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Precigen
PGEN

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: 138 → 137 (-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

Top Buyers

Rank Fund Capital Flow
1
PCM
Patient Capital Management
Maryland
+$2.62M
2
Morgan Stanley
Morgan Stanley
New York
+$1.83M
3
Millennium Management
Millennium Management
New York
+$1.67M
4
BlackRock
BlackRock
New York
+$780K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$418K

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$950K
2
FWC
First Washington Corp
Washington
-$918K
3
MP
MSD Partners
New York
-$711K
4
SMH
Sanders Morris Harris
Texas
-$582K
5
Renaissance Technologies
Renaissance Technologies
New York
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$17.7K +$235 +200 +2%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$16.4K +$1.02K +869 +8%
CWM
103
Congress Wealth Management
Massachusetts
$16.1K +$14.1K +12,000 New
HF
104
HRT Financial
New York
$16K +$14K +11,949 New
BCM
105
Bayesian Capital Management
New York
$15.1K +$13.3K +11,300 New
Legal & General Group
106
Legal & General Group
United Kingdom
$14.6K -$2.08K -1,770 -14%
GKWIM
107
Gerber Kawasaki Wealth & Investment Management
California
$14.6K – – –
AB
108
Amalgamated Bank
New York
$14K -$1.16K -983 -9%
PAG
109
Private Advisor Group
New Jersey
$13.9K +$12.2K +10,357 New
FCC
110
Flower City Capital
New York
$13.4K +$11.7K +10,000 New
TRCT
111
Tower Research Capital (TRC)
New York
$10.7K +$2.74K +2,335 +42%
CAM
112
Cacti Asset Management
Georgia
$10.5K – – –
Canada Life
113
Canada Life
Manitoba, Canada
$8K -$7.48K -6,369 -51%
CG
114
Cutler Group
California
$8K – – –
SPIA
115
Steward Partners Investment Advisory
New York
$4.56K – – –
TIM
116
Tortoise Investment Management
New York
$4.02K – – –
TC
117
Truvestments Capital
Florida
$3.46K – – –
GRP
118
Global Retirement Partners
California
$2.61K +$2.35K +2,000 New
WAM
119
WFA Asset Management
Wisconsin
$2.41K – – –
AF
120
Advisornet Financial
Minnesota
$2.33K – – –
LC
121
Lindbrook Capital
California
$2.2K +$1.93K +1,642 New
SWM
122
Spire Wealth Management
Virginia
$1.79K – – –
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$1.58K -$6.62K -5,631 -83%
GWM
124
Geneos Wealth Management
Colorado
$1.34K – – –
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21K – – –
3 4
5
6 7

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.