CareDx Ownership | Who Owns CareDx?
CareDx Ownership Summary
CareDx is owned by 97.62% institutional investors, 3.44% insiders. Ark investment management is the largest institutional shareholder, holding 10.93% of CDNA shares. Bellevue Healthcare Ord is the top mutual fund, with 6.13% of its assets in CareDx shares.
CDNA Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CareDx | 97.62% | 3.44% | -1.05% |
Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
Industry | Diagnostics & Research Stocks | 52.07% | 8.42% | 39.50% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Ark investment management | 5.70M | 10.93% | $88.56M |
Blackrock | 5.29M | 10.13% | $82.10M |
Vanguard group | 4.38M | 8.39% | $68.04M |
Bellevue group | 3.91M | 7.50% | $60.76M |
Sumitomo mitsui trust | 2.58M | 4.94% | $40.01M |
Nikko asset management americas | 2.58M | 4.94% | $39.96M |
Gagnon securities | 2.17M | 4.17% | $33.76M |
Millennium management | 2.14M | 4.10% | $33.25M |
State street | 2.11M | 4.04% | $32.73M |
Bamco inc /ny/ | 1.88M | 3.60% | $29.14M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Blue water life science advisors, lp | 510.00K | 7.70% | $7.92M |
Gagnon securities | 2.17M | 7.60% | $33.76M |
Gagnon advisors | 610.34K | 7.22% | $9.48M |
Bullseye asset management | 184.82K | 1.41% | $2.87M |
Bellevue group | 3.91M | 0.99% | $60.76M |
Ark investment management | 5.70M | 0.79% | $88.56M |
Virtus investment advisers | 55.15K | 0.72% | $856.40K |
Nikko asset management americas | 2.58M | 0.46% | $39.96M |
Jackson creek investment advisors | 75.58K | 0.43% | $1.17M |
Corton capital | 29.55K | 0.24% | $458.91K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 2.14M | 0.02% | 1.96M |
Fred alger management | 1.15M | 0.09% | 963.55K |
Bamco inc /ny/ | 1.88M | 0.08% | 646.77K |
Blue water life science advisors, lp | 510.00K | 7.70% | 510.00K |
Oberweis asset management inc/ | 250.40K | 0.24% | 250.40K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
State street | 2.11M | 0.00% | -2.09M |
Citigroup | 32.38K | 0.00% | -359.45K |
Cadian capital management, lp | - | - | -303.11K |
Morgan stanley | 630.90K | 0.00% | -301.71K |
D. e. shaw | 1.73M | 0.03% | -294.24K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Blue water life science advisors, lp | 510.00K | 7.70% | 510.00K | $7.92M |
Oberweis asset management inc/ | 250.40K | 0.24% | 250.40K | $3.89M |
Driehaus capital management | 183.61K | 0.03% | 183.61K | $2.85M |
Mirae asset global etfs | 123.08K | 0.00% | 123.08K | $1.91M |
Voloridge investment management | 122.00K | 0.01% | 122.00K | $1.89M |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -11.00 |
Innealta capital | -13.00 |
Smartleaf asset management | -27.00 |
Quarry lp | -113.00 |
Truvestments capital | -496.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 219 | 40.38% | 51,642,047 | -3.42% | 97 | 0.93% | 139 | 71.60% | 55 | -5.17% |
Jun 30, 2024 | 156 | 4.70% | 53,469,341 | -2.95% | 102 | 0.90% | 81 | 24.62% | 58 | -1.69% |
Mar 31, 2024 | 149 | - | 55,095,521 | 2.76% | 106 | 1.06% | 65 | -8.45% | 59 | 7.27% |
Dec 31, 2023 | 149 | -1.32% | 53,615,354 | -4.02% | 100 | 0.94% | 71 | 1.43% | 55 | -8.33% |
Sep 30, 2023 | 151 | -3.21% | 55,862,768 | -3.41% | 103 | 0.89% | 70 | -2.78% | 60 | 9.09% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Bellevue Healthcare Ord | 3.23M | 6.13% | 3.23M |
ARK Genomic Revolution | 2.97M | 5.63% | -2.67M |
ARK Genomic Revolution ETF | 2.75M | 5.22% | -19.33K |
Vanguard Total Stock Mkt Idx Inv | 1.59M | 2.96% | 68.36K |
Baron Discovery Strategy | 1.43M | 2.72% | - |
Baron Discovery Institutional | 1.43M | 2.72% | - |
Nikko AM ARK Pstv Chg Innovt P JPY Acc | 1.31M | 2.49% | - |
iShares Russell 2000 ETF | 1.31M | 2.44% | -2.94K |
Alger Small Cap Focus Composite | 1.14M | 2.17% | 220.66K |
Alger Small Cap Focus I | 1.14M | 2.17% | 220.66K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 04, 2024 | Novack Jeffrey Adam | Secretary and General Counsel | Sell | $49.84K |
Nov 26, 2024 | Maag Peter | - | Sell | $125.00K |
Nov 18, 2024 | Novack Jeffrey Adam | Secretary and General Counsel | Sell | $79.16K |
Nov 18, 2024 | Novack Jeffrey Adam | Secretary and General Counsel | Sell | $17.75K |
Nov 18, 2024 | Novack Jeffrey Adam | Secretary and General Counsel | Sell | $23.56K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 7 |
2024 Q3 | - | 8 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | 1 |
CDNA Ownership FAQ
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