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Precigen

162 hedge funds and large institutions have $1.13B invested in Precigen in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

5% more funds holding

Funds holding: 155162 (+7)

3.33% more ownership

Funds ownership: 77.75%81.07% (+3.3%)

3% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $11.8M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

37% less capital invested

Capital invested by funds: $1.78B → $1.13B (-$654M)

Holders
162
Holders Change
+7
Holders Change %
+4.52%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
60
Reduced
43
Closed
30
Calls
$12.2M
Puts
$11.8M
Net Calls
+$399K
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$667M +$21.2M +1,423,236 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$59M +$4.75M +318,776 +7%
MVP
3
Miller Value Partners
Florida
$52.8M +$13.6M +912,175 +25%
IAM
4
Iridian Asset Management
Connecticut
$52M +$12.3M +828,368 +22%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.5M -$27M -1,815,094 -32%
State Street
6
State Street
Massachusetts
$38.2M +$10.7M +718,786 +28%
BlackRock
7
BlackRock
New York
$29.5M +$2.13M +142,915 +6%
First Trust Advisors
8
First Trust Advisors
Illinois
$25.9M +$9.82M +659,632 +42%
Morgan Stanley
9
Morgan Stanley
New York
$22.7M -$2.26M -151,617 -7%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$12.7M
Barclays
11
Barclays
United Kingdom
$7.97M +$10.1M +676,513 +4,467%
PCM
12
Peregrine Capital Management
Minnesota
$7.44M +$927K +62,268 +11%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$6.48M +$6.71M +450,497 +402%
Bank of America
14
Bank of America
North Carolina
$6.05M +$3.24M +217,841 +71%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.74M +$191K +12,847 +3%
MSDF
16
Michael & Susan Dell Foundation
New York
$4.99M
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4.68M -$1.57M -105,387 -21%
Northern Trust
18
Northern Trust
Illinois
$4.32M +$150K +10,082 +3%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$3.41M +$581K +39,017 +15%
FWC
20
First Washington Corp
Washington
$3.34M +$1.39M +93,280 +47%
FCM
21
Frontier Capital Management
Massachusetts
$3.18M +$2.39M +160,701 +139%
Goldman Sachs
22
Goldman Sachs
New York
$2.76M +$1.07M +71,538 +43%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.73M -$5.51K -370 -0.2%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.47M +$3.19M +214,291 New
Norges Bank
25
Norges Bank
Norway
$2.29M

PGEN Hedge Fund Activity: Q4 2017 in Review

162 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Precigen (PGEN) for Q4 2017, worth a combined $1.13B — down 37% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PGEN positions and 30 closed out — a net gain of 7 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Third Security, adding an estimated $21.2M. The largest seller was Fidelity Investments, cutting an estimated $27M.

  • 162 institutional investors held Precigen (PGEN) as of Q4 2017, up from 155 in Q3 2017.
  • Funds reported $1.13B of Precigen stock for Q4 2017, down 37% quarter-over-quarter.
  • 37 funds opened new Precigen positions in Q4 2017 and 30 closed out, a net change of +7 holders.
  • The largest Precigen buyer in Q4 2017 was Third Security, an estimated $21.2M added.
  • The largest Precigen seller in Q4 2017 was Fidelity Investments, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2017.