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SOPHiA GENETICS
SOPH

Overview Fund Activity

32 hedge funds and large institutions have $86.3M invested in SOPHiA GENETICS in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AKRE Capital Management
Virginia
$1.42M
2
EIM
2
Essex Investment Management
Massachusetts
$1.3M
3
CS
3
Credit Suisse
Switzerland
$10.7M
4
MSAM
4
Moloney Securities Asset Management
Missouri
$878K
5
LCM
5
Legato Capital Management
California
$513K

Top Sellers

1
PVI
1
Pura Vida Investments
New York
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$197K
3
Millennium Management
3
Millennium Management
New York
$8.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$229K
5
PFM
5
Privium Fund Management
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Generation Investment Management
United Kingdom
$33.5M 6,789,560 – –
BPC
2
Banque Pictet & Cie
Switzerland
$10.8M 2,197,220 – –
CS
3
Credit Suisse
Switzerland
$10.7M 2,167,540 +133,821 +7%
Millennium Management
4
Millennium Management
New York
$8.98M 1,821,472 -67,130 -4%
AWA
5
Alta Wealth Advisors
Massachusetts
$6.95M 1,409,160 – –
Principal Financial Group
6
Principal Financial Group
Iowa
$4.97M 1,007,177 +11,677 +1%
BlackRock
7
BlackRock
New York
$1.47M 298,672 – –
ACM
8
AKRE Capital Management
Virginia
$1.42M 287,699 +287,699 New
EIM
9
Essex Investment Management
Massachusetts
$1.3M 262,834 +138,933 +112%
BPCE
10
Bank Pictet & Cie (Europe)
Germany
$1.1M 223,000 -4,600 -2%
PHP
11
Parkman Healthcare Partners
Connecticut
$1.03M 209,896 +9,899 +5%
EDRH
12
Edmond de Rothschild Holding
Switzerland
$1M 203,334 +9,700 +5%
MSAM
13
Moloney Securities Asset Management
Missouri
$878K 178,000 +93,800 +111%
LCM
14
Legato Capital Management
California
$513K 104,083 +54,184 +109%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$341K 69,163 +5,460 +9%
SSA
16
Schonfeld Strategic Advisors
New York
$302K 61,200 +21,000 +52%
Morgan Stanley
17
Morgan Stanley
New York
$229K 46,547 -45,563 -49%
BPCA
18
Bank Pictet & Cie (Asia)
Singapore
$227K 46,020 -23,000 -33%
Federated Hermes
19
Federated Hermes
Pennsylvania
$197K 40,000 -80,000 -67%
Renaissance Technologies
20
Renaissance Technologies
New York
$113K 22,900 +1,600 +8%
CLOS
21
Compagnie Lombard Odier SCmA
Switzerland
$79.2K 16,055 – –
Zurich Cantonal Bank
22
Zurich Cantonal Bank
Switzerland
$63.6K 12,899 -935 -7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$60.9K 12,354 +12,354 New
UBS Group
24
UBS Group
Switzerland
$39.3K 7,973 – –
NA
25
NewEdge Advisors
Louisiana
$19.5K 3,961 +1,971 +99%
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