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Personalis

67 hedge funds and large institutions have $156M invested in Personalis in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-11
Holders Change %
-14.1%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
39
Reduced
7
Closed
20
Calls
$222K
Puts
Net Calls
+$222K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$578K +$177K +21,989 +44%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$510K -$735K -91,032 -59%
Federated Hermes
28
Federated Hermes
Pennsylvania
$484K +$242K +30,000 +100%
Morgan Stanley
29
Morgan Stanley
New York
$474K +$257K +31,787 +118%
TI
30
Trexquant Investment
Connecticut
$445K +$445K +55,110 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$406K +$191K +23,677 +89%
GI
32
GAMCO Investors
Connecticut
$404K +$162K +20,000 +67%
Goldman Sachs
33
Goldman Sachs
New York
$402K +$185K +22,969 +86%
AllianceBernstein
34
AllianceBernstein
Tennessee
$257K +$257K +31,900 New
Citigroup
35
Citigroup
New York
$249K +$54.5K +6,761 +28%
Wells Fargo
36
Wells Fargo
California
$249K +$78.9K +9,771 +46%
PC
37
PA Capital
Virginia
$245K +$42.5K +5,262 +21%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$241K +$241K +29,826 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$230K +$118K +14,647 +106%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$191K +$21K +2,604 +12%
Bank of America
41
Bank of America
North Carolina
$168K +$62.9K +7,821 +60%
AIM
42
Alambic Investment Management
California
$164K -$421K -51,965 -72%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$158K +$33.3K +4,136 +27%
BM
44
Brandywine Managers
Delaware
$147K
Principal Financial Group
45
Principal Financial Group
Iowa
$141K +$435 +54 +0.3%
H
46
HoyleCohen
California
$137K +$137K +16,982 New
DTL
47
Dynamic Technology Lab
Singapore
$131K -$6.15K -761 -4%
SGAM
48
Smith Group Asset Management
Texas
$129K +$129K +16,030 New
UBS Group
49
UBS Group
Switzerland
$120K +$32.5K +4,042 +37%
OC
50
Oppenheimer & Co
New York
$100K +$100K +12,430 New