Who owns Invitae?
- Ticker: NVTAQ
- CUSIP Number: 46185l103
Tip: Access positions for across all investors
Analyze quarterly positions in Invitae with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invitae stock
Who bought or sold Invitae this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings | 17M | $11M | 0% | Dec 2023 |
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| Nikko Asset Management Americas | 17M | $11M | 0% | Dec 2023 |
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| Vanguard Group | 15M | $9.2M | 8% | Dec 2023 |
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| D. E. Shaw & Co | 3.1M | $1.9M | 595% | Dec 2023 |
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| AH Capital Management | 2.2M | $1.4M | 100% | Dec 2023 |
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| Charles Schwab Investment Management | 2.1M | $1.3M | 1% | Dec 2023 |
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| Baker Bros. Advisors | 1.8M | $1.1M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.7M | $1.1M | 1% | Dec 2023 |
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| Redmile Group | 1.5M | $924k | -35% | Dec 2023 |
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| UBS Group | 1.2M | $593k | 7211% | Dec 2023 |
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| Goldman Sachs Group | 1.1M | $673k | -34% | Dec 2023 |
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| Citadel Advisors | 1.1M | $665k | 68% | Dec 2023 |
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| Credit Suisse | 942k | $591k | 128% | Dec 2023 |
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| Bank of New York Mellon | 850k | $532k | -3% | Dec 2023 |
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| Vestmark Advisory Solutions | 839k | $526k | 100% | Dec 2023 |
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| Millennium Management | 689k | $432k | 218% | Dec 2023 |
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| Bank of America Corporation | 679k | $425k | 41% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 570k | $357k | 0% | Dec 2023 |
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| HighTower Advisors | 565k | $341k | -6% | Dec 2023 |
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| Tudor Investment Corporation | 543k | $340k | 0% | Dec 2023 |
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| Jane Street | 504k | $316k | 311% | Dec 2023 |
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| Gts Securities | 495k | $310k | -6% | Dec 2023 |
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| Pathstone Holdings | 458k | $287k | 100% | Dec 2023 |
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| Green Alpha Advisors | 450k | $5.0k | -1% | Mar 2024 |
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| Bank Of Montreal | 440k | $302k | 0% | Dec 2023 |
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| AQR Capital Management | 424k | $266k | 100% | Dec 2023 |
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| Barclays | 421k | $264k | -53% | Dec 2023 |
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| State of Wyoming | 414k | $260k | 192% | Dec 2023 |
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| Alliancebernstein | 379k | $238k | -6% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 368k | $231k | -15% | Dec 2023 |
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| Rhumbline Advisers | 352k | $221k | 0% | Dec 2023 |
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| MIC Capital Management UK | 327k | $205k | 3% | Dec 2023 |
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| Norges Bank Investment Management | 239k | $150k | 100% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 239k | $150k | -17% | Dec 2023 |
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| Alphabet | 236k | $148k | 0% | Dec 2023 |
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| Prosperity Wealth Management | 229k | $144k | 100% | Dec 2023 |
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| Longitude | 225k | $141k | -71% | Dec 2023 |
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| Harbor Capital Advisors | 219k | $138k | -2% | Dec 2023 |
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| Advisor Group Holdings | 177k | $111k | 15% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 139k | $87k | 0% | Dec 2023 |
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| American International | 131k | $82k | 0% | Dec 2023 |
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| MetLife Investment Advisors | 126k | $79k | 0% | Dec 2023 |
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| T. Rowe Price Associates | 123k | $78k | 3% | Dec 2023 |
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| Wells Fargo & Company | 118k | $74k | -9% | Dec 2023 |
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| Baird Financial | 110k | $69k | -5% | Dec 2023 |
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| Commonwealth Equity Services | 98k | $61k | 3% | Dec 2023 |
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| SG Americas Securities | 92k | $58k | 91% | Dec 2023 |
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| Orin Green Financial | 77k | $48k | 0% | Dec 2023 |
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| Florida State Board of Administration | 75k | $47k | 0% | Dec 2023 |
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| Financial Gravity Wealth | 74k | $801k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 70k | $44k | 0% | Dec 2023 |
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| Janney Montgomery Scott | 63k | $40k | 0% | Dec 2023 |
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| Modera Wealth Management | 62k | $39k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 60k | $37k | -41% | Dec 2023 |
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| Royal Bank of Canada | 59k | $0 | 43% | Dec 2023 |
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| AdvisorNet Financial | 50k | $550.000000 | 150% | Mar 2024 |
