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SOPHiA GENETICS
SOPH

Overview Fund Activity

36 hedge funds and large institutions have $81.4M invested in SOPHiA GENETICS in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
11
Reduced
6
Closed
1
Calls
$18K
Puts
–
Net Calls
+$18K
Net Calls Change
+$18K

Top Buyers

1
PHP
1
Parkman Healthcare Partners
Connecticut
$942K
2
EIM
2
Essex Investment Management
Massachusetts
$584K
3
MSAM
3
Moloney Securities Asset Management
Missouri
$397K
4
LCM
4
Legato Capital Management
California
$235K
5
Morgan Stanley
5
Morgan Stanley
New York
$434K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$8.9M
2
BPC
2
Banque Pictet & Cie
Switzerland
$10.3M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$565K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.15K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Generation Investment Management
United Kingdom
$32M 6,789,560 – –
BPC
2
Banque Pictet & Cie
Switzerland
$10.3M 2,197,220 -40,120 -2%
CS
3
Credit Suisse
Switzerland
$9.58M 2,033,719 +1,882 +0.1%
Millennium Management
4
Millennium Management
New York
$8.9M 1,888,602 -42,790 -2%
AWA
5
Alta Wealth Advisors
Massachusetts
$6.64M 1,409,160 – –
Principal Financial Group
6
Principal Financial Group
Iowa
$4.69M 995,500 +24,837 +3%
BlackRock
7
BlackRock
New York
$1.41M 298,672 – –
PVI
8
Pura Vida Investments
New York
$1.34M 284,724 – –
BPCE
9
Bank Pictet & Cie (Europe)
Germany
$1.07M 227,600 – –
PHP
10
Parkman Healthcare Partners
Connecticut
$942K 199,997 +199,997 New
EDRH
11
Edmond de Rothschild Holding
Switzerland
$912K 193,634 – –
EIM
12
Essex Investment Management
Massachusetts
$584K 123,901 +123,901 New
Federated Hermes
13
Federated Hermes
Pennsylvania
$565K 120,000 -40,000 -25%
Morgan Stanley
14
Morgan Stanley
New York
$434K 92,110 +43,859 +91%
MSAM
15
Moloney Securities Asset Management
Missouri
$397K 84,200 +59,700 +244%
BPCA
16
Bank Pictet & Cie (Asia)
Singapore
$325K 69,020 – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$300K 63,703 +1,207 +2%
LCM
18
Legato Capital Management
California
$235K 49,899 +49,899 New
SSA
19
Schonfeld Strategic Advisors
New York
$189K 40,200 +40,200 New
PFM
20
Privium Fund Management
Netherlands
$140K 29,080 – –
Renaissance Technologies
21
Renaissance Technologies
New York
$100K 21,300 +1,400 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$95K 20,174 -2,805 -12%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$75.6K 16,055 – –
Zurich Cantonal Bank
24
Zurich Cantonal Bank
Switzerland
$65.2K 13,834 +6,552 +90%
BCV
25
Banque Cantonale Vaudoise
Switzerland
$42K 8,900 – –
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