GeneDx Ownership 2024 | Who Owns GeneDx Now?
Institutional Ownership
100.00%
Insider Ownership
26.63%
Retail Ownership
-26.63%
Institutional Holders
80.00
GeneDx Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CASDIN CAPITAL, LLC | 30.24% | 3.07% | 102,151,785 | 85,714,285 | 521.46% | 37,285,402,000 | Mar 31, 2023 |
| CORVEX MANAGEMENT LP | 25.70% | 1.56% | 86,811,516 | 77,663,376 | 848.95% | 31,686,203,000 | Mar 31, 2023 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 16.93% | 0.47% | 57,192,101 | 47,142,857 | 469.12% | 20,875,117,000 | Mar 31, 2023 |
| BLACKSTONE INC. | 8.16% | 0.04% | 27,556,993 | -100,000 | -0.36% | 10,058,302,000 | Mar 31, 2023 |
| ORACLE INVESTMENT MANAGEMENT INC | 7.50% | 8.95% | 25,328,057 | 22,838,047 | 917.19% | 9,244,741,000 | Mar 31, 2023 |
| MARSHALL WACE, LLP | 7.44% | 0.02% | 25,118,221 | 25,118,221 | 100.00% | 9,042,559,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 7.06% | 0.00% | 23,864,868 | 14,526,721 | 155.56% | 8,710,677,000 | Mar 31, 2023 |
| BLACKROCK INC. | 6.67% | 0.00% | 22,519,750 | 9,729,741 | 76.07% | 8,219,709,000 | Mar 31, 2023 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.31% | 0.68% | 17,940,000 | 17,940,000 | 100.00% | 6,548,100,000 | Mar 31, 2023 |
| GAGNON SECURITIES LLC | 2.94% | 0.76% | 9,934,183 | 8,864,919 | 829.07% | 3,625,977,000 | Mar 31, 2023 |
| CVI HOLDINGS, LLC | 2.89% | 1.34% | 9,758,288 | 9,758,288 | 100.00% | 3,561,775,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.54% | 0.00% | 8,572,041 | 4,642,375 | 118.14% | 3,128,795,000 | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | 2.04% | 0.00% | 6,877,123 | -6,643,438 | -49.14% | 2,510,150,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 1.66% | 0.00% | 5,604,596 | 5,086,962 | 982.73% | 2,045,000,000 | Mar 31, 2023 |
| ALTIUM CAPITAL MANAGEMENT LP | 1.36% | 0.93% | 4,588,000 | 4,588,000 | 100.00% | 1,674,620,000 | Mar 31, 2023 |
| STATE STREET CORP | 1.30% | 0.00% | 4,385,223 | 956,950 | 27.91% | 1,600,606,000 | Mar 31, 2023 |
| GAGNON ADVISORS, LLC | 1.27% | 1.05% | 4,299,896 | 3,560,796 | 481.77% | 1,569,462,000 | Mar 31, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.08% | 0.00% | 3,657,058 | 2,166,279 | 145.31% | 1,334,826,000 | Mar 31, 2023 |
| DECHENG CAPITAL MANAGEMENT III (CAYMAN), LLC | 1.01% | 0.50% | 3,418,929 | - | - | 1,247,909,000 | Mar 31, 2023 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.96% | 0.01% | 3,252,220 | 3,002,220 | 1200.89% | 1,187,060,000 | Mar 31, 2023 |
GeneDx's largest institutional shareholder is CASDIN CAPITAL, LLC, holding 30.24% of the company's total share outstanding, currently valued at $37.29B. The top 10 institutional shareholders own together 117.94% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ORACLE INVESTMENT MANAGEMENT INC | 7.50% | 8.95% | 25,328,057 | 22,838,047 | 917.19% | 9,244,741,000 | Mar 31, 2023 |
| CASDIN CAPITAL, LLC | 30.24% | 3.07% | 102,151,785 | 85,714,285 | 521.46% | 37,285,402,000 | Mar 31, 2023 |
| CORVEX MANAGEMENT LP | 25.70% | 1.56% | 86,811,516 | 77,663,376 | 848.95% | 31,686,203,000 | Mar 31, 2023 |
| CVI HOLDINGS, LLC | 2.89% | 1.34% | 9,758,288 | 9,758,288 | 100.00% | 3,561,775,000 | Mar 31, 2023 |
| GAGNON ADVISORS, LLC | 1.27% | 1.05% | 4,299,896 | 3,560,796 | 481.77% | 1,569,462,000 | Mar 31, 2023 |
| ALTIUM CAPITAL MANAGEMENT LP | 1.36% | 0.93% | 4,588,000 | 4,588,000 | 100.00% | 1,674,620,000 | Mar 31, 2023 |
| GAGNON SECURITIES LLC | 2.94% | 0.76% | 9,934,183 | 8,864,919 | 829.07% | 3,625,977,000 | Mar 31, 2023 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.31% | 0.68% | 17,940,000 | 17,940,000 | 100.00% | 6,548,100,000 | Mar 31, 2023 |
| TRELLUS MANAGEMENT COMPANY, LLC | 0.44% | 0.64% | 1,500,000 | 400,000 | 36.36% | 547,500,000 | Mar 31, 2023 |
| DECHENG CAPITAL MANAGEMENT III (CAYMAN), LLC | 1.01% | 0.50% | 3,418,929 | - | - | 1,247,909,000 | Mar 31, 2023 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 16.93% | 0.47% | 57,192,101 | 47,142,857 | 469.12% | 20,875,117,000 | Mar 31, 2023 |
| NEWTYN MANAGEMENT, LLC | 0.50% | 0.12% | 1,705,000 | -295,000 | -14.75% | 622,325,000 | Mar 31, 2023 |
| THOMPSON DAVIS & CO., INC. | 0.04% | 0.07% | 140,000 | 140,000 | 100.00% | 51,100,000 | Mar 31, 2023 |
| DIFESA CAPITAL MANAGEMENT, LP | 0.07% | 0.06% | 250,000 | 150,000 | 150.00% | 91,250,000 | Mar 31, 2023 |
| BLACKSTONE INC. | 8.16% | 0.04% | 27,556,993 | -100,000 | -0.36% | 10,058,302,000 | Mar 31, 2023 |
| MARSHALL WACE, LLP | 7.44% | 0.02% | 25,118,221 | 25,118,221 | 100.00% | 9,042,559,000 | Mar 31, 2023 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.96% | 0.01% | 3,252,220 | 3,002,220 | 1200.89% | 1,187,060,000 | Mar 31, 2023 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 0.01% | 0.01% | 20,800 | 20,800 | 100.00% | 8,000 | Mar 31, 2023 |
| EVOLUTION WEALTH ADVISORS, LLC | 0.03% | 0.01% | 86,824 | 86,824 | 100.00% | 31,691,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 1.66% | 0.00% | 5,604,596 | 5,086,962 | 982.73% | 2,045,000,000 | Mar 31, 2023 |
The largest GeneDx shareholder by % of total assets is ORACLE INVESTMENT MANAGEMENT INC. The company owns 25.33M shares of GeneDx (WGS), representing 8.95% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CASDIN CAPITAL, LLC | 30.24% | 3.07% | 102,151,785 | 85,714,285 | 521.46% | 37,285,402,000 | Mar 31, 2023 |
| CORVEX MANAGEMENT LP | 25.70% | 1.56% | 86,811,516 | 77,663,376 | 848.95% | 31,686,203,000 | Mar 31, 2023 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 16.93% | 0.47% | 57,192,101 | 47,142,857 | 469.12% | 20,875,117,000 | Mar 31, 2023 |
| MARSHALL WACE, LLP | 7.44% | 0.02% | 25,118,221 | 25,118,221 | 100.00% | 9,042,559,000 | Mar 31, 2023 |
| ORACLE INVESTMENT MANAGEMENT INC | 7.50% | 8.95% | 25,328,057 | 22,838,047 | 917.19% | 9,244,741,000 | Mar 31, 2023 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.31% | 0.68% | 17,940,000 | 17,940,000 | 100.00% | 6,548,100,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 7.06% | 0.00% | 23,864,868 | 14,526,721 | 155.56% | 8,710,677,000 | Mar 31, 2023 |
| CVI HOLDINGS, LLC | 2.89% | 1.34% | 9,758,288 | 9,758,288 | 100.00% | 3,561,775,000 | Mar 31, 2023 |
| BLACKROCK INC. | 6.67% | 0.00% | 22,519,750 | 9,729,741 | 76.07% | 8,219,709,000 | Mar 31, 2023 |
| GAGNON SECURITIES LLC | 2.94% | 0.76% | 9,934,183 | 8,864,919 | 829.07% | 3,625,977,000 | Mar 31, 2023 |
| HIGHTOWER ADVISORS, LLC | 1.66% | 0.00% | 5,604,596 | 5,086,962 | 982.73% | 2,045,000,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.54% | 0.00% | 8,572,041 | 4,642,375 | 118.14% | 3,128,795,000 | Mar 31, 2023 |
| ALTIUM CAPITAL MANAGEMENT LP | 1.36% | 0.93% | 4,588,000 | 4,588,000 | 100.00% | 1,674,620,000 | Mar 31, 2023 |
| GAGNON ADVISORS, LLC | 1.27% | 1.05% | 4,299,896 | 3,560,796 | 481.77% | 1,569,462,000 | Mar 31, 2023 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.96% | 0.01% | 3,252,220 | 3,002,220 | 1200.89% | 1,187,060,000 | Mar 31, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.08% | 0.00% | 3,657,058 | 2,166,279 | 145.31% | 1,334,826,000 | Mar 31, 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.47% | 0.00% | 1,600,745 | 1,600,745 | 100.00% | 585,000 | Mar 31, 2023 |
