Free Trial
→ Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (From Colonial Metals) (Ad) Free NVTA Stock Alerts
Notice: This company has been marked as potentially delisted and may not be actively trading.

Invitae (NVTA) Institutional Ownership

Invitae logo
Compare

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

Current
Institutional Ownership
Percentage
61.28%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$986.82K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$872.46K
Get NVTA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invitae stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NVTA Institutional Buying and Selling by Quarter

Invitae Major Shareholders & Ownership History

Export to Excel
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%
11/16/2023Financial 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%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
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%
7/27/2023Cyndeo 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%
5/10/2023Credit 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%
5/1/2023Virtu Financial LLC228,153$308K0.0%N/A0.093%
4/28/2023 SG Americas Securities LLC196,063$265K0.0%+1,210.2%0.080%
4/28/2023 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%
Trump won. Buy this coin now. (Ad)

Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.

This could be his favorite coin.
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%
2/3/2023Fisher Asset Management LLC177,331$330K0.0%-94.2%0.073%
2/2/2023 SG Americas Securities LLC14,964$28K0.0%-89.2%0.006%
2/2/2023 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%
1/25/2023Cyndeo 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, 69 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 28 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 22,775,557 shares in the last 24 months. This volume of shares sold represents approximately $32.31M in transactions.


Related Companies

This page (NYSE:NVTA) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored