SOPH icon

SOPHiA GENETICS
SOPH

Overview Fund Activity

31 hedge funds and large institutions have $82.1M invested in SOPHiA GENETICS in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
9
Reduced
7
Closed
3
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$10.2M
2
ACM
2
AKRE Capital Management
Virginia
$8.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$6.27M
4
EIM
4
Essex Investment Management
Massachusetts
$1.4M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$289K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.03M
2
BlackRock
2
BlackRock
New York
$22.8K
3
PHP
3
Parkman Healthcare Partners
Connecticut
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
MSAM
5
Moloney Securities Asset Management
Missouri
$756K
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Generation Investment Management
United Kingdom
$31.1M 6,789,560 – –
UBS AM
2
UBS AM
Illinois
$10.2M 2,222,347 +2,222,347 New
BPC
3
Banque Pictet & Cie
Switzerland
$10.1M 2,197,220 – –
ACM
4
AKRE Capital Management
Virginia
$8.8M 1,920,432 +1,632,733 +568%
AWA
5
Alta Wealth Advisors
Massachusetts
$6.45M 1,409,160 – –
Principal Financial Group
6
Principal Financial Group
Iowa
$6.27M 1,368,378 +361,201 +36%
Millennium Management
7
Millennium Management
New York
$3.03M 662,656 -1,158,816 -64%
EIM
8
Essex Investment Management
Massachusetts
$1.4M 305,338 +42,504 +16%
BPCE
9
Bank Pictet & Cie (Europe)
Germany
$1.02M 223,000 – –
EDRH
10
Edmond de Rothschild Holding
Switzerland
$931K 203,334 – –
MSAM
11
Moloney Securities Asset Management
Missouri
$756K 165,000 -13,000 -7%
LCM
12
Legato Capital Management
California
$477K 104,083 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$398K 86,851 +17,688 +26%
Federated Hermes
14
Federated Hermes
Pennsylvania
$289K 63,000 +23,000 +58%
Morgan Stanley
15
Morgan Stanley
New York
$275K 60,077 +13,530 +29%
BPCA
16
Bank Pictet & Cie (Asia)
Singapore
$211K 46,020 – –
Renaissance Technologies
17
Renaissance Technologies
New York
$101K 22,000 -900 -4%
CLOS
18
Compagnie Lombard Odier SCmA
Switzerland
$73.5K 16,055 – –
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$56.8K 12,354 – –
BCV
20
Banque Cantonale Vaudoise
Switzerland
$55K 12,000 +9,000 +300%
Zurich Cantonal Bank
21
Zurich Cantonal Bank
Switzerland
$52.1K 11,381 -1,518 -12%
UBS Group
22
UBS Group
Switzerland
$35.6K 7,770 -203 -3%
BlackRock
23
BlackRock
New York
$22.8K 4,979 -293,693 -98%
NA
24
NewEdge Advisors
Louisiana
$11.9K 2,588 -1,373 -35%
AssetMark Inc
25
AssetMark Inc
California
$8.85K 1,932 +51 +3%
1
2