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Personalis

134 hedge funds and large institutions have $763M invested in Personalis in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

2.48% more ownership

Funds ownership: 68.33%70.81% (+2.5%)

2% more funds holding

Funds holding: 132134 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

22% less capital invested

Capital invested by funds: $974M → $763M (-$212M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

60% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $2.8M

Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
57
Reduced
30
Closed
24
Calls
$1.13M
Puts
$2.8M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$7.01M -$3.39M -98,854 -26%
Goldman Sachs
27
Goldman Sachs
New York
$6.22M +$4.3M +125,337 +98%
PHAM
28
Pacific Heights Asset Management
California
$4.55M +$6.34M +185,000 New
Charles Schwab
29
Charles Schwab
California
$4.55M +$1.04M +30,315 +20%
TCM
30
Tekla Capital Management
Massachusetts
$4.42M +$6.16M +179,731 New
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$3.71M +$1.45M +42,355 +39%
PP
32
PDT Partners
New York
$3.43M +$2.02M +58,848 +73%
PFM
33
Premier Fund Managers
United Kingdom
$3.43M +$5.15M +150,119 New
FAM
34
Fred Alger Management
New York
$3.38M -$69.3K -2,021 -1%
CSS
35
Cubist Systematic Strategies
Connecticut
$3.2M +$4.13M +120,388 +1,235%
RI
36
RTW Investments
New York
$3.14M
Citigroup
37
Citigroup
New York
$3.09M -$661K -19,284 -13%
SAM
38
Sectoral Asset Management
Quebec, Canada
$2.97M +$4.13M +120,500 New
GF
39
Gabelli Funds
New York
$2.88M +$380K +11,071 +10%
PGM
40
Parian Global Management
New York
$2.87M -$2.86M -83,425 -42%
PAM
41
Panagora Asset Management
Massachusetts
$2.71M +$3.77M +110,067 +71,939%
Bank of America
42
Bank of America
North Carolina
$2.63M -$212K -6,189 -5%
EGM
43
Engineers Gate Manager
New York
$2.51M +$3.05M +88,883 +670%
N
44
Nuveen
North Carolina
$2.46M +$382K +11,126 +13%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.23M +$96.3K +2,808 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.02M +$32.4K +945 +1%
MCM
47
Moore Capital Management
New York
$1.58M -$903K -26,326 -29%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.55M +$377K +11,000 +21%
Ameriprise
49
Ameriprise
Minnesota
$1.51M -$686K -20,010 -25%
Deutsche Bank
50
Deutsche Bank
Germany
$1.46M +$828K +24,141 +69%

PSNL Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2021, worth a combined $763M — down 22% from $974M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $44.1M. The largest seller was ARK Investment Management, cutting an estimated $36.8M.

  • 134 institutional investors held Personalis (PSNL) as of Q1 2021, up from 132 in Q4 2020.
  • Funds reported $763M of Personalis stock for Q1 2021, down 22% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q1 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q1 2021 was Swedbank, an estimated $44.1M added.
  • The largest Personalis seller in Q1 2021 was ARK Investment Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2021.