We are live on ! Find out more
WGS icon

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
CM
1
Corvex Management
New York
$12M – – –
CC
2
Casdin Capital
New York
$11.3M – – –
DM
3
Deerfield Management
New York
$4.56M – – –
OIM
4
Oracle Investment Management
Connecticut
$3.62M +$705K +128,731 +15%
Blackstone Inc
5
Blackstone Inc
New York
$3.04M – – –
SCM
6
Soleus Capital Management
Connecticut
$2.84M +$384K +70,000 +10%
Marshall Wace
7
Marshall Wace
United Kingdom
$2.55M -$338K -61,631 -8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.47M +$22 +4 +0%
GS
9
Gagnon Securities
New York
$1.37M +$68.6K +12,516 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$865K +$161K +29,361 +14%
BlackRock
11
BlackRock
New York
$852K -$161K -29,329 -11%
Goldman Sachs
12
Goldman Sachs
New York
$754K -$53.5K -9,770 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$702K +$740 +135 +0.1%
TMC
14
Trellus Management Company
Florida
$564K +$301K +54,976 +55%
GA
15
Gagnon Advisors
New York
$544K +$82 +15 +0%
DCMIC
16
Decheng Capital Management III (Cayman)
Cayman Islands
$377K – – –
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$359K – – –
RC
18
RBF Capital
California
$255K – – –
TCM
19
Tang Capital Management
California
$232K – – –
State Street
20
State Street
Massachusetts
$217K +$16 +3 +0%
PFO
21
Pathstone Family Office
New Jersey
$198K +$216K +39,327 +262%
TI
22
Trexquant Investment
Connecticut
$166K +$87.6K +15,986 +54%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$158K -$2.48K -453 -1%
Squarepoint
24
Squarepoint
New York
$140K +$102K +18,666 +95%
Northern Trust
25
Northern Trust
Illinois
$119K – – –
1
2 3

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.