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Precigen

166 hedge funds and large institutions have $773M invested in Precigen in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $13.1M

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2.19% less ownership

Funds ownership: 88.11%85.91% (-2.2%)

2% less funds holding

Funds holding: 170166 (-4)

63% less capital invested

Capital invested by funds: $2.08B → $773M (-$1.31B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
50
Reduced
47
Closed
31
Calls
$19.2M
Puts
$13.1M
Net Calls
+$6.12M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$443M +$7.78M +694,531 +1%
BlackRock
2
BlackRock
New York
$43.1M +$17.6M +1,572,900 +31%
First Trust Advisors
3
First Trust Advisors
Illinois
$42.5M -$2.2M -196,218 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41M +$732K +65,286 +1%
MVP
5
Miller Value Partners
Florida
$31.9M +$1.92M +171,125 +4%
State Street
6
State Street
Massachusetts
$30.5M +$7.73M +690,098 +17%
Morgan Stanley
7
Morgan Stanley
New York
$25.1M +$7.57M +675,335 +21%
IAM
8
Iridian Asset Management
Connecticut
$24.9M -$12.9M -1,146,981 -23%
Northern Trust
9
Northern Trust
Illinois
$5.94M -$735K -65,562 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.38M +$637K +56,831 +7%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$4.84M
PCM
12
Peregrine Capital Management
Minnesota
$4.2M -$45.9K -4,096 -0.6%
UBS Group
13
UBS Group
Switzerland
$4.05M +$4.33M +386,521 +166%
SEI Investments
14
SEI Investments
Pennsylvania
$3.6M
Barclays
15
Barclays
United Kingdom
$3.35M -$3.72M -331,955 -39%
Goldman Sachs
16
Goldman Sachs
New York
$2.69M +$570K +50,848 +14%
Citigroup
17
Citigroup
New York
$2.67M +$3.06M +273,064 +202%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$2.61M -$851K -75,900 -16%
Charles Schwab
19
Charles Schwab
California
$2.59M -$3.72K -332 -0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.06M +$120K +10,691 +4%
Norges Bank
21
Norges Bank
Norway
$2.01M +$1.51M +135,133 +78%
FWC
22
First Washington Corp
Washington
$1.79M -$51.3K -4,580 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$1.74M -$7.13M -635,900 -70%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$1.73M -$561K -50,058 -16%
Citadel Advisors
25
Citadel Advisors
Florida
$1.65M -$792K -70,702 -22%

PGEN Hedge Fund Activity: Q4 2018 in Review

166 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Precigen (PGEN) for Q4 2018, worth a combined $773M — down 63% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PGEN positions and 31 closed out — a net gain of 1 holder — while 50 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $17.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $82.4M sold.

  • 166 institutional investors held Precigen (PGEN) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $773M of Precigen stock for Q4 2018, down 63% quarter-over-quarter.
  • 32 funds opened new Precigen positions in Q4 2018 and 31 closed out, a net change of +1 holder.
  • The largest Precigen buyer in Q4 2018 was BlackRock, an estimated $17.6M added.
  • The largest Precigen seller in Q4 2018 was Fidelity Investments, an estimated $82.4M sold.

Based on aggregated 13F filings for Q4 2018.