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 | 88.01% | 8.90% | 3.09% |
Industry | Diagnostics & Research Stocks | 53.64% | 8.31% | 38.05% |
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 |
Nikko asset management americas | 2.58M | 4.94% | $39.96M |
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 |
D. e. shaw | 1.73M | 3.31% | $26.83M |
Renaissance | 1.51M | 2.90% | $23.49M |
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 | 1.43M | 6.17% | $30.64M |
Gagnon advisors | 412.88K | 5.66% | $8.84M |
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 |
Hanseatic management services | 17.28K | 0.47% | $369.90K |
Nikko asset management americas | 2.58M | 0.46% | $39.96M |
Jackson creek investment advisors | 75.58K | 0.43% | $1.17M |
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 | 2.39M | 4.45% | -98.12K |
Baron Discovery Institutional | 1.68M | 3.14% | 247.83K |
Baron Discovery Strategy | 1.68M | 3.14% | 247.83K |
Vanguard Total Stock Mkt Idx Inv | 1.58M | 2.94% | - |
iShares Russell 2000 ETF | 1.37M | 2.55% | -5.25K |
SPDR® S&P Biotech ETF | 1.36M | 2.54% | -15.94K |
Nikko AM ARK Pstv Chg Innovt P JPY Acc | 1.24M | 2.32% | -66.12K |
Alger Small Cap Focus I | 1.22M | 2.28% | 81.45K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools