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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
ED
51
Exane Derivatives
France
$174K +$185K +355 New
EAM
52
Exos Asset Management
New York
$168K -$10.4K -20 -6%
IWM
53
IHT Wealth Management
Illinois
$163K +$173K +332 New
LWM
54
Laidlaw Wealth Management
New York
$159K +$168K +323 New
FIA
55
FNY Investment Advisers
New York
$74K +$79K +152 New
Wells Fargo
56
Wells Fargo
California
$62K +$65K +125 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$45K +$46.8K +90 New
VCM
58
Versant Capital Management
Arizona
$45K +$47.3K +91 New
UBS Group
59
UBS Group
Switzerland
$30K +$31.7K +61 New
PA
60
Parallel Advisors
California
$28K +$29.6K +57 New
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.93K +$9.36K +18 New
VFA
62
Valeo Financial Advisors
Indiana
$7K +$7.8K +15 New
TFS
63
TrustCore Financial Services
Tennessee
$3K +$3.12K +6 New
TRCT
64
Tower Research Capital (TRC)
New York
$2K -$5.72K -11 -73%
Osaic Holdings
65
Osaic Holdings
Arizona
$2K +$1.56K +3 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1K +$1.56K +3 New
LA
67
Linden Advisors
New York
– -$23.2M -63,639 Closed
TCIM
68
TOMS Capital Investment Management
New York
– -$11.7M -32,106 Closed
MCM
69
Moore Capital Management
New York
– -$11M -30,303 Closed
SRCM
70
Sage Rock Capital Management
New York
– -$6.57M -18,035 Closed
GL
71
Governors Lane
New York
– -$5.52M -15,152 Closed
MC
72
Maverick Capital
Texas
– -$5.39M -14,800 Closed
RCM
73
Radcliffe Capital Management
Pennsylvania
– -$4.44M -12,182 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$4.43M -12,152 Closed
MIM
75
Monashee Investment Management
Massachusetts
– -$4.42M -12,121 Closed
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.