Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRECIGEN INC (PGEN)

177 + Investors. Track Smart Money conviction in PGEN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — PGEN

Based on 172 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added PGEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
172 hedge funds hold PGEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

108 buying61 selling
Last quarter: 108 funds were net buyers (33 opened a brand new position + 75 added to an existing one). Only 61 were sellers (38 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 19 → 38 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 23% medium 27% new
85 out of 172 hedge funds have held PGEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +47% but shares only +15% — price-driven

Value
+46%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +47%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

18 → 24 → 19 → 38 → 33 new funds/Q
New funds entering each quarter: 24 → 19 → 38 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 11% 1-2yr 32% new
Of 177 current holders: 101 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
34 of 172 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PGEN

In 2025 Q4, 108 hedge funds were net buyers of PGEN (33 opened a new position, 75 added to an existing one), while 61 reduced or exited (38 trimmed, 23 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in PGEN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 172.

Hedge Fund Ownership: PGEN

How many hedge funds hold PGEN — quarterly history vs. share price
Quarterly hedge fund ownership of PGEN vs. share price

Market Analysis: PGEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PGEN

Healthcare Biotechnology

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PGEN
2026 Q1 Stats Unlock in 7 days 177 + Investors

Track Smart Money conviction in PGEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 177 170 4.12%
13F Shares 138M 120M 15.49%
Total Value $578M $394M 46.71%
New Positions 33 38 -5
Increased Positions 81 65 +16
Closed Positions 23 18 +5
Reduced Positions 49 52 -3
Total Calls 5 6 -16.67%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.4 0.67 Bullish

Statistics: PGEN

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Financial Highlights

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Institutional Holders (2026 Q1)

177 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PGEN. Verified SEC 13F-HR filings.

Top 25 institutional holders of PGEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IRIDIAN ASSET MANAGEMENT LLC/CT 5.64% 3,592,730 $13.9M
2 Lansing Street Advisors 0.54% 553,663 $2.1M
3 Investment Insight Wealth Management, LLC 0.44% 105,906 $410K
4 LexAurum Advisors, LLC 0.35% 689,413 $2.7M
5 STONERIDGE INVESTMENT PARTNERS LLC 0.04% 16,126
6 Inspire Investing, LLC 0.04% 136,122 $527K
7 Asempa Wealth Advisors 0.04% 11,601 $46K
8 Flower City Capital 0.04% 20,000 $77K
9 WINTON GROUP Ltd 0.03% 198,799 $769K
10 PROFUND ADVISORS LLC 0.02% 142,362 $551K
11 Persistent Asset Partners Ltd 0.02% 13,978 $54K
12 China Universal Asset Management Co., Ltd. 0.02% 62,789 $243K
13 Caitong International Asset Management Co., Ltd 0.02% 23,905 $93K
14 Wellington Shields & Co., LLC 0.02% 17,000 $66K
15 SANDERS MORRIS HARRIS LLC 0.02% 25,000 $97K
16 Fortis Group Advisors, LLC 0.01% 18,966 $79K
17 Abel Hall, LLC 0.01% 11,061 $43K
18 Allegheny Financial Group 0.01% 17,065 $66K
19 CARY STREET PARTNERS FINANCIAL LLC 0.01% 87,593 $339K
20 Intellus Advisors LLC 0.01% 15,870 $61K
21 NINE MASTS CAPITAL Ltd 0.01% 11,608 $45K
22 SMITH, MOORE & CO. 0.01% 20,000 $77K
23 NJ State Employees Deferred Compensation Plan 0.01% 15,000 $49K
24 E Fund Management Co., Ltd. 0.00% 40,126 $155K
25 Key FInancial Inc 0.00% 5,000 $19K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRECIGEN INC (PGEN)

What does the Smart Money Trend signal show for PGEN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added PGEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PGEN?

More buyers than sellers — 64% buying: Last quarter: 108 funds were net buyers (33 opened a brand new position + 75 added to an existing one). Only 61 were sellers (38 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PGEN holders?

Strong quality — 35% AUM from major funds: 34 of 172 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PGEN?

49% of holders stayed for 2+ years: 85 out of 172 hedge funds have held PGEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.