SOPH icon

SOPHiA GENETICS
SOPH

Overview Fund Activity

36 hedge funds and large institutions have $55.5M invested in SOPHiA GENETICS in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
8
Reduced
8
Closed
–
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
-$19K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.18M
2
UBS Group
2
UBS Group
Switzerland
$118K
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$312K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$125K
5
GAA
5
Green Alpha Advisors
Colorado
$145K

Top Sellers

1
MSAM
1
Moloney Securities Asset Management
Missouri
$146K
2
Principal Financial Group
2
Principal Financial Group
Iowa
$4.46M
3
UBS AM
3
UBS AM
Illinois
$6.75M
4
Morgan Stanley
4
Morgan Stanley
New York
$114K
5
Squarepoint
5
Squarepoint
New York
$42.9K
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Generation Investment Management
United Kingdom
$20.8M 6,789,560 – –
BPC
2
Banque Pictet & Cie
Switzerland
$7M 2,243,240 – –
ACM
3
AKRE Capital Management
Virginia
$6.87M 2,237,504 – –
UBS AM
4
UBS AM
Illinois
$6.75M 2,200,000 -20,322 -0.9%
Principal Financial Group
5
Principal Financial Group
Iowa
$4.46M 1,428,344 -26,798 -2%
AWA
6
Alta Wealth Advisors
Massachusetts
$4.33M 1,409,160 – –
Millennium Management
7
Millennium Management
New York
$2.18M 698,634 +42,689 +7%
BPCE
8
Bank Pictet & Cie (Europe)
Germany
$696K 223,000 – –
EDRH
9
Edmond de Rothschild Holding
Switzerland
$634K 203,334 – –
Federated Hermes
10
Federated Hermes
Pennsylvania
$312K 100,000 +28,819 +40%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$284K 90,975 +1,500 +2%
MSAM
12
Moloney Securities Asset Management
Missouri
$146K 47,500 -34,000 -42%
GAA
13
Green Alpha Advisors
Colorado
$145K 47,216 +25,686 +119%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$125K 40,022 +26,000 +185%
UBS Group
15
UBS Group
Switzerland
$118K 38,553 +30,783 +396%
Morgan Stanley
16
Morgan Stanley
New York
$114K 37,101 -10,095 -21%
SBCM
17
Silverberg Bernstein Capital Management
New York
$70.1K 22,464 +22,464 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$67.6K 21,619 +4,115 +24%
Citadel Advisors
19
Citadel Advisors
Florida
$64.2K 20,586 +5,094 +33%
Renaissance Technologies
20
Renaissance Technologies
New York
$64.2K 20,900 -1,000 -5%
EGM
21
Engineers Gate Manager
New York
$48.8K 15,902 +15,902 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$46.3K 14,835 +14,835 New
Squarepoint
23
Squarepoint
New York
$42.9K 13,753 -5,886 -30%
CLOS
24
Compagnie Lombard Odier SCmA
Switzerland
$25.1K 8,055 – –
Zurich Cantonal Bank
25
Zurich Cantonal Bank
Switzerland
$24.1K 7,727 -742 -9%
1
2