| NORTHERN TRUST CORP | 0.92% | 0.00% | 3,114,098 | 1,328,471 | 74.40% | 1,136,646,000 | Mar 31, 2023 |
| STATE STREET CORP | 1.30% | 0.00% | 4,385,223 | 956,950 | 27.91% | 1,600,606,000 | Mar 31, 2023 |
| TWO SIGMA INVESTMENTS, LP | 0.25% | 0.00% | 853,857 | 717,264 | 525.11% | 311,658,000 | Mar 31, 2023 |
As of Mar 31 2023, GeneDx's largest institutional buyer is CASDIN CAPITAL, LLC. The company purchased 85.71M stocks of WGS, valued at $37.29B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 2.04% | 0.00% | 6,877,123 | -6,643,438 | -49.14% | 2,510,150,000 | Mar 31, 2023 |
| MARSHALL WACE, LLP | - | - | - | -6,291,730 | -100.00% | - | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | 0.13% | 0.00% | 453,600 | -2,029,600 | -81.73% | 166,000 | Mar 31, 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -1,648,979 | -100.00% | - | Mar 31, 2023 |
| ZWEIG-DIMENNA ASSOCIATES LLC | - | - | - | -1,420,383 | -100.00% | - | Mar 31, 2023 |
| D. E. SHAW & CO., INC. | - | - | - | -650,122 | -100.00% | - | Mar 31, 2023 |
| HRT FINANCIAL LP | - | - | - | -570,852 | -100.00% | - | Mar 31, 2023 |
| NEWTYN MANAGEMENT, LLC | 0.50% | 0.12% | 1,705,000 | -295,000 | -14.75% | 622,325,000 | Mar 31, 2023 |
| SWISS NATIONAL BANK | - | - | - | -268,400 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -236,750 | -100.00% | - | Mar 31, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -117,618 | -100.00% | - | Mar 31, 2023 |
| CREDIT SUISSE AG/ | - | - | - | -107,350 | -100.00% | - | Mar 31, 2023 |
| TD ASSET MANAGEMENT INC | - | - | - | -106,135 | -100.00% | - | Mar 31, 2023 |
| BLACKSTONE INC. | 8.16% | 0.04% | 27,556,993 | -100,000 | -0.36% | 10,058,302,000 | Mar 31, 2023 |
| CITADEL ADVISORS LLC | 0.08% | - | 266,500 | -88,900 | -25.01% | 97,273,000 | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -83,766 | -100.00% | - | Mar 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -82,055 | -100.00% | - | Mar 31, 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.03% | 0.00% | 110,006 | -52,392 | -32.26% | 40,152,000 | Mar 31, 2023 |
| IONIC CAPITAL MANAGEMENT LLC | - | - | - | -47,500 | -100.00% | - | Mar 31, 2023 |
| ARIZONA STATE RETIREMENT SYSTEM | - | - | - | -32,222 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, GeneDx's biggest institutional seller is GOLDMAN SACHS GROUP INC. The company sold -6.64M shares of WGS, valued at $2.51B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 7.44% | 0.02% | 25,118,221 | 25,118,221 | 100.00% | 9,042,559,000 | Mar 31, 2023 |
| SOLEUS CAPITAL MANAGEMENT, L.P. | 5.31% | 0.68% | 17,940,000 | 17,940,000 | 100.00% | 6,548,100,000 | Mar 31, 2023 |
| CVI HOLDINGS, LLC | 2.89% | 1.34% | 9,758,288 | 9,758,288 | 100.00% | 3,561,775,000 | Mar 31, 2023 |
| ALTIUM CAPITAL MANAGEMENT LP | 1.36% | 0.93% | 4,588,000 | 4,588,000 | 100.00% | 1,674,620,000 | Mar 31, 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.47% | 0.00% | 1,600,745 | 1,600,745 | 100.00% | 585,000 | Mar 31, 2023 |
| THOMPSON DAVIS & CO., INC. | 0.04% | 0.07% | 140,000 | 140,000 | 100.00% | 51,100,000 | Mar 31, 2023 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.04% | 0.00% | 123,975 | 123,975 | 100.00% | 45,251,000 | Mar 31, 2023 |
| EVOLUTION WEALTH ADVISORS, LLC | 0.03% | 0.01% | 86,824 | 86,824 | 100.00% | 31,691,000 | Mar 31, 2023 |
