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Pacific Biosciences

210 hedge funds and large institutions have $4.42B invested in Pacific Biosciences in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more capital invested

Capital invested by funds: $1.45B → $4.42B (+$2.97B)

106% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 35

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

21% more funds holding

Funds holding: 174210 (+36)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6.85% more ownership

Funds ownership: 84.13%90.98% (+6.9%)

2% more call options, than puts

Call options by funds: $41M | Put options by funds: $40.2M

Holders
210
Holders Change
+36
Holders Change %
+20.69%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
72
Increased
68
Reduced
54
Closed
35
Calls
$41M
Puts
$40.2M
Net Calls
+$740K
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$739M +$147M +8,659,849 +44%
BlackRock
2
BlackRock
New York
$392M +$11.8M +696,299 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$371M +$67.1M +3,950,323 +38%
JSP
4
Jackson Square Partners
California
$350M +$229M +13,474,438 New
Capital International Investors
5
Capital International Investors
California
$254M -$15.8M -931,806 -9%
SM
6
SB Management
United Arab Emirates
$238M +$156M +9,191,755 New
Capital World Investors
7
Capital World Investors
California
$141M
NAMA
8
Nikko Asset Management Americas
New York
$130M +$15.3M +902,585 +22%
CC
9
Casdin Capital
New York
$130M +$8.5M +500,000 +11%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$116M +$6.14M +361,541 +9%
State Street
11
State Street
Massachusetts
$104M -$5.24M -308,296 -7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$86.1M +$16M +942,147 +40%
BBA
13
Baker Bros. Advisors
New York
$83.1M -$816K -48,028 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$77.3M +$7.99M +470,245 +19%
Ameriprise
15
Ameriprise
Minnesota
$60.5M +$36.5M +2,146,953 +1,170%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$57.3M -$8.89M -522,875 -19%
SEI Investments
17
SEI Investments
Pennsylvania
$56.3M +$36.9M +2,169,036 New
Northern Trust
18
Northern Trust
Illinois
$55.1M +$838K +49,337 +2%
FCM
19
Farallon Capital Management
California
$54.5M -$33.4M -1,963,770 -48%
RCM
20
RA Capital Management
Massachusetts
$51.6M +$33.8M +1,987,997 New
BAMCO Inc
21
BAMCO Inc
New York
$49.2M -$20.6M -1,209,641 -39%
OIM
22
Oracle Investment Management
Connecticut
$44.7M
BG
23
Bellevue Group
Switzerland
$44.1M -$37.5M -2,206,288 -57%
Invesco
24
Invesco
Georgia
$44M -$1.5M -88,123 -5%
Viking Global Investors
25
Viking Global Investors
Connecticut
$40.5M -$50.2M -2,955,708 -65%

PACB Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pacific Biosciences (PACB) for Q4 2020, worth a combined $4.42B — up 205% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PACB positions and 35 closed out — a net gain of 37 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $229M. The largest seller was Viking Global Investors, cutting an estimated $50.2M.

  • 210 institutional investors held Pacific Biosciences (PACB) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $4.42B of Pacific Biosciences stock for Q4 2020, up 205% quarter-over-quarter.
  • 72 funds opened new Pacific Biosciences positions in Q4 2020 and 35 closed out, a net change of +37 holders.
  • The largest Pacific Biosciences buyer in Q4 2020 was Jackson Square Partners, an estimated $229M added.
  • The largest Pacific Biosciences seller in Q4 2020 was Viking Global Investors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q4 2020.