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Invitae (NVTA) Institutional Ownership

$0.0008
0.00 (0.00%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Invitae (NYSE:NVTA)

Current
Institutional Ownership
Percentage
61.28%
Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$4.28M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.76M
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NVTA Institutional Buying and Selling by Quarter

Invitae Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2024 Vestmark Advisory Solutions Inc.839,007$526K0.0%N/A0.293%
1/30/2024 Prosperity Wealth Management Inc.229,000$144K0.1%N/A0.080%
1/23/2024 State of Michigan Retirement System959,939$602K0.0%-51.0%0.335%
1/19/2024 Bourne Lent Asset Management Inc.574,600$360K0.1%+53.3%0.201%
1/17/2024 ARK Investment Management LLC32,550,683$20.40M0.1%-1.2%11.362%
1/12/2024 SG Americas Securities LLC91,937$58K0.0%+90.7%0.032%
1/5/2024 Green Alpha Advisors LLC452,585$284K0.2%+138.4%0.158%
11/16/2023 Financial Gravity Asset Management Inc.73,929$45K0.0%+1,799.5%0.026%
11/15/2023 Rock Springs Capital Management LP585,659$354K0.0%-64.5%0.204%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors54,307$33K0.0%-30.4%0.019%
11/8/2023 HighTower Advisors LLC600,354$339K0.0%+14.1%0.225%
11/8/2023Pathstone Family Office LLC157,972$96K0.0%+94.2%0.059%
11/8/2023 Longitude Cayman Ltd.776,000$470K0.3%+29.3%0.291%
11/8/2023 Janney Montgomery Scott LLC63,105$38K0.0%+404.6%0.024%
11/7/2023 Barclays PLC905,531$548K0.0%+698.2%0.339%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.16,764,480$10.15M0.0%-0.9%6.279%
10/26/2023 Mirae Asset Global Investments Co. Ltd.1,652,650$1M0.0%+4.0%0.619%
10/26/2023 Strs Ohio569,800$344K0.0%+46.9%0.213%
10/20/2023 Harbor Capital Advisors Inc.224,642$136K0.0%+24.1%0.084%
10/18/2023 ARK Investment Management LLC32,942,606$19.94M0.2%+2.1%12.338%
10/17/2023 CreativeOne Wealth LLC40,564$25K0.0%-69.9%0.015%
10/13/2023 SG Americas Securities LLC48,220$29K0.0%N/A0.018%
10/10/2023 Green Alpha Advisors LLC189,825$115K0.1%-20.8%0.071%
9/21/2023 Barclays PLC113,440$127K0.0%-47.8%0.042%
8/14/2023 Rock Springs Capital Management LP1,650,495$1.87M0.0%-49.1%0.618%
8/11/2023 Cibc World Market Inc.613,923$694K0.0%-3.8%0.230%
8/11/2023 D.A. Davidson & CO.91,403$103K0.0%+17.5%0.034%
8/10/2023 Gamco Investors INC. ET AL27,000$31K0.0%-45.5%0.010%
8/10/2023 Mirae Asset Global Investments Co. Ltd.1,588,422$1.80M0.0%+12.7%0.609%
8/10/2023 Private Advisor Group LLC25,012$32K0.0%+114.1%0.010%
8/9/2023 Longitude Cayman Ltd.600,000$678K0.5%+17.6%0.230%
8/8/2023 Interchange Capital Partners LLC30,459$34K0.0%+67.0%0.012%
8/7/2023 Modera Wealth Management LLC50,931$58K0.0%+349.9%0.020%
8/7/2023 Versor Investments LP23,700$27K0.0%N/A0.009%
8/4/2023 American International Group Inc.126,498$143K0.0%+7.5%0.049%
8/3/2023 Los Angeles Capital Management LLC400,393$452K0.0%-5.3%0.154%
8/3/2023 Oppenheimer & Co. Inc.28,900$33K0.0%+55.0%0.011%
7/31/2023 LPL Financial LLC356,160$402K0.0%+6.1%0.137%
7/31/2023 Orin Green Financial LLC76,765$87K0.0%N/A0.029%
7/31/2023 Brighton Jones LLC56,280$64K0.0%+29.1%0.022%
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7/31/2023 Strs Ohio388,000$438K0.0%+24.9%0.149%
7/31/2023 Sumitomo Mitsui Trust Holdings Inc.16,909,635$19.11M0.0%-0.3%6.486%
7/27/2023 Cyndeo Wealth Partners LLC45,754$52K0.0%+27.7%0.018%
7/21/2023 Creative Planning97,648$110K0.0%+18.0%0.037%
7/18/2023 Bourne Lent Asset Management Inc.354,000$400K0.1%+29.5%0.136%
7/17/2023 FDx Advisors Inc.79,558$90K0.0%+20.6%0.031%
