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Pacific Biosciences

106 hedge funds and large institutions have $406M invested in Pacific Biosciences in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more capital invested

Capital invested by funds: $240M → $406M (+$166M)

2.72% more ownership

Funds ownership: 68.2%70.92% (+2.7%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

8% less funds holding

Funds holding: 115106 (-9)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

94% less call options, than puts

Call options by funds: $244K | Put options by funds: $4.09M

Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
19
Increased
32
Reduced
33
Closed
22
Calls
$244K
Puts
$4.09M
Net Calls
-$3.85M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
1
Credit Agricole
France
$77.8M +$10.9M +2,223,033 New
MC
2
Maverick Capital
Texas
$46.9M
BlackRock
3
BlackRock
New York
$41.4M +$38.5M +7,859,853 +5,398%
OIM
4
Oracle Investment Management
Connecticut
$28.5M -$49.7K -10,162 -0.2%
Invesco
5
Invesco
Georgia
$26.9M -$600K -122,553 -2%
RCM
6
Raging Capital Management
New Jersey
$25.5M +$24.2M +4,941,712 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$18.9M +$2.08M +424,632 +13%
GGHC
8
Gilder Gagnon Howe & Co
New York
$18.7M +$11.9M +2,429,528 +204%
Blackstone Inc
9
Blackstone Inc
New York
$12.5M
ACH
10
ArrowMark Colorado Holdings
Colorado
$11.8M +$3.96M +809,459 +55%
State Street
11
State Street
Massachusetts
$7.32M +$140K +28,504 +2%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$6.61M +$6.26M +1,279,200 New
Capital World Investors
13
Capital World Investors
California
$6.41M
Northern Trust
14
Northern Trust
Illinois
$5.13M +$141K +28,744 +3%
TA
15
Teachers Advisors
New York
$5.09M +$769K +157,145 +19%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$4.59M -$8.84M -1,806,474 -67%
KCM
17
Kennedy Capital Management
Missouri
$4.21M +$4.7K +961 +0.1%
Morgan Stanley
18
Morgan Stanley
New York
$4M +$2.13M +435,774 +129%
CC
19
Casdin Capital
New York
$3.62M +$3.43M +700,000 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.39M +$328K +67,069 +11%
PAM
21
Panagora Asset Management
Massachusetts
$2.88M -$32K -6,533 -1%
Ameriprise
22
Ameriprise
Minnesota
$2.44M +$4.55K +930 +0.2%
MOACM
23
Mutual of America Capital Management
New York
$2.4M -$887K -181,182 -28%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.11M +$87.1K +17,794 +5%
Allianz Asset Management
25
Allianz Asset Management
Germany
$2.05M -$108K -22,000 -5%

PACB Hedge Fund Activity: Q1 2017 in Review

106 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q1 2017, worth a combined $406M — up 69% from $240M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PACB and 19 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was BlackRock, adding an estimated $38.5M. The largest seller was UBS Group, cutting an estimated $28M.

  • 106 institutional investors held Pacific Biosciences (PACB) as of Q1 2017, down from 115 in Q4 2016.
  • Funds reported $406M of Pacific Biosciences stock for Q1 2017, up 69% quarter-over-quarter.
  • 19 funds opened new Pacific Biosciences positions in Q1 2017 and 22 closed out, a net change of -3 holders.
  • The largest Pacific Biosciences buyer in Q1 2017 was BlackRock, an estimated $38.5M added.
  • The largest Pacific Biosciences seller in Q1 2017 was UBS Group, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2017.