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SOPHiA GENETICS

32 hedge funds and large institutions have $262M invested in SOPHiA GENETICS in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more funds holding

Funds holding: 3032 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 29.42%29.15% (-0.27%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

21% less capital invested

Capital invested by funds: $331M → $262M (-$69M)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Generation Investment Management
United Kingdom
$95.7M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$33.6M +$352K +23,863 +1%
PHS
3
PFM Health Sciences
California
$27.5M -$1.04M -70,400 -3%
CS
4
Credit Suisse
Switzerland
$26M -$534K -36,244 -2%
Jennison Associates
5
Jennison Associates
New York
$20.3M +$11.7M +796,173 +123%
GE
6
General Electric
Ohio
$15.7M
Principal Financial Group
7
Principal Financial Group
Iowa
$12.4M +$869K +58,930 +7%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$8.58M -$153K -10,349 -2%
BlackRock
9
BlackRock
New York
$4.3M -$22.5K -1,524 -0.5%
RI
10
RTW Investments
New York
$4.23M
DCM
11
Driehaus Capital Management
Illinois
$4.15M -$213K -14,470 -5%
FAM
12
Fred Alger Management
New York
$2.21M -$80.7K -5,474 -3%
LOAMS
13
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.07M +$17.3K +1,174 +0.8%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$1.92M +$285K +19,308 +16%
Millennium Management
15
Millennium Management
New York
$1.69M -$2.85M -193,353 -62%
MSAM
16
Moloney Securities Asset Management
Missouri
$573K +$168K +11,400 +39%
UBS Group
17
UBS Group
Switzerland
$254K +$108K +7,358 +69%
Morgan Stanley
18
Morgan Stanley
New York
$251K -$1.25M -84,475 -83%
Citadel Advisors
19
Citadel Advisors
Florida
$200K +$209K +14,194 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$189K +$198K +13,461 New
BCV
21
Banque Cantonale Vaudoise
Switzerland
$141K +$147K +10,000 New
Zurich Cantonal Bank
22
Zurich Cantonal Bank
Switzerland
$137K +$44 +3 +0%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$113K
Northern Trust
24
Northern Trust
Illinois
$89K +$93.1K +6,311 New
HIA
25
Harbor Investment Advisory
Maryland
$20K +$21.2K +1,439 New

SOPH Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SOPHiA GENETICS (SOPH) for Q4 2021, worth a combined $262M — down 21% from $331M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SOPH positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Jennison Associates, adding an estimated $11.7M. The largest seller was Pura Vida Investments, exiting entirely with an estimated $7.89M sold.

  • 32 institutional investors held SOPHiA GENETICS (SOPH) as of Q4 2021, up from 30 in Q3 2021.
  • Funds reported $262M of SOPHiA GENETICS stock for Q4 2021, down 21% quarter-over-quarter.
  • 9 funds opened new SOPHiA GENETICS positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest SOPHiA GENETICS buyer in Q4 2021 was Jennison Associates, an estimated $11.7M added.
  • The largest SOPHiA GENETICS seller in Q4 2021 was Pura Vida Investments, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2021.