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Precigen

157 hedge funds and large institutions have $65.1M invested in Precigen in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 32

4.04% more ownership

Funds ownership: 20.33%24.37% (+4%)

1% more capital invested

Capital invested by funds: $64.2M → $65.1M (+$901K)

2% less funds holding

Funds holding: 161157 (-4)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

47% less call options, than puts

Call options by funds: $124K | Put options by funds: $234K

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
65
Reduced
32
Closed
22
Calls
$124K
Puts
$234K
Net Calls
-$110K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$11K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$10.1K
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$10K -$4.48K -3,106 -26%
CAM
129
Cacti Asset Management
Georgia
$7.95K
AIP
130
Ameritas Investment Partners
Nebraska
$7.88K
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$7.21K +$711 +493 +8%
CG
132
Cutler Group
California
$6K -$1.48K -1,026 -15%
IA
133
IFP Advisors
Florida
$4.7K -$1.54K -1,070 -54%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$4.65K +$473 +328 +8%
TC
135
Truvestments Capital
Florida
$3.79K -$721 -500 -12%
SPIA
136
Steward Partners Investment Advisory
New York
$3.74K
CUAMC
137
China Universal Asset Management Company
China
$3.6K +$1.86K +1,287 +61%
TIM
138
Tortoise Investment Management
New York
$3.18K
CFD
139
Creative Financial Designs
Indiana
$2.12K
WAM
140
WFA Asset Management
Wisconsin
$1.91K
AF
141
Advisornet Financial
Minnesota
$1.84K +$144 +100 +6%
BWA
142
BDO Wealth Advisors
Florida
$1.59K
SWM
143
Spire Wealth Management
Virginia
$1.48K
Daiwa Securities Group
144
Daiwa Securities Group
Japan
$1K
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$954
GWM
146
Geneos Wealth Management
Colorado
$849
BAM
147
Belpointe Asset Management
Nevada
$472
TWA
148
TCI Wealth Advisors
Arizona
$318 +$288 +200 +200%
AWM
149
Avior Wealth Management
Nebraska
$265
HIA
150
Harbor Investment Advisory
Maryland
$228

PGEN Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Precigen (PGEN) for Q1 2023, worth a combined $65.1M — up 1.4% from $64.2M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PGEN and 19 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 65 added.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $3.12M.

  • 157 institutional investors held Precigen (PGEN) as of Q1 2023, down from 161 in Q4 2022.
  • Funds reported $65.1M of Precigen stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 19 funds opened new Precigen positions in Q1 2023 and 22 closed out, a net change of -3 holders.
  • The largest Precigen buyer in Q1 2023 was Miller Value Partners, an estimated $13.7M added.
  • The largest Precigen seller in Q1 2023 was Millennium Management, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2023.