| TWO SIGMA SECURITIES, LLC | 0.01% | 0.00% | 46,420 | 46,420 | 100.00% | 16,943,000 | Mar 31, 2023 |
| WOLVERINE TRADING, LLC | 0.01% | - | 32,000 | 32,000 | 100.00% | 10,000 | Mar 31, 2023 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 0.00% | 26,000 | 26,000 | 100.00% | 9,490,000 | Mar 31, 2023 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 0.01% | 0.01% | 20,800 | 20,800 | 100.00% | 8,000 | Mar 31, 2023 |
| XPONANCE, INC. | 0.00% | 0.00% | 15,844 | 15,844 | 100.00% | 5,783,000 | Mar 31, 2023 |
| VERSANT CAPITAL MANAGEMENT, INC | 0.00% | 0.00% | 15,000 | 15,000 | 100.00% | 5,475,000 | Mar 31, 2023 |
| WOLVERINE TRADING, LLC | 0.00% | - | 11,175 | 11,175 | 100.00% | 4,000 | Mar 31, 2023 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.00% | 0.00% | 11,005 | 11,005 | 100.00% | 4,017,000 | Mar 31, 2023 |
| WOLVERINE TRADING, LLC | 0.00% | - | 10,400 | 10,400 | 100.00% | 3,000 | Mar 31, 2023 |
| MACKENZIE FINANCIAL CORP | 0.00% | - | 10,223 | 10,223 | 100.00% | 3,731,000 | Mar 31, 2023 |
| ELLEVEST, INC. | 0.00% | 0.00% | 2,199 | 2,199 | 100.00% | 803,000 | Mar 31, 2023 |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 365,000 | Mar 31, 2023 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | 0.00% | 164 | 164 | 100.00% | 1,305,000 | Mar 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | 70 | 70 | 100.00% | 26,000 | Mar 31, 2023 |
GeneDx's largest new institutional shareholder by number of shares is MARSHALL WACE, LLP, purchased 25.12M shares, valued at $9.04B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | - | - | - | -6,291,730 | -100.00% | - | Mar 31, 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -1,648,979 | -100.00% | - | Mar 31, 2023 |
| ZWEIG-DIMENNA ASSOCIATES LLC | - | - | - | -1,420,383 | -100.00% | - | Mar 31, 2023 |
| D. E. SHAW & CO., INC. | - | - | - | -650,122 | -100.00% | - | Mar 31, 2023 |
| HRT FINANCIAL LP | - | - | - | -570,852 | -100.00% | - | Mar 31, 2023 |
| SWISS NATIONAL BANK | - | - | - | -268,400 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -236,750 | -100.00% | - | Mar 31, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -117,618 | -100.00% | - | Mar 31, 2023 |
| CREDIT SUISSE AG/ | - | - | - | -107,350 | -100.00% | - | Mar 31, 2023 |
| TD ASSET MANAGEMENT INC | - | - | - | -106,135 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -83,766 | -100.00% | - | Mar 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -82,055 | -100.00% | - | Mar 31, 2023 |
| IONIC CAPITAL MANAGEMENT LLC | - | - | - | -47,500 | -100.00% | - | Mar 31, 2023 |
| ARIZONA STATE RETIREMENT SYSTEM | - | - | - | -32,222 | -100.00% | - | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -28,134 | -100.00% | - | Mar 31, 2023 |
| JANUS HENDERSON GROUP PLC | - | - | - | -26,300 | -100.00% | - | Mar 31, 2023 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -22,604 | -100.00% | - | Mar 31, 2023 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -18,852 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -17,178 | -100.00% | - | Mar 31, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -14,103 | -100.00% | - | Mar 31, 2023 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -12,019 | -100.00% | - | Mar 31, 2023 |
| EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -11,331 | -100.00% | - | Mar 31, 2023 |
| MONEY CONCEPTS CAPITAL CORP | - | - | - | -2 | -100.00% | - | Mar 31, 2023 |
