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Personalis

92 hedge funds and large institutions have $550M invested in Personalis in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more capital invested

Capital invested by funds: $252M → $550M (+$298M)

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.03M

14% more funds holding

Funds holding: 8192 (+11)

4.32% more ownership

Funds ownership: 61.95%66.27% (+4.3%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
36
Reduced
19
Closed
14
Calls
$1.34M
Puts
$1.03M
Net Calls
+$309K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$2.84M +$2.61M +131,209 New
Bank of America
27
Bank of America
North Carolina
$2.78M +$1.96M +98,723 +333%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.71M +$321K +16,149 +15%
Goldman Sachs
29
Goldman Sachs
New York
$2.71M +$1.55M +78,076 +167%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$2.65M -$412K -20,713 -18%
Ameriprise
31
Ameriprise
Minnesota
$2.09M +$540K +27,167 +39%
N
32
Nuveen
North Carolina
$1.88M +$232K +11,669 +16%
CIA
33
Capital Impact Advisors
Massachusetts
$1.74M +$1.6M +80,380 New
CSS
34
Cubist Systematic Strategies
Connecticut
$1.67M +$1.53M +77,193 New
EGM
35
Engineers Gate Manager
New York
$1.64M +$647K +32,558 +76%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.48M +$385K +19,376 +39%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$1.21M +$1.11M +55,796 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.16M +$279K +14,026 +35%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$1.06M -$158K -7,926 -14%
PGM
40
Parian Global Management
New York
$975K +$894K +45,000 New
Principal Financial Group
41
Principal Financial Group
Iowa
$910K +$328K +16,513 +65%
FAM
42
Fred Alger Management
New York
$904K +$829K +41,728 New
Wells Fargo
43
Wells Fargo
California
$879K -$117K -5,878 -13%
DTL
44
Dynamic Technology Lab
Singapore
$788K +$722K +36,356 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$777K +$146K +7,350 +26%
Squarepoint
46
Squarepoint
New York
$725K +$665K +33,459 New
MCM
47
Moore Capital Management
New York
$650K +$596K +30,000 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$615K -$155K -7,800 -22%
SO
49
STRS Ohio
Ohio
$595K -$209K -10,500 -28%
PA
50
Perceptive Advisors
New York
$591K +$542K +27,272 New

PSNL Hedge Fund Activity: Q3 2020 in Review

92 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2020, worth a combined $550M — up 118% from $252M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PSNL positions and 14 closed out — a net gain of 11 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $39.5M. The largest seller was Abingworth, cutting an estimated $19.6M.

  • 92 institutional investors held Personalis (PSNL) as of Q3 2020, up from 81 in Q2 2020.
  • Funds reported $550M of Personalis stock for Q3 2020, up 118% quarter-over-quarter.
  • 25 funds opened new Personalis positions in Q3 2020 and 14 closed out, a net change of +11 holders.
  • The largest Personalis buyer in Q3 2020 was JP Morgan Chase, an estimated $39.5M added.
  • The largest Personalis seller in Q3 2020 was Abingworth, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2020.