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Pacific Biosciences

86 hedge funds and large institutions have $230M invested in Pacific Biosciences in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $206M → $230M (+$24.7M)

2% less funds holding

Funds holding: 8886 (-2)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

29% less call options, than puts

Call options by funds: $512K | Put options by funds: $721K

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
29
Closed
16
Calls
$512K
Puts
$721K
Net Calls
-$209K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Maverick Capital
Texas
$39.9M
DM
2
Deerfield Management
New York
$29M -$3.56M -710,907 -13%
OIM
3
Oracle Investment Management
Connecticut
$18.6M +$2.14M +426,779 +17%
BA
4
BlackRock Advisors
Delaware
$18.2M +$1.41M +281,929 +11%
Millennium Management
5
Millennium Management
New York
$17.9M -$2.33M -464,812 -14%
Blackstone Inc
6
Blackstone Inc
New York
$14.9M
BFA
7
BlackRock Fund Advisors
California
$13.9M +$309K +61,809 +3%
RCM
8
Raging Capital Management
New Jersey
$9.95M +$3.04M +606,928 +61%
Vanguard Group
9
Vanguard Group
Pennsylvania
$9M +$508K +101,567 +7%
BIT
10
BlackRock Institutional Trust
California
$5.93M -$1.05M -209,809 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.75M -$204K -40,835 -5%
State Street
12
State Street
Massachusetts
$4.46M +$209K +41,661 +6%
Northern Trust
13
Northern Trust
Illinois
$3.45M -$178K -35,647 -6%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$3.01M -$335K -66,861 -12%
PAM
15
Panagora Asset Management
Massachusetts
$2.67M -$78.9K -15,773 -4%
SIM
16
Spark Investment Management
New York
$2.32M -$758K -151,500 -29%
Invesco
17
Invesco
Georgia
$2.2M +$1.03M +205,299 +136%
TCIM
18
TIAA CREF Investment Management
New York
$1.88M +$363K +72,620 +31%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.76M +$327K +65,331 +30%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.7M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.68M +$33.6K +6,716 +3%
PPA
22
Parametric Portfolio Associates
Washington
$1.54M -$11.7K -2,328 -0.9%
IG
23
ING Group
Netherlands
$1.54M
BCM
24
Bridgeway Capital Management
Texas
$1.54M -$5.25K -1,050 -0.4%
EIM
25
Essex Investment Management
Massachusetts
$1.15M +$933K +186,491 New

PACB Hedge Fund Activity: Q2 2014 in Review

86 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q2 2014, worth a combined $230M — up 12% from $206M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PACB and 14 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Raging Capital Management, adding an estimated $3.04M. The largest seller was Deerfield Management, cutting an estimated $3.56M.

  • 86 institutional investors held Pacific Biosciences (PACB) as of Q2 2014, down from 88 in Q1 2014.
  • Funds reported $230M of Pacific Biosciences stock for Q2 2014, up 12% quarter-over-quarter.
  • 14 funds opened new Pacific Biosciences positions in Q2 2014 and 16 closed out, a net change of -2 holders.
  • The largest Pacific Biosciences buyer in Q2 2014 was Raging Capital Management, an estimated $3.04M added.
  • The largest Pacific Biosciences seller in Q2 2014 was Deerfield Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2014.