ARKK Accumulating REGN, TCEHY, PINS; Selling NSTG; ONVO

Robust portfolio inflows continue

Cathie Wood continues to experience robust inflows at ARK Funds. Her five actively managed Innovation ETFs are a great place to watch for new positions or bullish or bearish changes in convicton.

We’ll be tracking ARKK and the other ETF portfolio changes closely to notify users of where there may be actionable trading insights.

This week, ARKK’s top five $ position increases were to:

• REGENERON PHARMACEUTICALS REGN

• TENCENT HOLDINGS LTD-UNS ADR TCEHY

• 10X GENOMICS INC-CLASS A TXG

• PINTEREST INC- CLASS A PINS

• SHOPIFY INC - CLASS A SHOP

ARKK reduced $ positions in:

• COMPUGEN LTD CGEN

• NANOSTRING TECHNOLOGIES INC NSTG

• ORGANOVO HOLDINGS INC ONVO 

In future posts, we’ll dive into individual companies more deeply and see whether there may be actionable portfolio or trading insights. Some smaller market capitalization names in particular could be special situations for smaller traders or individual investors.