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Personalis
PSNL

78 hedge funds and large institutions have $190M invested in Personalis in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,338% more call options, than puts

Call options by funds: $275K | Put options by funds: $8K

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more funds holding

Funds holding: 70 → 78 (+8)

5.14% more ownership

Funds ownership: 50.63% → 55.77% (+5.1%)

18% less capital invested

Capital invested by funds: $231M → $190M (-$41.5M)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
23
Increased
34
Reduced
9
Closed
15
Calls
$275K
Puts
$8K
Net Calls
+$267K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
WSC
Wellington Shields & Co
New York
+$4.85M
2
BlackRock
BlackRock
New York
+$4.4M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$4.22M
4
AIM
ARK Investment Management
Florida
+$3.4M
5
PM
Prosight Management
Texas
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
EA
Emerald Advisers
Pennsylvania
-$4.81M
2
NIP
Nicholas Investment Partners
California
-$4.79M
3
LCM
Laurion Capital Management
New York
-$4.58M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.32M
5
HM
HealthCor Management
New York
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.11M +$7.59K +729 +0.7%
AIM
27
Alambic Investment Management
California
$787K +$553K +53,150 +279%
Ameriprise
28
Ameriprise
Minnesota
$702K +$42.2K +4,050 +7%
SO
29
STRS Ohio
Ohio
$601K +$551K +52,900 +2,300%
FIA
30
FNY Investment Advisers
New York
$567K +$541K +52,024 New
Charles Schwab
31
Charles Schwab
California
$541K +$5.68K +546 +1%
AFS
32
Amtrust Financial Services
New York
$438K +$418K +40,200 New
BFM
33
Boothbay Fund Management
New York
$436K +$416K +40,000 New
OAM
34
Oxford Asset Management
United Kingdom
$429K +$410K +39,359 New
FAM
35
Fred Alger Management
New York
$400K -$825K -79,225 -68%
Millennium Management
36
Millennium Management
New York
$392K -$196K -18,831 -34%
AFM
37
Anson Funds Management
Texas
$333K +$318K +30,525 New
GI
38
GAMCO Investors
Connecticut
$327K – – –
Federated Hermes
39
Federated Hermes
Pennsylvania
$327K +$156K +15,000 +100%
Morgan Stanley
40
Morgan Stanley
New York
$293K +$208K +20,029 +290%
Goldman Sachs
41
Goldman Sachs
New York
$292K +$279K +26,830 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$289K -$234K -22,483 -46%
CSS
43
Cubist Systematic Strategies
Connecticut
$273K +$261K +25,051 New
PC
44
PA Capital
Virginia
$273K +$261K +25,079 New
Citigroup
45
Citigroup
New York
$263K +$247K +23,756 +6,014%
Wells Fargo
46
Wells Fargo
California
$230K +$114K +10,966 +108%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$226K -$219K -21,075 -50%
BM
48
Brandywine Managers
Delaware
$198K – – –
Principal Financial Group
49
Principal Financial Group
Iowa
$190K +$181K +17,435 New
DTL
50
Dynamic Technology Lab
Singapore
$185K +$177K +16,965 New
1
2
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PSNL Hedge Fund Activity: Q4 2019 in Review

78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2019, worth a combined $190M — down 18% from $231M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSNL positions and 15 closed out — a net gain of 8 holders — while 34 added to existing stakes and 9 trimmed.

The largest buyer was Wellington Shields & Co, opening a new position worth an estimated $4.85M. The largest seller was Emerald Advisers, exiting entirely with an estimated $4.81M sold.

  • 78 institutional investors held Personalis (PSNL) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $190M of Personalis stock for Q4 2019, down 18% quarter-over-quarter.
  • 23 funds opened new Personalis positions in Q4 2019 and 15 closed out, a net change of +8 holders.
  • The largest Personalis buyer in Q4 2019 was Wellington Shields & Co, an estimated $4.85M added.
  • The largest Personalis seller in Q4 2019 was Emerald Advisers, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2019.