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Invitae (NVTA) Institutional Ownership

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

Current
Institutional Ownership
Percentage
61.28%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$669.43K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$626.80K
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NVTA Institutional Buying and Selling by Quarter

Invitae Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2024Vestmark Advisory Solutions Inc.839,007$526K0.0%N/A0.293%
1/30/2024Prosperity Wealth Management Inc.229,000$144K0.1%N/A0.080%
1/23/2024State 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%
1/17/2024ARK 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%
11/16/2023Financial Gravity Asset Management Inc.73,929$45K0.0%+1,799.5%0.026%
11/15/2023Rock Springs Capital Management LP585,659$354K0.0%-64.5%0.204%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors54,307$33K0.0%-30.4%0.019%
11/8/2023HighTower Advisors LLC600,354$339K0.0%+14.1%0.225%
11/8/2023Pathstone Family Office LLC157,972$96K0.0%+94.2%0.059%
11/8/2023Longitude Cayman Ltd.776,000$470K0.3%+29.3%0.291%
11/8/2023 Janney Montgomery Scott LLC63,105$38K0.0%+404.6%0.024%
11/7/2023Barclays PLC905,531$548K0.0%+698.2%0.339%
10/30/2023Sumitomo Mitsui Trust Holdings Inc.16,764,480$10.15M0.0%-0.9%6.279%
10/26/2023Mirae Asset Global Investments Co. Ltd.1,652,650$1M0.0%+4.0%0.619%
10/26/2023Strs Ohio569,800$344K0.0%+46.9%0.213%
10/20/2023 Harbor Capital Advisors Inc.224,642$136K0.0%+24.1%0.084%
10/18/2023ARK Investment Management LLC32,942,606$19.94M0.2%+2.1%12.338%
10/17/2023CreativeOne 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%
9/21/2023Barclays PLC113,440$127K0.0%-47.8%0.042%
8/14/2023Rock Springs Capital Management LP1,650,495$1.87M0.0%-49.1%0.618%
8/11/2023Cibc World Market Inc.613,923$694K0.0%-3.8%0.230%
8/11/2023D.A. Davidson & CO.91,403$103K0.0%+17.5%0.034%
8/10/2023Gamco Investors INC. ET AL27,000$31K0.0%-45.5%0.010%
8/10/2023Mirae Asset Global Investments Co. Ltd.1,588,422$1.80M0.0%+12.7%0.609%
8/10/2023Private Advisor Group LLC25,012$32K0.0%+114.1%0.010%
8/9/2023Longitude Cayman Ltd.600,000$678K0.5%+17.6%0.230%
8/8/2023Interchange Capital Partners LLC30,459$34K0.0%+67.0%0.012%
8/7/2023Modera Wealth Management LLC50,931$58K0.0%+349.9%0.020%
8/7/2023Versor Investments LP23,700$27K0.0%N/A0.009%
8/4/2023American International Group Inc.126,498$143K0.0%+7.5%0.049%
8/3/2023Los Angeles Capital Management LLC400,393$452K0.0%-5.3%0.154%
8/3/2023Oppenheimer & Co. Inc.28,900$33K0.0%+55.0%0.011%
7/31/2023LPL Financial LLC356,160$402K0.0%+6.1%0.137%
7/31/2023Orin Green Financial LLC76,765$87K0.0%N/A0.029%
7/31/2023Brighton Jones LLC56,280$64K0.0%+29.1%0.022%
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7/31/2023Strs Ohio388,000$438K0.0%+24.9%0.149%
7/31/2023Sumitomo Mitsui Trust Holdings Inc.16,909,635$19.11M0.0%-0.3%6.486%
7/27/2023Cyndeo Wealth Partners LLC45,754$52K0.0%+27.7%0.018%
7/21/2023Creative Planning97,648$110K0.0%+18.0%0.037%
7/18/2023 Bourne Lent Asset Management Inc.354,000$400K0.1%+29.5%0.136%
7/17/2023FDx Advisors Inc.79,558$90K0.0%+20.6%0.031%
7/13/2023Cambridge 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%
7/10/2023ARK 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%
5/23/2023Capital Impact Advisors LLC149,007$201K0.2%+49.4%0.057%
5/16/2023Altium Capital Management LP409,200$552K0.3%N/A0.157%
5/16/2023Baker BROS. Advisors LP8,881,104$11.99M0.1%-52.5%3.407%
5/15/2023XTX Topco Ltd410,455$554K0.1%+137.0%0.167%
5/11/2023Alphabet Inc.235,606$318K0.0%+9.1%0.096%
5/10/2023Credit Suisse AG1,463,784$1.98M0.0%+55.8%0.597%
5/5/2023Prime Capital Investment Advisors LLC26,655$36K0.0%N/A0.011%
5/4/2023Mirae Asset Global Investments Co. Ltd.1,408,811$1.90M0.0%-0.5%0.574%
5/4/2023Los Angeles Capital Management LLC422,902$571K0.0%-2.0%0.172%
