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Personalis
PSNL

120 hedge funds and large institutions have $604M invested in Personalis in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.5M

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.02% less ownership

Funds ownership: 72.74% → 70.72% (-2%)

12% less funds holding

Funds holding: 136 → 120 (-16)

25% less capital invested

Capital invested by funds: $807M → $604M (-$203M)

64% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 25

Holders
120
Holders Change
-16
Holders Change %
-11.76%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
48
Reduced
37
Closed
25
Calls
$2.92M
Puts
$1.5M
Net Calls
+$1.43M
Net Calls Change
-$1.73M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.48M
2
AIM
ARK Investment Management
Florida
+$4.67M
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$3.56M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.9M
2
Morgan Stanley
Morgan Stanley
New York
-$5.49M
3
TCM
Tekla Capital Management
Massachusetts
-$4.55M
4
RI
RTW Investments
New York
-$3.23M
5
PP
PDT Partners
New York
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$4.49M -$419K -20,041 -8%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$4.13M – – –
Millennium Management
28
Millennium Management
New York
$4.1M +$1.65M +79,053 +59%
Goldman Sachs
29
Goldman Sachs
New York
$4.04M +$1.38M +65,842 +46%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$3.69M -$769K -36,775 -16%
N
31
Nuveen
North Carolina
$3.44M +$73.9K +3,534 +2%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$3.1M +$3.36M +160,841 New
FAM
33
Fred Alger Management
New York
$2.91M -$2.71M -129,400 -46%
GF
34
Gabelli Funds
New York
$2.43M – – –
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.4M +$338K +16,174 +15%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$2.39M -$2.37M -113,368 -48%
Principal Financial Group
37
Principal Financial Group
Iowa
$2.2M -$46K -2,199 -2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$2.05M -$5.9M -282,250 -73%
Norges Bank
39
Norges Bank
Norway
$1.92M -$1.95M -93,100 -48%
Ameriprise
40
Ameriprise
Minnesota
$1.69M +$371K +17,734 +25%
SCM
41
Shelton Capital Management
Colorado
$1.64M +$732K +35,000 +70%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.55M -$42.1K -2,013 -2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.4M -$77.2K -3,692 -5%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.39M – – –
EGM
45
Engineers Gate Manager
New York
$1.39M +$479K +22,900 +47%
SFI
46
Susquehanna Fundamental Investments
Pennsylvania
$1.26M +$454K +21,737 +50%
Bank of America
47
Bank of America
North Carolina
$1.03M -$498K -23,820 -31%
GCP
48
GSA Capital Partners
United Kingdom
$950K +$854K +40,848 +480%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$930K +$34.3K +1,642 +4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$888K -$61K -2,916 -6%
1
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PSNL Hedge Fund Activity: Q3 2021 in Review

120 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2021, worth a combined $604M — down 25% from $807M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PSNL and 9 opened new positions — a net loss of 16 holders — while 37 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.48M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.9M.

  • 120 institutional investors held Personalis (PSNL) as of Q3 2021, down from 136 in Q2 2021.
  • Funds reported $604M of Personalis stock for Q3 2021, down 25% quarter-over-quarter.
  • 9 funds opened new Personalis positions in Q3 2021 and 25 closed out, a net change of -16 holders.
  • The largest Personalis buyer in Q3 2021 was JP Morgan Chase, an estimated $5.48M added.
  • The largest Personalis seller in Q3 2021 was Dimensional Fund Advisors, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2021.