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Pacific Biosciences

274 hedge funds and large institutions have $2.86B invested in Pacific Biosciences in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 104 increasing their positions, 75 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $54M | Put options by funds: $22M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

39% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 75

30% more capital invested

Capital invested by funds: $2.2B → $2.86B (+$669M)

4.8% more ownership

Funds ownership: 104.41%109.21% (+4.8%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding

Funds holding: 274274 (0)

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
49
Increased
104
Reduced
75
Closed
45
Calls
$54M
Puts
$22M
Net Calls
+$32M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
226
Dynamic Wealth Strategies
California
$16.5K +$13.7K +1,678 New
BTI
227
Blue Trust Inc
Georgia
$15K +$14.4K +1,766 New
PMFA
228
Plante Moran Financial Advisors
Michigan
$10.9K
BEI
229
Benjamin Edwards Inc
Missouri
$10K -$3.01K -368 -27%
IA
230
IFP Advisors
Florida
$9.81K
AAP
231
Arax Advisory Partners
Colorado
$9.81K +$4.09K +500 +100%
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$9K
IUHSA
233
Itau Unibanco Holding S.A.
Brazil
$8.81K -$1.78K -218 -20%
ST
234
Smithfield Trust
Pennsylvania
$8K +$6.33K +774 New
T
235
Tidemark
California
$7.27K +$6.06K +741 New
NA
236
NewEdge Advisors
Louisiana
$6.87K
GI
237
GAMMA Investing
California
$6.33K +$7.96K +973 New
LSA
238
Leonteq Securities AG
Switzerland
$6.32K
SPIA
239
Steward Partners Investment Advisory
New York
$6.09K +$4.18K +511 +465%
GWSG
240
GPS Wealth Strategies Group
Colorado
$5.01K
DWMG
241
DB Wealth Management Group
California
$4.93K +$4.11K +503 New
LA
242
LM Advisors
California
$4.91K +$4.09K +500 New
PS
243
Principal Securities
Iowa
$4.65K +$3.88K +474 New
S
244
SignatureFD
Georgia
$4.64K +$1.27K +155 +49%
EWA
245
EverSource Wealth Advisors
Alabama
$4.56K +$3.8K +465 New
CMBA
246
C.M. Bidwell & Associates
Hawaii
$3.1K
SSB
247
Sandy Spring Bank
Maryland
$2.94K -$409 -50 -14%
LC
248
Lindbrook Capital
California
$2.94K
AIMA
249
Ables Iannone Moore & Associates
Georgia
$2.75K +$2.29K +280 New
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$2.29K +$1.38K +169 +264%

PACB Hedge Fund Activity: Q4 2023 in Review

274 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q4 2023, worth a combined $2.86B — up 30% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PACB positions and 45 closed out — a net gain of 4 holders — while 104 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $163M. The largest seller was Farallon Capital Management, cutting an estimated $33M.

  • 274 institutional investors held Pacific Biosciences (PACB) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $2.86B of Pacific Biosciences stock for Q4 2023, up 30% quarter-over-quarter.
  • 49 funds opened new Pacific Biosciences positions in Q4 2023 and 45 closed out, a net change of +4 holders.
  • The largest Pacific Biosciences buyer in Q4 2023 was Morgan Stanley, an estimated $163M added.
  • The largest Pacific Biosciences seller in Q4 2023 was Farallon Capital Management, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2023.