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Pacific Biosciences

88 hedge funds and large institutions have $206M invested in Pacific Biosciences in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

10% more funds holding

Funds holding: 8088 (+8)

5% more capital invested

Capital invested by funds: $197M → $206M (+$8.93M)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

12% less call options, than puts

Call options by funds: $312K | Put options by funds: $355K

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
31
Reduced
30
Closed
10
Calls
$312K
Puts
$355K
Net Calls
-$43K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Maverick Capital
Texas
$34.6M
DM
2
Deerfield Management
New York
$28.9M +$6.67M +1,054,848 +24%
Millennium Management
3
Millennium Management
New York
$17.9M +$5.74M +907,389 +37%
BA
4
BlackRock Advisors
Delaware
$14.2M +$3.38M +534,141 +25%
OIM
5
Oracle Investment Management
Connecticut
$13.8M
Blackstone Inc
6
Blackstone Inc
New York
$12.9M
BFA
7
BlackRock Fund Advisors
California
$11.7M +$698K +110,428 +5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.25M +$2.23M +352,481 +35%
BIT
9
BlackRock Institutional Trust
California
$6.26M -$8.13M -1,285,570 -52%
RCM
10
Raging Capital Management
New Jersey
$5.37M -$1.64M -259,119 -21%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.33M -$114K -18,011 -2%
State Street
12
State Street
Massachusetts
$3.65M +$286K +45,260 +7%
Northern Trust
13
Northern Trust
Illinois
$3.17M -$295K -46,751 -7%
OAM
14
Oxford Asset Management
United Kingdom
$3.12M +$3.69M +583,617 New
BIM
15
Bogle Investment Management
Massachusetts
$3.1M -$698K -110,477 -16%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$2.96M -$411K -65,000 -11%
SIM
17
Spark Investment Management
New York
$2.83M +$2.36M +372,600 +238%
PAM
18
Panagora Asset Management
Massachusetts
$2.4M -$669K -105,806 -19%
Morgan Stanley
19
Morgan Stanley
New York
$1.89M +$402K +63,622 +22%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.41M +$203K +32,058 +14%
PPA
21
Parametric Portfolio Associates
Washington
$1.35M +$271K +42,950 +21%
IG
22
ING Group
Netherlands
$1.34M
BCM
23
Bridgeway Capital Management
Texas
$1.34M +$6.64K +1,050 +0.4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.26M -$1.44M -228,550 -45%
TCIM
25
TIAA CREF Investment Management
New York
$1.24M -$42.3K -6,690 -3%

PACB Hedge Fund Activity: Q1 2014 in Review

88 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q1 2014, worth a combined $206M — up 4.5% from $197M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PACB positions and 10 closed out — a net gain of 8 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Deerfield Management, adding an estimated $6.67M. The largest seller was BlackRock Institutional Trust, cutting an estimated $8.13M.

  • 88 institutional investors held Pacific Biosciences (PACB) as of Q1 2014, up from 80 in Q4 2013.
  • Funds reported $206M of Pacific Biosciences stock for Q1 2014, up 4.5% quarter-over-quarter.
  • 18 funds opened new Pacific Biosciences positions in Q1 2014 and 10 closed out, a net change of +8 holders.
  • The largest Pacific Biosciences buyer in Q1 2014 was Deerfield Management, an estimated $6.67M added.
  • The largest Pacific Biosciences seller in Q1 2014 was BlackRock Institutional Trust, an estimated $8.13M sold.

Based on aggregated 13F filings for Q1 2014.