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| TD Waterhouse Canada | 46k | $26k | 0% | Dec 2023 |
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| New York State Common Retirement Fund | 45k | $28k | -1% | Dec 2023 |
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| Stifel Financial | 44k | $27k | -45% | Dec 2023 |
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| Aviva | 41k | $26k | 0% | Dec 2023 |
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| Change Path | 40k | $25k | -1% | Dec 2023 |
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| Two Sigma Advisers | 39k | $24k | 84% | Dec 2023 |
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| Cantor Fitzgerald, L. P. | 38k | $24k | 100% | Dec 2023 |
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| Wexford Capital | 38k | $24k | 100% | Dec 2023 |
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| Citigroup | 38k | $24k | 5% | Dec 2023 |
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| Victory Capital Management | 37k | $24k | 30% | Dec 2023 |
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| Axxcess Wealth Management | 36k | $23k | -4% | Dec 2023 |
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| Evolution Wealth Advisors | 36k | $23k | 0% | Dec 2023 |
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| Amalgamated Bank | 35k | $22k | -7% | Dec 2023 |
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| Redwood Wealth Management Group | 32k | $20k | -30% | Dec 2023 |
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| Principal Financial Group | 32k | $20k | 12% | Dec 2023 |
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| Deuterium Capital Management | 30k | $19k | 0% | Dec 2023 |
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| Interchange Capital Partners | 29k | $18k | -6% | Dec 2023 |
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| Strategic Blueprint | 29k | $18k | 0% | Dec 2023 |
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| Legal & General Group | 28k | $17k | 0% | Dec 2023 |
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| Verus Capital Partners | 27k | $17k | 22% | Dec 2023 |
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| Pine Valley Investments Ltd Liability | 27k | $17k | 58% | Dec 2023 |
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| Crestone Asset Management | 27k | $17k | 0% | Dec 2023 |
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| Fort Washington Investment Advisors | 27k | $17k | 0% | Dec 2023 |
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| Summit Investment Advisors | 26k | $16k | 0% | Dec 2023 |
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| Tyler-Stone Wealth Management | 24k | $15k | 108% | Dec 2023 |
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| Gotham Asset Management | 23k | $15k | 113% | Dec 2023 |
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| CWM | 22k | $0 | 3171% | Mar 2024 |
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| Neuberger Berman Group | 21k | $13k | 71% | Dec 2023 |
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| Signature Estate and Investment Advisors | 21k | $13k | 99% | Dec 2023 |
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| Townsquare Capital | 20k | $12k | -30% | Dec 2023 |
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| Creative Planning | 18k | $11k | -55% | Dec 2023 |
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| PayPay Securities Corp | 17k | $190.454000 | 65% | Mar 2024 |
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| Two Sigma Securities | 17k | $11k | 41% | Dec 2023 |
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| Raymond James & Associates | 17k | $11k | -7% | Dec 2023 |
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| Mercer Global Advisors | 17k | $10k | -8% | Dec 2023 |
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| Raymond James Financial Services Advisors | 17k | $10k | -24% | Dec 2023 |
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| Corepath Wealth Partners | 16k | $8.0k | 0% | Dec 2023 |
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| HighPoint Advisor | 15k | $0 | 100% | Dec 2023 |
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| Mackenzie Financial | 15k | $9.7k | 0% | Dec 2023 |
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| Fis | 15k | $9.6k | 0% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13k | $8.1k | -76% | Dec 2023 |
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| Advisory Services Network | 13k | $7.9k | -71% | Dec 2023 |
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| Granite Bay Wealth Management | 13k | $8.0k | 0% | Dec 2023 |
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| Scotia Capital | 12k | $7.7k | -11% | Dec 2023 |
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| Private Advisor | 12k | $7.4k | 4% | Dec 2023 |
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| Captrust Financial Advisors | 12k | $7.3k | -4% | Dec 2023 |
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| Newman Dignan & Sheerar | 12k | $7.2k | 100% | Dec 2023 |
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| Meridian Wealth Management | 11k | $7.0k | 0% | Dec 2023 |
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| Concurrent Investment Advisors | 11k | $6.8k | 100% | Dec 2023 |
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| Hsbc Holdings | 11k | $6.7k | -56% | Dec 2023 |
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| Draper Asset Management | 10k | $1.000000 | 0% | Dec 2023 |
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| Mendota Financial Group | 8.1k | $5.0k | 100% | Dec 2023 |
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| Zurcher Kantonalbank | 5.9k | $3.7k | -7% | Dec 2023 |
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| Kozak & Associates | 5.5k | $2.7k | 750% | Dec 2023 |
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| Parallel Advisors | 5.2k | $3.2k | 1% | Dec 2023 |
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| FTB Advisors | 4.7k | $2.9k | -24% | Dec 2023 |