7/13/2023 Cambridge Investment Research Advisors Inc.100,708$114K0.0%+47.2%0.039%
7/11/2023 Harbor Capital Advisors Inc.181,000$205K0.0%+10.1%0.069%
7/10/2023 ARK Investment Management LLC32,262,934$36.46M0.2%+3.0%12.376%
7/6/2023 Green Alpha Advisors LLC239,792$271K0.2%+12.7%0.092%
5/23/2023 Capital Impact Advisors LLC149,007$201K0.2%+49.4%0.057%
5/16/2023 Altium Capital Management LP409,200$552K0.3%N/A0.157%
5/16/2023 Baker BROS. Advisors LP8,881,104$11.99M0.1%-52.5%3.407%
5/15/2023 XTX Topco Ltd410,455$554K0.1%+137.0%0.167%
5/11/2023 Alphabet Inc.235,606$318K0.0%+9.1%0.096%
5/10/2023 Credit Suisse AG1,463,784$1.98M0.0%+55.8%0.597%
5/5/2023 Prime Capital Investment Advisors LLC26,655$36K0.0%N/A0.011%
5/4/2023 Mirae Asset Global Investments Co. Ltd.1,408,811$1.90M0.0%-0.5%0.574%
5/4/2023 Los Angeles Capital Management LLC422,902$571K0.0%-2.0%0.172%
5/3/2023 Jump Financial LLC102,364$138K0.0%N/A0.042%
5/3/2023 Nikko Asset Management Americas Inc.16,964,279$22.39M0.3%-1.7%6.918%
5/2/2023 Evolution Wealth Advisors LLC36,000$49K0.0%N/A0.015%
5/1/2023 Virtu Financial LLC228,153$308K0.0%N/A0.093%
4/28/2023 SG Americas Securities LLC196,063$265K0.0%+1,210.2%0.080%
4/28/2023 Strategic Blueprint LLC18,531$25K0.0%N/A0.008%
4/27/2023 Strs Ohio310,700$419K0.0%+38.6%0.127%
4/27/2023 Sumitomo Mitsui Trust Holdings Inc.16,964,279$22.90M0.0%-1.7%6.917%
4/26/2023 Harbor Capital Advisors Inc.164,444$222K0.1%+41.8%0.067%
4/25/2023 D.A. Davidson & CO.77,784$105K0.0%+21.7%0.032%
4/25/2023 Bourne Lent Asset Management Inc.273,350$369K0.1%+42.9%0.111%
4/24/2023 QCM Cayman Ltd.31,444$42K0.3%+147.0%0.013%
4/17/2023 ARK Investment Management LLC31,331,341$42.30M0.3%+15.7%12.776%
4/7/2023 Divergent Planning LLC115,386$156K0.1%N/A0.047%
4/6/2023 Green Alpha Advisors LLC212,802$287K0.2%+52.5%0.087%
3/23/2023 MetLife Investment Management LLC104,324$194K0.0%-15.1%0.043%
2/14/2023 Interchange Capital Partners LLC14,785$27K0.0%-37.5%0.006%
2/14/2023 Alpine Global Management LLC62,258$116K0.0%N/A0.026%
2/13/2023 Nikko Asset Management Americas Inc.17,256,161$32.10M0.5%-0.1%7.104%
2/13/2023 Gamco Investors INC. ET AL60,000$112K0.0%-11.8%0.025%
2/13/2023 Edgestream Partners L.P.785,581$1.46M0.2%-38.4%0.323%
2/10/2023 HRT Financial LP511,544$951K0.0%+2,361.5%0.211%
2/10/2023 Aigen Investment Management LP14,794$28K0.0%N/A0.006%
2/10/2023 CI Investments Inc.22,386$42K0.0%+520.1%0.009%
2/10/2023 FDx Advisors Inc.65,954$123K0.0%+29.4%0.027%
2/9/2023 Mirae Asset Global Investments Co. Ltd.1,415,682$2.63M0.0%-21.7%0.583%
2/9/2023 Nia Impact Advisors LLC16,869$31K0.0%-42.0%0.007%
2/9/2023 HighTower Advisors LLC402,894$740K0.0%-40.4%0.166%
2/8/2023 Swiss National Bank539,600$1.00M0.0%+4.5%0.222%
2/7/2023Commonwealth Equity Services LLC53,449$99K0.0%-10.4%0.022%
2/7/2023 LPL Financial LLC327,454$609K0.0%-4.2%0.135%
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2/7/2023 Handelsbanken Fonder AB49,200$92K0.0%+57.2%0.020%
2/6/2023 Longitude Cayman Ltd.415,000$772K1.0%+9.2%0.171%
2/6/2023 Los Angeles Capital Management LLC431,614$803K0.0%+96.4%0.178%
2/3/2023 Fisher Asset Management LLC177,331$330K0.0%-94.2%0.073%
2/2/2023 SG Americas Securities LLC14,964$28K0.0%-89.2%0.006%
2/2/2023 ProShare Advisors LLC31,529$59K0.0%+21.1%0.013%
2/1/2023 Zurcher Kantonalbank Zurich Cantonalbank40,444$75K0.0%+28.1%0.017%
2/1/2023 Redwood Wealth Management Group LLC40,850$76K0.1%N/A0.017%
1/30/2023 Sumitomo Mitsui Trust Holdings Inc.17,256,161$32.10M0.0%-0.1%7.104%
1/25/2023 Cyndeo Wealth Partners LLC33,918$63K0.0%N/A0.014%
(Data available from 1/1/2016 forward)

NVTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVTA shares?

During the previous two years, 122 institutional investors and hedge funds held shares of Invitae. The most heavily invested institutionals were Nikko Asset Management Americas Inc. ($22.39M), ARK Investment Management LLC ($20.40M), Baker BROS. Advisors LP ($11.99M), Sumitomo Mitsui Trust Holdings Inc. ($10.15M), Polar Asset Management Partners Inc. ($4.16M), Casdin Capital LLC ($2.53M), and Credit Suisse AG ($1.98M).Learn more on NVTA's institutional investors.

What percentage of Invitae stock is owned by institutional investors?

61.28% of Invitae stock is owned by institutional investors. Learn more on NVTA's institutional investor holdings.

Which institutional investors have been buying Invitae stock?

Of the 102 institutional investors that purchased Invitae stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ARK Investment Management LLC ($8.66M), State of Michigan Retirement System ($1.88M), Polar Asset Management Partners Inc. ($1.69M), Edgestream Partners L.P. ($1.27M), Walleye Capital LLC ($1.24M), Vestmark Advisory Solutions Inc. ($839.01K), and Barclays PLC ($792.09K).

How much institutional buying is happening at Invitae?

Institutional investors have bought a total of 25,619,590 shares in the last 24 months. This purchase volume represents approximately $45.73M in transactions.

Which Invitae major shareholders have been selling company stock?

Of the 45 institutional investors that sold Invitae stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Casdin Capital LLC ($11.17M), Baker BROS. Advisors LP ($9.82M), ARK Investment Management LLC ($3.79M), Fisher Asset Management LLC ($2.93M), Rock Springs Capital Management LP ($2.66M), Sumitomo Mitsui Trust Holdings Inc. ($2.05M), and Nikko Asset Management Americas Inc. ($1.61M).

How much institutional selling is happening at Invitae?

Institutional investors have sold a total of 38,954,049 shares in the last 24 months. This volume of shares sold represents approximately $72.83M in transactions.


This page (NYSE:NVTA) was last updated on 6/1/2024 by MarketBeat.com Staff

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