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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.09K -133 -41%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.96K
DF
253
Dunhill Financial
United Kingdom
$1.85K +$1.55K +189 New
GRP
254
Global Retirement Partners
California
$1.53K +$294 +36 +18%
FCA
255
FinTrust Capital Advisors
South Carolina
$1.39K
CJ
256
Caitlin John
Michigan
$1.23K +$1.02K +125 New
MSWM
257
McGlone Suttner Wealth Management
Wisconsin
$1.23K +$1.02K +125 New
AF
258
Allworth Financial
California
$1.14K -$1.68K -205 -64%
FFA
259
Farther Finance Advisors
California
$1.1K -$6.25K -764 -87%
CFGS
260
Concourse Financial Group Securities
Alabama
$981 -$164 -20 -17%
SN
261
Sittner & Nelson
Oregon
$981
RIL
262
Rothschild Investment LLC
Illinois
$775 +$646 +79 New
BIA
263
Bell Investment Advisors
California
$756
SNB
264
Security National Bank
Nebraska
$589 +$491 +60 New
NSG
265
Nalls Sherbakoff Group
Tennessee
$334
JWA
266
JFS Wealth Advisors
Pennsylvania
$207 -$114 -14 -40%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$196
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$108 +$90 +11 New
SIC
269
SJS Investment Consulting
Ohio
$89 +$25 +3 +50%
FGAM
270
Financial Gravity Asset Management
Texas
$78 +$41 +5 +100%
HNB
271
Huntington National Bank
Ohio
$10
OP
272
ORG Partners
Indiana
$9 +$8 +1 New
BBA
273
Baker Bros. Advisors
New York
-$9.42M -1,127,782 Closed
APM
274
Avidity Partners Management
Texas
-$8.64M -1,034,294 Closed
Blackstone Inc
275
Blackstone Inc
New York
-$8.35M -1,000,000 Closed

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.