter-over-quarter.
  • 5 funds opened new GeneDx Holdings positions in Q3 2023 and 10 closed out, a net change of -5 holders.
  • The largest GeneDx Holdings buyer in Q3 2023 was Oracle Investment Management, an estimated $705K added.
  • The largest GeneDx Holdings seller in Q3 2023 was Millennium Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2023.