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SOPHiA GENETICS
SOPH

Overview Fund Activity

30 hedge funds and large institutions have $65.2M invested in SOPHiA GENETICS in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
8
Reduced
8
Closed
4
Calls
$21K
Puts
$1K
Net Calls
+$20K
Net Calls Change
+$19K

Top Buyers

1
ACM
1
AKRE Capital Management
Virginia
$8.17M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$5.29M
3
BPC
3
Banque Pictet & Cie
Switzerland
$8.15M
4
GAA
4
Green Alpha Advisors
Colorado
$78.6K
5
Squarepoint
5
Squarepoint
New York
$71.4K

Top Sellers

1
EIM
1
Essex Investment Management
Massachusetts
$0
2
LCM
2
Legato Capital Management
California
$0
3
MSAM
3
Moloney Securities Asset Management
Missouri
$297K
4
BCV
4
Banque Cantonale Vaudoise
Switzerland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$172K
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Generation Investment Management
United Kingdom
$24.8M 6,789,560 – –
ACM
2
AKRE Capital Management
Virginia
$8.17M 2,237,504 +317,072 +17%
BPC
3
Banque Pictet & Cie
Switzerland
$8.15M 2,243,240 +46,020 +2%
UBS AM
4
UBS AM
Illinois
$8.1M 2,220,322 -2,025 -0.1%
Principal Financial Group
5
Principal Financial Group
Iowa
$5.29M 1,455,142 +86,764 +6%
AWA
6
Alta Wealth Advisors
Massachusetts
$5.14M 1,409,160 – –
Millennium Management
7
Millennium Management
New York
$2.38M 655,945 -6,711 -1%
BPCE
8
Bank Pictet & Cie (Europe)
Germany
$811K 223,000 – –
EDRH
9
Edmond de Rothschild Holding
Switzerland
$739K 203,334 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$325K 89,475 +2,624 +3%
MSAM
11
Moloney Securities Asset Management
Missouri
$297K 81,500 -83,500 -51%
Federated Hermes
12
Federated Hermes
Pennsylvania
$259K 71,181 +8,181 +13%
Morgan Stanley
13
Morgan Stanley
New York
$172K 47,196 -12,881 -21%
Renaissance Technologies
14
Renaissance Technologies
New York
$79.9K 21,900 -100 -0.5%
GAA
15
Green Alpha Advisors
Colorado
$78.6K 21,530 +21,530 New
Squarepoint
16
Squarepoint
New York
$71.4K 19,639 +19,639 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$63.9K 17,504 +5,150 +42%
Citadel Advisors
18
Citadel Advisors
Florida
$56.3K 15,492 +15,492 New
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$51K 14,022 +14,022 New
Zurich Cantonal Bank
20
Zurich Cantonal Bank
Switzerland
$30.8K 8,469 -2,912 -26%
CLOS
21
Compagnie Lombard Odier SCmA
Switzerland
$29.3K 8,055 -8,000 -50%
UBS Group
22
UBS Group
Switzerland
$28.4K 7,770 – –
BlackRock
23
BlackRock
New York
$18.2K 4,979 – –
NA
24
NewEdge Advisors
Louisiana
$9.45K 2,588 – –
AssetMark Inc
25
AssetMark Inc
California
$8.28K 2,269 +337 +17%
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