GeneDx's largest sold out institutional shareholder by shares sold is MARSHALL WACE, LLP, sold -6.29M shares, valued at -, as of undefined.
GeneDx Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 10,106 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 36,895 | -16,105 | -30.39% | Mar 28, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.01% | 30,145 | -16 | -0.05% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 680,849 | -212,711 | -23.80% | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 1,938 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 11,617 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 9,600 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 7,651 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 87,912 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 908 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 5,620 | 38 | 0.68% | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 32,376 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 3,300 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,841 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,062 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 265 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 29,077 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 21 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 97 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,363 | 445 | 48.47% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 744 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1 | - | - | Mar 31, 2024 |
GeneDx's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 10.11K shares, compromising 0.02% of its total assets.
GeneDx Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 23 | 80 | 1.27% |
| 31 Dec, 22 | 79 | 3850.00% |
| 30 Sep, 22 | 2 | - |
| 30 Jun, 22 | 2 | - |
As of 31 Mar 23, 80 institutions are holding GeneDx's shares, representing an increase of 1.27% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 23 | 470,851,656 | 235.54% |
| 31 Dec, 22 | 140,327,697 | 406.29% |
| 30 Sep, 22 | 27,716,621 | 26601.18% |
| 30 Jun, 22 | 103,803 | - |
GeneDx (WGS) has 470.85M shares outstanding as of 31 Mar 23, up 235.54% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 23 | 100.00% | 171.34% |
| 31 Dec, 22 | 36.85% | 349.10% |
| 30 Sep, 22 | 8.21% | 485.40% |
| 30 Jun, 22 | 1.40% | - |
As of 31 Mar 23, GeneDx is held by 100.00% institutional shareholders, representing a 171.34% growth compared to 31 Dec 22.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 23 | 41 | -36.92% |
| 31 Dec, 22 | 65 | 3150.00% |
| 30 Sep, 22 | 2 | - |
| 30 Jun, 22 | - | - |
41 institutional shareholders have increased their position in WGS stock as of 31 Mar 23 compared to 65 in the previous quarter (a -36.92% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 23 | 11 | - |
| 31 Dec, 22 | - | - |
| 30 Sep, 22 | - | - |
| 30 Jun, 22 | - | - |
11 institutional shareholders have reduced their position in WGS stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 23 | 80 | 1.27% | 470,851,656 | 235.54% | 100.00% | 171.34% | 41 | -36.92% | 11 | - |
| 31 Dec, 22 | 79 | 3850.00% | 140,327,697 | 406.29% | 36.85% | 349.10% | 65 | 3150.00% | - | - |
| 30 Sep, 22 | 2 | - | 27,716,621 | 26601.18% | 8.21% | 485.40% | 2 | - | - | - |
| 30 Jun, 22 | 2 | - | 103,803 | - | 1.40% | - | - | - | - | - |
GeneDx Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of GeneDx's stock was made by OPKO HEALTH, INC. on Aug 14 2024, selling 59,787 shares at $33.95 per share (valued at $2.03M).
