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Precigen

171 hedge funds and large institutions have $2.42B invested in Precigen in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 168171 (+3)

5% more call options, than puts

Call options by funds: $24.5M | Put options by funds: $23.5M

0.99% less ownership

Funds ownership: 85.7%84.71% (-0.99%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

14% less capital invested

Capital invested by funds: $2.81B → $2.42B (-$391M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
27
Increased
56
Reduced
58
Closed
19
Calls
$24.5M
Puts
$23.5M
Net Calls
+$1.06M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$761K -$121K -4,335 -13%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$737K +$91.2K +3,277 +12%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$731K -$141K -5,083 -14%
AAM
79
Advisors Asset Management
Colorado
$704K -$10.2K -365 -1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$695K -$182K -6,556 -18%
UBS AM
81
UBS AM
Illinois
$694K -$264K -9,485 -25%
Macquarie Group
82
Macquarie Group
Australia
$659K -$15.4K -554 -2%
PA
83
Profund Advisors
Maryland
$648K -$120K -4,310 -14%
BIM
84
BlackRock Investment Management
Delaware
$642K +$109K +3,913 +17%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$617K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$613K -$15.2K -547 -2%
PWS
87
Peloton Wealth Strategists
Indiana
$605K +$73K +2,623 +12%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$581K -$154K -5,550 -19%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$573K -$32.3K -1,161 -5%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$506K +$534K +19,192 +1,045%
HighTower Advisors
91
HighTower Advisors
Illinois
$499K +$32.3K +1,160 +6%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$498K -$18.5K -666 -3%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$482K +$63.5K +2,280 +12%
RBC
94
Ronald Blue & Co
Georgia
$472K +$546K +19,598 New
AC
95
Addison Capital
Pennsylvania
$462K -$51.4K -1,846 -9%
Invesco
96
Invesco
Georgia
$445K +$72K +2,587 +16%
PPA
97
Parametric Portfolio Associates
Washington
$415K +$58.1K +2,087 +14%
NIT
98
NumerixS Investment Technologies
British Columbia, Canada
$402K +$465K +16,691 New
HK
99
Horizon Kinetics
New York
$399K +$51.2K +1,841 +13%
Nomura Holdings
100
Nomura Holdings
Japan
$396K +$451K +16,194 New

PGEN Hedge Fund Activity: Q4 2016 in Review

171 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Precigen (PGEN) for Q4 2016, worth a combined $2.42B — down 14% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PGEN positions and 19 closed out — a net gain of 8 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $14.7M. The largest seller was AQR Capital Management, cutting an estimated $26.7M.

  • 171 institutional investors held Precigen (PGEN) as of Q4 2016, up from 168 in Q3 2016.
  • Funds reported $2.42B of Precigen stock for Q4 2016, down 14% quarter-over-quarter.
  • 27 funds opened new Precigen positions in Q4 2016 and 19 closed out, a net change of +8 holders.
  • The largest Precigen buyer in Q4 2016 was Frontier Capital Management, an estimated $14.7M added.
  • The largest Precigen seller in Q4 2016 was AQR Capital Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2016.