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Personalis
PSNL

136 hedge funds and large institutions have $807M invested in Personalis in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

66% more call options, than puts

Call options by funds: $7.91M | Put options by funds: $4.75M

6% more capital invested

Capital invested by funds: $763M → $807M (+$44.5M)

1.94% more ownership

Funds ownership: 70.81% → 72.74% (+1.9%)

1% more funds holding

Funds holding: 134 → 136 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
56
Reduced
33
Closed
24
Calls
$7.91M
Puts
$4.75M
Net Calls
+$3.16M
Net Calls Change
+$4.82M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$20.2M
2
Marshall Wace
Marshall Wace
United Kingdom
+$17M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$5.01M
5
Norges Bank
Norges Bank
Norway
+$4.41M

Top Sellers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
-$17.5M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7.24M
3
Millennium Management
Millennium Management
New York
-$5.08M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.56M
5
NAMA
Nikko Asset Management Americas
New York
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$6.01M -$3.12M -136,227 -36%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$5.78M +$1.78M +77,779 +52%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$5.54M +$5.01M +218,834 New
PHAM
29
Pacific Heights Asset Management
California
$5.31M +$572K +25,000 +14%
Charles Schwab
30
Charles Schwab
California
$5.2M +$472K +20,624 +11%
Norges Bank
31
Norges Bank
Norway
$4.88M +$4.41M +192,900 New
TCM
32
Tekla Capital Management
Massachusetts
$4.55M – – –
PP
33
PDT Partners
New York
$4.46M +$843K +36,859 +26%
Citigroup
34
Citigroup
New York
$4.05M +$789K +34,494 +27%
N
35
Nuveen
North Carolina
$3.79M +$1.14M +49,869 +50%
Goldman Sachs
36
Goldman Sachs
New York
$3.65M -$2.48M -108,465 -43%
Millennium Management
37
Millennium Management
New York
$3.39M -$5.08M -221,826 -62%
RI
38
RTW Investments
New York
$3.23M – – –
GF
39
Gabelli Funds
New York
$3.19M +$206K +9,000 +8%
Principal Financial Group
40
Principal Financial Group
Iowa
$2.95M +$1.71M +74,685 +178%
PGM
41
Parian Global Management
New York
$2.82M -$113K -4,945 -4%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.75M +$420K +18,354 +20%
MPAM
43
Monarch Partners Asset Management
Massachusetts
$2.26M +$2.04M +89,210 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.1M +$17.5K +763 +0.9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2.06M +$766K +33,468 +76%
Bank of America
46
Bank of America
North Carolina
$1.95M -$679K -29,690 -28%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.83M +$206K +9,000 +14%
Ameriprise
48
Ameriprise
Minnesota
$1.78M +$206K +8,991 +15%
CSS
49
Cubist Systematic Strategies
Connecticut
$1.55M -$1.57M -68,689 -53%
SCM
50
Shelton Capital Management
Colorado
$1.26M – – –
1
2
3 4 5

PSNL Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2021, worth a combined $807M — up 5.8% from $763M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSNL positions and 24 closed out — a net gain of 2 holders — while 56 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $20.2M. The largest seller was ARK Investment Management, cutting an estimated $17.5M.

  • 136 institutional investors held Personalis (PSNL) as of Q2 2021, up from 134 in Q1 2021.
  • Funds reported $807M of Personalis stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 26 funds opened new Personalis positions in Q2 2021 and 24 closed out, a net change of +2 holders.
  • The largest Personalis buyer in Q2 2021 was BlackRock, an estimated $20.2M added.
  • The largest Personalis seller in Q2 2021 was ARK Investment Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2021.