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Precigen

154 hedge funds and large institutions have $1.98B invested in Precigen in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 77 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% less ownership

Funds ownership: 84.71%84.37% (-0.34%)

10% less funds holding

Funds holding: 171154 (-17)

18% less capital invested

Capital invested by funds: $2.42B → $1.98B (-$434M)

22% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.6M

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

36% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 77

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
154
Holders Change
-17
Holders Change %
-9.94%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
27
Increased
49
Reduced
77
Closed
37
Calls
$15.3M
Puts
$19.6M
Net Calls
-$4.35M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$482K -$29.7K -1,329 -5%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$480K +$71.7K +3,212 +15%
AW
78
ACG Wealth
Georgia
$480K +$540K +24,207 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$475K -$30.6K -1,370 -5%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$474K -$4.67K -209 -0.9%
JG
81
Jefferies Group
New York
$463K -$438K -19,628 -46%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$448K -$27.4K -1,227 -5%
Creative Planning
83
Creative Planning
Kansas
$442K +$188K +8,423 +61%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$428K -$4.33K -194 -0.9%
HK
85
Horizon Kinetics
New York
$418K +$101K +4,511 +27%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$402K -$9.71K -435 -2%
RBC
87
Ronald Blue & Co
Georgia
$385K -$3.91K -175 -0.9%
HighTower Advisors
88
HighTower Advisors
Illinois
$380K -$35.4K -1,584 -8%
AC
89
Addison Capital
Pennsylvania
$380K -$22 -1 -0%
EMFAT
90
Emerald Mutual Fund Advisers Trust
Pennsylvania
$368K -$1.54M -69,141 -79%
Capstone Investment Advisors
91
Capstone Investment Advisors
New York
$368K +$84.1K +3,768 +25%
OPPM
92
Opus Point Partners Management
New York
$365K +$189K +8,447 +85%
Legal & General Group
93
Legal & General Group
United Kingdom
$365K +$207K +9,258 +101%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$354K -$246K -11,038 -38%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$313K -$10.4K -464 -3%
EMG
96
Ellington Management Group
Connecticut
$313K +$353K +15,800 New
JMPWA
97
JP Morgan Private Wealth Advisors
California
$278K -$28.2K -1,263 -8%
CAM
98
Cacti Asset Management
Georgia
$247K +$53.8K +2,410 +24%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$239K -$2.95K -132 -1%
CCB
100
Cutter & Co Brokerage
Missouri
$222K -$2.25K -101 -0.9%

PGEN Hedge Fund Activity: Q1 2017 in Review

154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Precigen (PGEN) for Q1 2017, worth a combined $1.98B — down 18% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PGEN and 27 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 49 added.

The largest buyer was BlackRock, adding an estimated $52M. The largest seller was Fidelity Investments, cutting an estimated $11.9M.

  • 154 institutional investors held Precigen (PGEN) as of Q1 2017, down from 171 in Q4 2016.
  • Funds reported $1.98B of Precigen stock for Q1 2017, down 18% quarter-over-quarter.
  • 27 funds opened new Precigen positions in Q1 2017 and 37 closed out, a net change of -10 holders.
  • The largest Precigen buyer in Q1 2017 was BlackRock, an estimated $52M added.
  • The largest Precigen seller in Q1 2017 was Fidelity Investments, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2017.