Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACIFIC BIOSCIENCES CALIF IN (PACB)

214 + Investors. Track Smart Money conviction in PACB. 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
↑ +16
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — PACB

Based on 206 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PACB 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.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
206 funds currently hold this stock — 81% of the 3.0-year high of 254 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PACB is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

117 buying80 selling
Last quarter: 117 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new PACB position: 32 → 28 → 27 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 21% medium 17% new
127 out of 206 hedge funds have held PACB 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 +61% but shares only +10% — price-driven

Value
+60%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +61%, but actual share count only changed +10%. 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.
📈

Growing discovery — still being found

36 → 32 → 28 → 27 → 48 new funds/Q
New funds entering each quarter: 32 → 28 → 27 → 48. A growing number of institutions are discovering PACB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 13% 1-2yr 20% new
Of 214 current holders: 144 (67%) 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 — 25% AUM from major funds

25% from top-100 AUM funds
32 of 206 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: PACB

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

Market Analysis: PACB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PACB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PACB
2026 Q1 Stats Unlock in 20 days 214 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 214 201 6.47%
13F Shares 193M 176M 9.76%
Total Value $360M $224M 60.52%
New Positions 49 27 +22
Increased Positions 85 73 +12
Closed Positions 34 27 +7
Reduced Positions 55 71 -16
Total Calls 8 6 33.33%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.38 0.83 Bullish

Statistics: PACB

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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

214 + investors

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

Top 25 institutional holders of PACB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BOURNE LENT ASSET MANAGEMENT INC 0.46% 951,055 $1.3M
2 Green Alpha Advisors, LLC 0.24% 182,618 $241K
3 Koa Wealth Management, LLC 0.11% 120,000 $158K
4 Mirador Capital Partners LP 0.11% 604,884 $798K
5 KAVAR CAPITAL PARTNERS GROUP, LLC 0.02% 93,319 $123K
6 NJ State Employees Deferred Compensation Plan 0.01% 100,000 $128K
7 Sandbox Financial Partners, LLC 0.01% 27,517 $36K
8 HARTLINE INVESTMENT CORP/ 0.01% 69,000 $91K
9 AdvisorNet Financial, Inc 0.01% 142,057 $188K
10 DKM Wealth Management, Inc. 0.01% 10,000 $13K
11 Abacus Planning Group, Inc. 0.01% 51,238 $68K
12 Interchange Capital Partners, LLC 0.01% 21,400 $25K
13 Abel Hall, LLC 0.01% 22,699 $30K
14 FNY Investment Advisers, LLC 0.01% 10,000
15 China Universal Asset Management Co., Ltd. 0.01% 53,592 $71K
16 Private Wealth Partners, LLC 0.00% 25,000 $33K
17 Abacus Wealth Partners, LLC 0.00% 18,407 $24K
18 AXXCESS WEALTH MANAGEMENT, LLC 0.00% 28,603 $38K
19 IFP Advisors, Inc 0.00% 34,706 $46K
20 Pallas Capital Advisors LLC 0.00% 18,811 $25K
21 Police & Firemen's Retirement System of New Jersey 0.00% 79,955 $106K
22 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 49,600 $65K
23 Krilogy Financial LLC 0.00% 15,344 $25K
24 SBI Securities Co., Ltd. 0.00% 20,984 $28K
25 LOUISBOURG INVESTMENTS INC. 0.00% 1,900 $3K
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 — PACIFIC BIOSCIENCES CALIF IN (PACB)

What does the Smart Money Trend signal show for PACB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PACB 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 PACB?

Slight buying edge — 59% buying: Last quarter: 117 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PACB holders?

Strong quality — 25% AUM from major funds: 32 of 206 holders rank in the top 100 by AUM, accounting for 25% 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 PACB?

62% of holders stayed for 2+ years: 127 out of 206 hedge funds have held PACB 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.