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Personalis
PSNL

80 hedge funds and large institutions have $54.8M invested in Personalis in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1% less funds holding

Funds holding: 81 → 80 (-1)

1.3% less ownership

Funds ownership: 61.82% → 60.52% (-1.3%)

35% less capital invested

Capital invested by funds: $84M → $54.8M (-$29.2M)

94% less call options, than puts

Call options by funds: $2K | Put options by funds: $35K

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
27
Closed
15
Calls
$2K
Puts
$35K
Net Calls
-$33K
Net Calls Change
-$106K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$688K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$651K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$648K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$352K
5
Man Group
Man Group
United Kingdom
+$348K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.59M
2
Swedbank
Swedbank
Sweden
-$1.19M
3
JP Morgan Chase
JP Morgan Chase
New York
-$680K
4
Marshall Wace
Marshall Wace
United Kingdom
-$543K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
26
Man Group
United Kingdom
$274K +$348K +138,214 New
LPL Financial
27
LPL Financial
California
$273K +$146K +58,013 +73%
Ameriprise
28
Ameriprise
Minnesota
$253K +$46.2K +18,332 +17%
2C
29
272 Capital
Texas
$249K +$316K +125,670 New
State Street
30
State Street
Massachusetts
$234K – – –
BCM
31
Bridgeway Capital Management
Texas
$229K – – –
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$227K +$60.1K +23,870 +26%
AFM
33
Anson Funds Management
Texas
$208K +$264K +104,972 New
Goldman Sachs
34
Goldman Sachs
New York
$177K +$22K +8,740 +11%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$176K – – –
Northern Trust
36
Northern Trust
Illinois
$167K -$939 -373 -0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$153K +$4.32K +1,714 +2%
GAA
38
Green Alpha Advisors
Colorado
$132K +$2.46K +977 +1%
Morgan Stanley
39
Morgan Stanley
New York
$130K -$339K -134,546 -67%
PM
40
Prosight Management
Texas
$116K +$148K +58,668 New
HSBC Holdings
41
HSBC Holdings
United Kingdom
$104K +$58.3K +23,165 +77%
BFM
42
Boothbay Fund Management
New York
$101K +$129K +51,129 New
Two Sigma Investments
43
Two Sigma Investments
New York
$101K -$136K -54,045 -51%
BC
44
Bruce & Co
Illinois
$99K +$126K +50,000 New
Bank of America
45
Bank of America
North Carolina
$95.3K +$31.5K +12,492 +35%
Barclays
46
Barclays
United Kingdom
$89.1K +$9.33K +3,707 +9%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$87.7K +$72.3K +28,719 +185%
E
48
Ergoteles
New York
$75.2K +$95.6K +37,962 New
PFO
49
Pathstone Family Office
New Jersey
$68.5K -$2.3K -912 -3%
CSS
50
Cubist Systematic Strategies
Connecticut
$56.8K -$16.1K -6,385 -18%
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PSNL Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2022, worth a combined $54.8M — down 35% from $84M a quarter earlier.

Fund positioning in PSNL was balanced in Q4 2022: 15 funds opened new positions, 15 closed out, 27 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $688K. The largest seller was Millennium Management, cutting an estimated $1.59M.

  • 80 institutional investors held Personalis (PSNL) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $54.8M of Personalis stock for Q4 2022, down 35% quarter-over-quarter.
  • 15 funds opened new Personalis positions in Q4 2022 and 15 closed out, a net change of 0 holders.
  • The largest Personalis buyer in Q4 2022 was BlackRock, an estimated $688K added.
  • The largest Personalis seller in Q4 2022 was Millennium Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2022.