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| Operose Advisors | 4.0k | $2.5k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 2.4k | $1.5k | 503% | Dec 2023 |
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| Metropolitan Life Insurance Company | 2.4k | $1.5k | -82% | Dec 2023 |
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| Signature | 2.2k | $1.4k | -47% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.0k | $1.3k | -2% | Dec 2023 |
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| JTC Employer Solutions Trustee | 2.0k | $1.0k | 0% | Dec 2023 |
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| Benjamin Edwards | 1.5k | $1.0k | -44% | Dec 2023 |
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| CarsonAllaria Wealth Management | 1.4k | $854.955200 | 0% | Dec 2023 |
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| Venturi Wealth Management | 1.3k | $814.970000 | 0% | Dec 2023 |
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| Pnc Financial Services | 1.1k | $713.012700 | -7% | Dec 2023 |
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| Carmichael Hill & Associates | 1.0k | $9.1k | 0% | Dec 2023 |
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| Larson Financial Group | 886.00 | $554.990400 | 0% | Dec 2023 |
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| Orion Capital Management | 750.00 | $470.025000 | 0% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 695.00 | $435.973500 | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 587.00 | $0 | 0% | Dec 2023 |
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| Us Bancorp | 537.00 | $337.074900 | -87% | Dec 2023 |
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| Ronald Blue Trust | 456.00 | $0 | 90% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 400.00 | $251.000000 | 0% | Dec 2023 |
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| Principal Securities | 398.00 | $248.988800 | 100% | Dec 2023 |
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| NISA Investment Advisors | 348.00 | $217.987200 | 100% | Dec 2023 |
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| GPS Wealth Strategies Group | 344.00 | $215.997600 | -94% | Dec 2023 |
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| Naples Money Management | 312.00 | $195.998400 | 100% | Dec 2023 |
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| Baystate Wealth Management | 300.00 | $188.010000 | 100% | Dec 2023 |
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| Ables, Iannone, Moore & Associates | 300.00 | $188.010000 | 100% | Dec 2023 |
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| Register Financial Advisors | 200.00 | $2.000000 | 100% | Mar 2024 |
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| Westside Investment Management | 200.00 | $125.000000 | -75% | Dec 2023 |
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| Harbour Investments | 200.00 | $125.000000 | 0% | Dec 2023 |
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| Cutler | 194.00 | $0 | -3% | Dec 2023 |
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| Gradient Investments | 175.00 | $110.005000 | 0% | Dec 2023 |
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| Adirondack Trust | 125.00 | $1.000000 | 0% | Mar 2024 |
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| West Branch Capital | 121.00 | $76.000100 | 0% | Dec 2023 |
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| Sunbelt Securities | 109.00 | $1.002800 | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 100.00 | $63.000000 | -89% | Dec 2023 |
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| Main Street Group | 100.00 | $62.000000 | 100% | Dec 2023 |
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| Delos Wealth Advisors | 75.00 | $48.000000 | 0% | Dec 2023 |
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| WealthTrust DunckerStreett | 53.00 | $32.997800 | 0% | Dec 2023 |
|
| Oliver Lagore Vanvalin Investment Group | 50.00 | $31.000000 | 0% | Dec 2023 |
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| Rise Advisors | 25.00 | $0 | 0% | Mar 2024 |
|
Who sold out of Invitae?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ARK Investment Management | Dec 2023 | 33M | $20M |
| Mirae Asset Global Investments | Sep 2023 | 1.7M | $1.0M |
| State Treasurer State Of Michigan | Dec 2023 | 960k | $602k |
| Bourne Lent Asset Management | Dec 2023 | 575k | $360k |
| Divergent Planning | Dec 2023 | 115k | $71k |
| Wolverine Trading | Sep 2023 | 113k | $69k |
| Gilder, Gagnon, Howe & Co | Sep 2023 | 100k | $60k |
| Cubist Systematic Strategies | Sep 2023 | 74k | $45k |
| Hrt Financial | Sep 2023 | 46k | $28k |
| Simplex Trading | Sep 2023 | 44k | $26k |
| CI Private Wealth | Sep 2023 | 39k | $24k |
| Apollon Wealth Management | Sep 2023 | 22k | $14k |
| Arete Wealth Advisors | Sep 2023 | 21k | $13k |
| JustInvest | Sep 2023 | 18k | $11k |
| Brighton Jones | Sep 2023 | 17k | $10k |
| Wealth Enhancement Advisory Services | Dec 2023 | 16k | $10k |
| Mariner Wealth Advisors | Sep 2023 | 16k | $9.4k |
| Independent Wealth Network | Dec 2023 | 15k | $9.5k |
| Snowden Capital Advisors | Sep 2023 | 14k | $8.5k |
| San Luis Wealth Advisors | Dec 2023 | 12k | $8.0k |
| Thomas Stevens, CFA" | Dec 2023 | 11k | $6.6k |
| Guerra Pan Advisors | Sep 2023 | 10k | $6.3k |
| Quantum Private Wealth | Sep 2023 | 10k | $6.1k |
| MAI Wealth Advisors | Sep 2023 | 10k | $6.1k |
| Harel Insurance Investments & Financial Services | Sep 2023 | 4.4k | $3.0k |
| Coconut Grove Bank | Sep 2023 | 706.00 | $426.988800 |
| Salem Investment Counselors | Dec 2023 | 700.00 | $438.970000 |
| Trust Co Of Vermont | Sep 2023 | 400.00 | $242.000000 |
| Toth Financial Advisory Corporation | Dec 2023 | 385.00 | $242.011000 |
| Concord Wealth Partners | Sep 2023 | 137.00 | $82.994600 |
| Tradewinds Capital Management | Sep 2023 | 100.00 | $61.000000 |
| Covestor | Sep 2023 | 74.00 | $0 |
| Headinvest | Sep 2023 | 65.00 | $44.999500 |
| Farther Finance Advisors | Sep 2023 | 50.00 | $30.000000 |