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Precigen

137 hedge funds and large institutions have $85.6M invested in Precigen in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $85K | Put options by funds: $17K

1.94% more ownership

Funds ownership: 23.72%25.65% (+1.9%)

1% less capital invested

Capital invested by funds: $86M → $85.6M (-$450K)

1% less funds holding

Funds holding: 138137 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

24% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 45

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
45
Closed
19
Calls
$85K
Puts
$17K
Net Calls
+$68K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$54K -$1.8K -1,533 -4%
Lazard Asset Management
77
Lazard Asset Management
New York
$53K -$1.74K -1,480 -4%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$51.7K
ProShare Advisors
79
ProShare Advisors
Maryland
$51.3K +$4.72K +4,014 +12%
BFG
80
Bleakley Financial Group
New Jersey
$45.9K -$12.6K -10,731 -24%
SS
81
Simplicity Solutions
Minnesota
$45.9K -$12.6K -10,731 -24%
DT
82
Diversified Trust
Tennessee
$39K +$34.2K +29,126 New
CUAMC
83
China Universal Asset Management Company
China
$38.6K +$26.1K +22,227 +339%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.1K -$28.7K -24,462 -48%
Creative Planning
85
Creative Planning
Kansas
$33.1K -$241K -204,920 -89%
CCM
86
Chiron Capital Management
Florida
$32.2K -$37.4K -31,800 -57%
Citigroup
87
Citigroup
New York
$30.9K +$23.3K +19,810 +608%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$29.8K -$8.9K -7,574 -25%
Fisher Asset Management
89
Fisher Asset Management
Washington
$29.2K +$25.6K +21,800 New
Simplex Trading
90
Simplex Trading
Illinois
$25K +$17.3K +14,745 +347%
Group One Trading
91
Group One Trading
Illinois
$24.2K -$4.05K -3,451 -16%
SIP
92
Stoneridge Investment Partners
Pennsylvania
$23K
WSC
93
Wellington Shields & Co
New York
$22.8K
Victory Capital Management
94
Victory Capital Management
Texas
$22.6K +$4.3K +3,659 +28%
BWA
95
Bordeaux Wealth Advisors
California
$22.1K
IC
96
IEQ Capital
California
$22.1K
PCM
97
Prelude Capital Management
New York
$22K +$19.3K +16,393 New
GCM
98
Graham Capital Management
Connecticut
$21.1K -$4.32K -3,676 -19%
NSEDCP
99
NJ State Employees Deferred Compensation Plan
New Jersey
$20.1K
AIP
100
Ameritas Investment Partners
Nebraska
$18.1K

PGEN Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Precigen (PGEN) for Q4 2023, worth a combined $85.6M — down 0.52% from $86M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PGEN and 18 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 34 added.

The largest buyer was Patient Capital Management, adding an estimated $2.62M. The largest seller was GMT Capital, exiting entirely with an estimated $950K sold.

  • 137 institutional investors held Precigen (PGEN) as of Q4 2023, down from 138 in Q3 2023.
  • Funds reported $85.6M of Precigen stock for Q4 2023, down 0.52% quarter-over-quarter.
  • 18 funds opened new Precigen positions in Q4 2023 and 19 closed out, a net change of -1 holder.
  • The largest Precigen buyer in Q4 2023 was Patient Capital Management, an estimated $2.62M added.
  • The largest Precigen seller in Q4 2023 was GMT Capital, an estimated $950K sold.

Based on aggregated 13F filings for Q4 2023.