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Personalis

81 hedge funds and large institutions have $84M invested in Personalis in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $136K | Put options by funds: $63K

3.91% less ownership

Funds ownership: 65.73%61.82% (-3.9%)

18% less funds holding

Funds holding: 9981 (-18)

20% less capital invested

Capital invested by funds: $106M → $84M (-$21.6M)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

78% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 23

Holders
81
Holders Change
-18
Holders Change %
-18.18%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
36
Closed
23
Calls
$136K
Puts
$63K
Net Calls
+$73K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
26
GSA Capital Partners
United Kingdom
$448K +$149K +38,972 +35%
State Street
27
State Street
Massachusetts
$351K -$9.58K -2,512 -2%
BCM
28
Bridgeway Capital Management
Texas
$343K +$441K +115,500 New
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$341K -$24.3K -6,375 -5%
Ameriprise
30
Ameriprise
Minnesota
$325K +$113K +29,593 +37%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$319K -$224K -58,632 -35%
Two Sigma Investments
32
Two Sigma Investments
New York
$312K -$1.09M -286,334 -73%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$269K +$285K +74,687 +468%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$265K +$100K +26,300 +42%
CANY
35
Caxton Associates (New York)
New York
$256K +$167K +43,819 +103%
Northern Trust
36
Northern Trust
Illinois
$251K +$2.43K +637 +0.8%
Goldman Sachs
37
Goldman Sachs
New York
$239K -$458K -120,073 -60%
LPL Financial
38
LPL Financial
California
$237K +$86.3K +22,617 +40%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$225K -$877 -230 -0.3%
GF
40
Gabelli Funds
New York
$214K -$72K -18,871 -21%
GAA
41
Green Alpha Advisors
Colorado
$195K -$128K -33,479 -34%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$191K +$152K +39,766 +161%
AG
43
Algert Global
California
$169K +$137K +35,970 +172%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$126K -$367K -96,276 -69%
Barclays
45
Barclays
United Kingdom
$123K +$54.6K +14,319 +53%
SFI
46
Susquehanna Fundamental Investments
Pennsylvania
$118K +$152K +39,879 New
SCM
47
Shelton Capital Management
Colorado
$112K -$24K -6,300 -14%
Bank of America
48
Bank of America
North Carolina
$106K -$22.8K -5,977 -14%
PFO
49
Pathstone Family Office
New Jersey
$106K +$65.6K +17,209 +94%
CSS
50
Cubist Systematic Strategies
Connecticut
$104K -$294K -77,106 -69%

PSNL Hedge Fund Activity: Q3 2022 in Review

81 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2022, worth a combined $84M — down 20% from $106M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PSNL and 5 opened new positions — a net loss of 18 holders — while 36 trimmed existing stakes and 27 added.

The largest buyer was Millennium Management, adding an estimated $2.88M. The largest seller was Swedbank, cutting an estimated $4M.

  • 81 institutional investors held Personalis (PSNL) as of Q3 2022, down from 99 in Q2 2022.
  • Funds reported $84M of Personalis stock for Q3 2022, down 20% quarter-over-quarter.
  • 5 funds opened new Personalis positions in Q3 2022 and 23 closed out, a net change of -18 holders.
  • The largest Personalis buyer in Q3 2022 was Millennium Management, an estimated $2.88M added.
  • The largest Personalis seller in Q3 2022 was Swedbank, an estimated $4M sold.

Based on aggregated 13F filings for Q3 2022.