Ginkgo Bioworks
DNA
164 hedge funds and large institutions have $7.39B invested in Ginkgo Bioworks in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 37 closing their positions.
108% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 37
44% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 25
31% more funds holding
Funds holding: 125 → 164 (+39)
26% more call options, than puts
Call options by funds: $58.8M | Put options by funds: $46.6M
0.22% more ownership
Funds ownership: 1.49% → 1.71% (+0.22%)
19% less capital invested
Capital invested by funds: $9.18B → $7.39B (-$1.79B)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$237M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$219M |
| 4 |
BlackRock
New York
|
+$194M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
-$69.5M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$48.1M |
| 3 |
GA
General Atlantic
New York
|
-$39.4M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$35.5M |
| 5 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$35.2M |
DNA Hedge Fund Activity: Q4 2021 in Review
164 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ginkgo Bioworks (DNA) for Q4 2021, worth a combined $7.39B — down 19% from $9.18B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new DNA positions and 37 closed out — a net gain of 40 holders — while 36 added to existing stakes and 25 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $351M. The largest seller was Telemark Asset Management, exiting entirely with an estimated $69.5M sold.
- 164 institutional investors held Ginkgo Bioworks (DNA) as of Q4 2021, up from 125 in Q3 2021.
- Funds reported $7.39B of Ginkgo Bioworks stock for Q4 2021, down 19% quarter-over-quarter.
- 77 funds opened new Ginkgo Bioworks positions in Q4 2021 and 37 closed out, a net change of +40 holders.
- The largest Ginkgo Bioworks buyer in Q4 2021 was Vanguard Group, an estimated $351M added.
- The largest Ginkgo Bioworks seller in Q4 2021 was Telemark Asset Management, an estimated $69.5M sold.
Based on aggregated 13F filings for Q4 2021.