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GeneDx Holdings

136 hedge funds and large institutions have $799M invested in GeneDx Holdings in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 6

88% more capital invested

Capital invested by funds: $426M → $799M (+$374M)

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

58% more funds holding

Funds holding: 86136 (+50)

7.64% more ownership

Funds ownership: 62.27%69.91% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

38% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $6.99M

Holders
136
Holders Change
+50
Holders Change %
+58.14%
% of All Funds
1.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
56
Increased
43
Reduced
23
Closed
6
Calls
$4.34M
Puts
$6.99M
Net Calls
-$2.64M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$250K +$11.8K +349 +6%
Invesco
102
Invesco
Georgia
$242K +$192K +5,697 New
PD
103
Point72 (DIFC)
United Arab Emirates
$220K +$175K +5,192 New
SG Americas Securities
104
SG Americas Securities
New York
$198K +$158K +4,667 New
SIC
105
SJS Investment Consulting
Ohio
$152K +$121K +3,571 New
SOW
106
State of Wyoming
Wyoming
$142K +$113K +3,342 New
TRCT
107
Tower Research Capital (TRC)
New York
$97.1K +$77.3K +2,289 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$89K +$70.6K +2,091 New
AIP
109
Ameritas Investment Partners
Nebraska
$50.5K
CAS
110
Coppell Advisory Solutions
Texas
$26.4K -$169 -5 -0.8%
CAL
111
Capital Advisors Ltd
Ohio
$20K +$101 +3 +0.6%
VCM
112
Versant Capital Management
Arizona
$19.3K
AB
113
Amalgamated Bank
New York
$18K
BL
114
Bleichroeder LP
New York
$12.9K
MIM
115
Macroview Investment Management
Maryland
$8.57K -$2.26K -67 -25%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$7.51K +$5.98K +177 New
MA
117
MCF Advisors
Kentucky
$7.17K +$5.71K +169 New
CPA
118
Capital Performance Advisors
California
$7K +$5.57K +165 New
Osaic Holdings
119
Osaic Holdings
Arizona
$6.11K +$540 +16 +13%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.01K
GI
121
GAMMA Investing
California
$4.88K +$3.88K +115 New
TWD
122
True Wealth Design
Ohio
$3.27K +$2.6K +77 New
PTC
123
Private Trust Company
Ohio
$2.5K +$1.99K +59 New
SSG
124
Summit Securities Group
New York
$2K +$1.82K +54 New
ACM
125
Aster Capital Management
United Arab Emirates
$1.95K +$1.55K +46 New