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Pacific Biosciences

128 hedge funds and large institutions have $580M invested in Pacific Biosciences in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more capital invested

Capital invested by funds: $432M → $580M (+$148M)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

9% less funds holding

Funds holding: 141128 (-13)

21% less call options, than puts

Call options by funds: $5.52M | Put options by funds: $7M

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
128
Holders Change
-13
Holders Change %
-9.22%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
48
Reduced
42
Closed
31
Calls
$5.52M
Puts
$7M
Net Calls
-$1.48M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Maverick Capital
Texas
$81.5M +$10.7M +1,274,855 +16%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$57.3M +$1.9M +227,271 +4%
OIM
3
Oracle Investment Management
Connecticut
$44.8M +$15.2M +1,816,297 +57%
BM
4
Bridger Management
New York
$44.5M -$1.82M -218,116 -4%
BFA
5
BlackRock Fund Advisors
California
$30.9M +$2.89M +345,672 +11%
GGHC
6
Gilder Gagnon Howe & Co
New York
$29M +$538K +64,408 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$28.2M +$1.89M +225,702 +8%
RCM
8
Raging Capital Management
New Jersey
$25.2M +$8.97M +1,073,108 +61%
Blackstone Inc
9
Blackstone Inc
New York
$21.6M
Citadel Advisors
10
Citadel Advisors
Florida
$17.3M +$11.9M +1,423,093 +279%
BIT
11
BlackRock Institutional Trust
California
$16.8M +$1.6M +191,106 +11%
BA
12
BlackRock Advisors
Delaware
$15.1M -$11K -1,314 -0.1%
State Street
13
State Street
Massachusetts
$11.8M -$5.69K -681 -0.1%
Capital World Investors
14
Capital World Investors
California
$11.1M +$2.17M +260,000 +27%
PCM
15
Peregrine Capital Management
Minnesota
$8.73M +$8.15M +974,505 New
ACH
16
ArrowMark Colorado Holdings
Colorado
$8.38M +$5.08M +607,552 +186%
Northern Trust
17
Northern Trust
Illinois
$8.36M +$355K +42,464 +5%
TA
18
Teachers Advisors
New York
$7.33M
Millennium Management
19
Millennium Management
New York
$7.1M -$23.6M -2,820,219 -78%
GTC
20
Ghost Tree Capital
New York
$6.72M +$6.27M +750,000 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$5.31M +$4.96M +593,106 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.15M +$733K +87,690 +18%
MOACM
23
Mutual of America Capital Management
New York
$5.09M +$919K +109,948 +24%
PAM
24
Panagora Asset Management
Massachusetts
$5M -$990K -118,495 -18%
BIM
25
BlackRock Investment Management
Delaware
$3.69M +$127K +15,232 +4%

PACB Hedge Fund Activity: Q3 2016 in Review

128 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q3 2016, worth a combined $580M — up 34% from $432M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PACB and 19 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 48 added.

The largest buyer was Oracle Investment Management, adding an estimated $15.2M. The largest seller was Millennium Management, cutting an estimated $23.6M.

  • 128 institutional investors held Pacific Biosciences (PACB) as of Q3 2016, down from 141 in Q2 2016.
  • Funds reported $580M of Pacific Biosciences stock for Q3 2016, up 34% quarter-over-quarter.
  • 19 funds opened new Pacific Biosciences positions in Q3 2016 and 31 closed out, a net change of -12 holders.
  • The largest Pacific Biosciences buyer in Q3 2016 was Oracle Investment Management, an estimated $15.2M added.
  • The largest Pacific Biosciences seller in Q3 2016 was Millennium Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2016.