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Pacific Biosciences

259 hedge funds and large institutions have $2.93B invested in Pacific Biosciences in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $59.3M | Put options by funds: $18.5M

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

60% more capital invested

Capital invested by funds: $1.83B → $2.93B (+$1.1B)

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 236259 (+23)

3.1% more ownership

Funds ownership: 99.45%102.55% (+3.1%)

Holders
259
Holders Change
+23
Holders Change %
+9.75%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
54
Increased
86
Reduced
60
Closed
29
Calls
$59.3M
Puts
$18.5M
Net Calls
+$40.8M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
226
C.M. Bidwell & Associates
Hawaii
$3.66K
TWC
227
TD Waterhouse Canada
Ontario, Canada
$3.52K +$2.24K +225 New
LC
228
Lindbrook Capital
California
$3.47K -$1.31K -132 -31%
SWM
229
Spire Wealth Management
Virginia
$3.47K +$2.98K +300 New
IA
230
IFP Advisors
Florida
$3.26K -$15.9K -1,600 -56%
CFGS
231
Concourse Financial Group Securities
Alabama
$2.67K -$8.38K -843 -78%
GRP
232
Global Retirement Partners
California
$2.37K +$2.01K +202 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.32K
CWM
234
CarsonAllaria Wealth Management
Illinois
$2.29K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$2K +$815 +82 +68%
BIA
236
Bell Investment Advisors
California
$1.89K -$567 -57 -26%
FCA
237
FinTrust Capital Advisors
South Carolina
$1.16K
CG
238
Cutler Group
California
$1K -$147K -14,802 -99%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$742
GI
240
Gradient Investments
Minnesota
$695
SN
241
Sittner & Nelson
Oregon
$695
EI
242
Ellevest Inc
New York
$672 +$70 +7 +14%
AA
243
Ancora Advisors
Ohio
$579 +$497 +50 New
PA
244
Parallel Advisors
California
$533
NSG
245
Nalls Sherbakoff Group
Tennessee
$332 +$338 +34 New
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$232 -$597 -60 -75%
FFA
247
Fairfield Financial Advisors
Massachusetts
$195
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$192 -$1.84K -185 -1%
JWA
249
JFS Wealth Advisors
Pennsylvania
$105 +$89 +9 New
SC
250
Schubert & Co
Texas
$93 +$80 +8 New

PACB Hedge Fund Activity: Q1 2023 in Review

259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q1 2023, worth a combined $2.93B — up 60% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PACB positions and 29 closed out — a net gain of 25 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.9M. The largest seller was Jackson Square Partners, cutting an estimated $28.9M.

  • 259 institutional investors held Pacific Biosciences (PACB) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $2.93B of Pacific Biosciences stock for Q1 2023, up 60% quarter-over-quarter.
  • 54 funds opened new Pacific Biosciences positions in Q1 2023 and 29 closed out, a net change of +25 holders.
  • The largest Pacific Biosciences buyer in Q1 2023 was Fidelity Investments, an estimated $41.9M added.
  • The largest Pacific Biosciences seller in Q1 2023 was Jackson Square Partners, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2023.