GeneDx Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 20 | 15.00% |
| Q2 2024 | 26 | 20 | 130.00% |
| Q1 2024 | 11 | 19 | 57.89% |
| Q4 2023 | 17 | 24 | 70.83% |
| Q3 2023 | 22 | 22 | 100.00% |
| Q2 2023 | 28 | 41 | 68.29% |
| Q1 2023 | 17 | 18 | 94.44% |
| Q4 2022 | 16 | 17 | 94.12% |
| Q3 2022 | 11 | 29 | 37.93% |
| Q2 2022 | 46 | 24 | 191.67% |
| Q1 2022 | 10 | 15 | 66.67% |
| Q4 2021 | 70 | 29 | 241.38% |
| Q3 2021 | 20 | 4 | 500.00% |
| Q3 2020 | - | 4 | - |
3 total buy trades, and 20 total sell trades (buy/sell ratio of 0.15%) were made by GeneDx's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 18 | - |
| Q2 2024 | 7 | 7 | 100.00% |
| Q1 2024 | 2 | 9 | 22.22% |
| Q4 2023 | 3 | 11 | 27.27% |
| Q3 2023 | 1 | 11 | 9.09% |
| Q2 2023 | 1 | 19 | 5.26% |
| Q1 2023 | 4 | 9 | 44.44% |
| Q4 2022 | 1 | 8 | 12.50% |
| Q3 2022 | - | 14 | - |
| Q2 2022 | 7 | 8 | 87.50% |
| Q1 2022 | - | 7 | - |
| Q4 2021 | - | 10 | - |
| Q3 2021 | - | - | - |
| Q3 2020 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 18 open market sell trades of GeneDx's stocks.
GeneDx Peer Ownership
| Ticker | Company |
|---|---|
| ETAO | ETAO International Co., Ltd. |
| ACON | Aclarion, Inc. |
| NRC | National Research Corporation |
| HCTI | Healthcare Triangle, Inc. |
| PRVA | Privia Health Group, Inc. |
| AKLI | Akili, Inc. |
| BBLN | Babylon Holdings Limited |
| CPSI | TruBridge, Inc. |
| DH | Definitive Healthcare Corp. |
| HSTM | HealthStream, Inc. |
| CERT | Certara, Inc. |
| EUDA | EUDA Health Holdings Limited |
WGS Ownership FAQ
Who Owns GeneDx?
GeneDx is owned by institutional shareholders (100.00%), insiders (26.63%), and public (-26.63%). The largest institutional shareholder of GeneDx is CASDIN CAPITAL, LLC (30.24% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.02% of total shares).
Who are the major institutional shareholders of GeneDx?
GeneDx's major institutional shareholders are CASDIN CAPITAL, LLC, CORVEX MANAGEMENT LP, DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C), BLACKSTONE INC., and ORACLE INVESTMENT MANAGEMENT INC. The top five shareholders own together 88.52% of the company's share outstanding.
How many GeneDx shareholders are there?
As of Mar 2023, there are 80 institutional shareholders of GeneDx.
What percentage of GeneDx is owned by CASDIN CAPITAL, LLC?
CASDIN CAPITAL, LLC owns 102.15M shares of GeneDx, representing 30.24% of the company's total shares outstanding, valued at $37.29B (as of Mar 2023).
What percentage of GeneDx is owned by CORVEX MANAGEMENT LP?
As of Mar 2023, CORVEX MANAGEMENT LP holds 86.81M shares of GeneDx (WGS), compromising 25.70% of the company, valued at $31.69B.
What percentage of GeneDx is owned by DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)?
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) is the third largest holder of GeneDx. The company owns 57.19M of the company's shares outstanding (worth $20.88B).