5/3/2023Jump Financial LLC102,364$138K0.0%N/A0.042%
5/3/2023Nikko 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%
5/1/2023Virtu Financial LLC228,153$308K0.0%N/A0.093%
4/28/2023 SG Americas Securities LLC196,063$265K0.0%+1,210.2%0.080%
4/28/2023Strategic Blueprint LLC18,531$25K0.0%N/A0.008%
4/27/2023Strs Ohio310,700$419K0.0%+38.6%0.127%
4/27/2023Sumitomo 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%
4/25/2023D.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%
4/24/2023QCM Cayman Ltd.31,444$42K0.3%+147.0%0.013%
4/17/2023ARK 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%
3/23/2023MetLife Investment Management LLC104,324$194K0.0%-15.1%0.043%
2/14/2023Interchange Capital Partners LLC14,785$27K0.0%-37.5%0.006%
2/14/2023Alpine Global Management LLC62,258$116K0.0%N/A0.026%
2/13/2023Nikko Asset Management Americas Inc.17,256,161$32.10M0.5%-0.1%7.104%
2/13/2023Gamco Investors INC. ET AL60,000$112K0.0%-11.8%0.025%
2/13/2023Edgestream Partners L.P.785,581$1.46M0.2%-38.4%0.323%
2/10/2023HRT Financial LP511,544$951K0.0%+2,361.5%0.211%
2/10/2023Aigen Investment Management LP14,794$28K0.0%N/A0.006%
2/10/2023CI Investments Inc.22,386$42K0.0%+520.1%0.009%
2/10/2023FDx Advisors Inc.65,954$123K0.0%+29.4%0.027%
2/9/2023Mirae Asset Global Investments Co. Ltd.1,415,682$2.63M0.0%-21.7%0.583%
2/9/2023Nia Impact Advisors LLC16,869$31K0.0%-42.0%0.007%
2/9/2023HighTower Advisors LLC402,894$740K0.0%-40.4%0.166%
2/8/2023Swiss National Bank539,600$1.00M0.0%+4.5%0.222%
2/7/2023Commonwealth Equity Services LLC53,449$99K0.0%-10.4%0.022%
2/7/2023LPL Financial LLC327,454$609K0.0%-4.2%0.135%
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2/7/2023Handelsbanken Fonder AB49,200$92K0.0%+57.2%0.020%
2/6/2023Longitude Cayman Ltd.415,000$772K1.0%+9.2%0.171%
2/6/2023Los Angeles Capital Management LLC431,614$803K0.0%+96.4%0.178%
2/3/2023Fisher Asset Management LLC177,331$330K0.0%-94.2%0.073%
2/2/2023 SG Americas Securities LLC14,964$28K0.0%-89.2%0.006%
2/2/2023ProShare Advisors LLC31,529$59K0.0%+21.1%0.013%
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank40,444$75K0.0%+28.1%0.017%
2/1/2023Redwood Wealth Management Group LLC40,850$76K0.1%N/A0.017%
1/30/2023Sumitomo Mitsui Trust Holdings Inc.17,256,161$32.10M0.0%-0.1%7.104%
1/25/2023Cyndeo 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, 66 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), Credit Suisse AG ($1.98M), Edgestream Partners L.P. ($1.46M), and Swiss National Bank ($1.00M).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 52 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 ($5.87M), Vestmark Advisory Solutions Inc. ($839.01K), Barclays PLC ($792.09K), Credit Suisse AG ($524.17K), HRT Financial LP ($490.76K), Altium Capital Management LP ($409.20K), and Green Alpha Advisors LLC ($362.99K).

How much institutional buying is happening at Invitae?

Institutional investors have bought a total of 13,058,572 shares in the last 24 months. This purchase volume represents approximately $14.94M in transactions.

Which Invitae major shareholders have been selling company stock?

Of the 24 institutional investors that sold Invitae stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baker BROS. Advisors LP ($9.82M), ARK Investment Management LLC ($3.79M), Fisher Asset Management LLC ($2.88M), Rock Springs Capital Management LP ($2.66M), State of Michigan Retirement System ($1M), Sumitomo Mitsui Trust Holdings Inc. ($510.87K), and Edgestream Partners L.P. ($489.37K).

How much institutional selling is happening at Invitae?

Institutional investors have sold a total of 22,685,329 shares in the last 24 months. This volume of shares sold represents approximately $32.11M in transactions.


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This page (NYSE:NVTA) was last updated on 1/22/2025 by MarketBeat.com Staff
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