GeneDx Holdings
48 hedge funds and large institutions have $36.4M invested in GeneDx Holdings in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 12 closing their positions.
5,800% more call options, than puts
Call options by funds: $649K | Put options by funds: $11K
3.01% less ownership
Funds ownership: 54.11% → 51.1% (-3%)
9% less funds holding
Funds holding: 53 → 48 (-5)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
28% less capital invested
Capital invested by funds: $50.8M → $36.4M (-$14.4M)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.64M |
| 2 |
Goldman Sachs
New York
|
+$3.44M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$729K |
| 4 |
Millennium Management
New York
|
+$308K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$143K |
Top Sellers
| 1 |
Marshall Wace
London,
United Kingdom
|
-$2.55M |
| 2 |
CM
Corvex Management
New York
|
-$1.94M |
| 3 |
OIM
Oracle Investment Management
Greenwich,
Connecticut
|
-$1.9M |
| 4 |
SCM
Soleus Capital Management
Greenwich,
Connecticut
|
-$1.68M |
| 5 |
DM
Deerfield Management
New York
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
51
Trexquant Investment
Stamford,
Connecticut
| – | -$166K | -45,532 | Closed |
|
52
Squarepoint
New York
| – | -$140K | -38,403 | Closed |
|
|
WG
53
Winton Group
London,
United Kingdom
| – | -$73.3K | -20,145 | Closed |
|
|
PCM
54
Prelude Capital Management
New York
| – | -$67.7K | -18,591 | Closed |
|
55
Citadel Advisors
Miami,
Florida
| – | -$28.4K | -7,803 | Closed |
|
56
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$7.06K | -1,939 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$699 | -192 | Closed |
|
|
SHIM
58
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$113 | -31 | Closed |
|
|
CPG
59
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$58 | -16 | Closed |
|
WGS Hedge Fund Activity: Q4 2023 in Review
48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q4 2023, worth a combined $36.4M — down 28% from $50.8M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WGS and 10 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $3.64M. The largest seller was Marshall Wace, exiting entirely with an estimated $2.55M sold.
- 48 institutional investors held GeneDx Holdings (WGS) as of Q4 2023, down from 53 in Q3 2023.
- Funds reported $36.4M of GeneDx Holdings stock for Q4 2023, down 28% quarter-over-quarter.
- 10 funds opened new GeneDx Holdings positions in Q4 2023 and 12 closed out, a net change of -2 holders.
- The largest GeneDx Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $3.64M added.
- The largest GeneDx Holdings seller in Q4 2023 was Marshall Wace, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2023.