Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Precigen Inc (PGEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
6Q ▲
Buyers last Q
63%

Smart Money Signals — PGEN

Based on 203 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
203 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 — +47% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+47% 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 — 63% buying

117 buying68 selling
Last quarter: 117 funds were net buyers (45 opened a brand new position + 72 added to an existing one). Only 68 were sellers (48 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new PGEN position: 21 → 39 → 36 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 25% medium ■ 29% new
93 out of 203 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.
📈

Growing discovery — still being found

26 → 21 → 39 → 36 → 45 new funds/Q
New funds entering each quarter: 21 → 39 → 36 → 45. A growing number of institutions are discovering PGEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 32% newcomers

■ 58% veterans ■ 10% 1-2yr ■ 32% new
Entry-cohort mix of 211 holders: 122 (58%) are 2+ year veterans, 22 entered 1–2 years ago, and 67 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
45 of 203 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PGEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 2026 Q1, 117 hedge funds were net buyers of PGEN (45 opened a new position, 72 added to an existing one), while 68 reduced or exited (48 trimmed, 20 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in PGEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 203.

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

-- --

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

Is It Too Late to Buy Precigen Inc (PGEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PGEN has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
PGEN
+13.9%
XLV
+6.1%

PGEN outperformed XLV by +7.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
PGEN
+0.0%
XLV
+0.0%

Since the filing became public, PGEN outperformed XLV by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PGEN
2026 Q2 Stats Unlock in 5 days 202 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 202 178 13.48%
13F Shares 136M 139M -2.21%
Total Value $522M $579M -9.8%
New Positions 44 36 +8
Increased Positions 69 75 -6
Closed Positions 20 24 -4
Reduced Positions 46 36 +10
Total Calls 4 5 -20.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.0 0.4 Neutral

Statistics: PGEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

202 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PGEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Iridian Asset Management LLC/Ct 7.90% 4,031,963 $23.0M
2 Patient Capital Management, LLC 3.56% 19,036,976 $108.5M
3 Persistent Asset Partners Ltd 0.61% 355,767 $2.0M
4 Lansing Street Advisors 0.60% 495,422 $2.8M
5 Essex Investment Management Co LLC 0.53% 706,294 $4.0M
6 Investment Insight Wealth Management, LLC 0.52% 105,791 $603K
7 LexAurum Advisors, LLC 0.42% 638,413 $3.6M
8 GLR Partners, LLC 0.37% 140,169 $799K
9 Virtus Investment Advisers, LLC 0.35% 261,322 $1.5M
10 Alpine Woods Capital Investors, LLC 0.28% 229,618 $1.3M
11 American Financial Group Inc 0.13% 66,114 $377K
12 Legato Capital Management LLC 0.11% 240,047 $1.4M
13 Alpha Advisors, LLC/VA 0.09% 20,230 $115K
14 Axq Capital, LP 0.07% 116,978 $667K
15 Chiron Capital Management, LLC 0.05% 10,350 $59K
16 Adkins Seale Capital Management LLC 0.05% 12,500 $52K
17 Flower City Capital 0.05% 20,000 $114K
18 Asempa Wealth Advisors 0.05% 11,601 $66K
19 Inspire Investing, LLC 0.03% 119,248 $680K
20 Overbrook Management Corp 0.03% 30,000 $171K
21 Wellington Shields & Co., LLC 0.02% 17,000 $97K
22 China Universal Asset Management Co., Ltd. 0.02% 56,739 $323K
23 State of Wyoming 0.02% 31,725 $181K
24 Fortis Group Advisors, LLC 0.02% 18,966 $108K
25 Profund Advisors LLC 0.02% 99,803 $569K
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 — 6 quarters in a row: For 6 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 — 63% buying: Last quarter: 117 funds were net buyers (45 opened a brand new position + 72 added to an existing one). Only 68 were sellers (48 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PGEN holders?

Elite ownership — 43% AUM from top-100 funds: 45 of 203 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PGEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PGEN?

46% of holders stayed for 2+ years: 93 out of 203 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.

Is it too late to buy Precigen Inc (PGEN) following the 2026 Q2 hedge fund 13F filings?

As of today, PGEN has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PGEN has gained +13.9% vs +6.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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