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Personalis

132 hedge funds and large institutions have $974M invested in Personalis in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

77% more capital invested

Capital invested by funds: $550M → $974M (+$424M)

43% more funds holding

Funds holding: 92132 (+40)

41% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.81M

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

2.06% more ownership

Funds ownership: 66.27%68.33% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+40
Holders Change %
+43.48%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
49
Increased
42
Reduced
32
Closed
8
Calls
$2.56M
Puts
$1.81M
Net Calls
+$745K
Net Calls Change
+$436K
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$5.78M +$805K +26,623 +20%
Charles Schwab
27
Charles Schwab
California
$5.65M +$97.7K +3,232 +2%
Citigroup
28
Citigroup
New York
$5.3M +$3.6M +119,103 +464%
FAM
29
Fred Alger Management
New York
$5.11M +$2.95M +97,712 +234%
Citadel Advisors
30
Citadel Advisors
Florida
$5.06M -$3.32M -109,893 -44%
RI
31
RTW Investments
New York
$4.67M -$3.85M -127,499 -50%
Goldman Sachs
32
Goldman Sachs
New York
$4.66M +$72.1K +2,385 +2%
Bank of America
33
Bank of America
North Carolina
$4.14M -$465K -15,390 -12%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$3.96M +$1.59M +52,474 +94%
GF
35
Gabelli Funds
New York
$3.88M -$1.6M -53,000 -33%
ECM
36
ExodusPoint Capital Management
New York
$3.56M +$2.94M +97,340 New
EGI
37
EAM Global Investors
California
$3.4M +$2.81M +92,966 New
MCM
38
Moore Capital Management
New York
$3.31M +$1.82M +60,363 +201%
N
39
Nuveen
North Carolina
$3.26M +$65.3K +2,159 +2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.21M +$579K +19,164 +28%
Ameriprise
41
Ameriprise
Minnesota
$2.98M -$454K -15,020 -16%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.97M -$1.33M -43,892 -35%
PP
43
PDT Partners
New York
$2.95M +$1.65M +54,577 +209%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$2.88M +$2.38M +78,663 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2.73M -$669K -22,136 -24%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.58M +$2.13M +70,603 New
EI
47
EAM Investors
California
$2.41M +$1.99M +65,887 New
HF
48
HRT Financial
New York
$2.31M +$1.91M +63,245 New
Jane Street
49
Jane Street
New York
$2.08M +$1.72M +56,800 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.96M -$212 -7 -0%

PSNL Hedge Fund Activity: Q4 2020 in Review

132 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2020, worth a combined $974M — up 77% from $550M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PSNL positions and 8 closed out — a net gain of 41 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $105M. The largest seller was Abingworth, exiting entirely with an estimated $96.7M sold.

  • 132 institutional investors held Personalis (PSNL) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $974M of Personalis stock for Q4 2020, up 77% quarter-over-quarter.
  • 49 funds opened new Personalis positions in Q4 2020 and 8 closed out, a net change of +41 holders.
  • The largest Personalis buyer in Q4 2020 was ARK Investment Management, an estimated $105M added.
  • The largest Personalis seller in Q4 2020 was Abingworth, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2020.