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Personalis

62 hedge funds and large institutions have $75M invested in Personalis in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 22 closing their positions.

Holders
62
Holders Change
-18
Holders Change %
-22.5%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
18
Closed
22
Calls
$168K
Puts
$25K
Net Calls
+$143K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$394K +$41.5K +15,045 +12%
State Street
27
State Street
Massachusetts
$359K +$33.4K +12,100 +10%
BCM
28
Bridgeway Capital Management
Texas
$319K
Man Group
29
Man Group
United Kingdom
$290K -$274K -138,214 Closed
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$269K +$147K +53,201 +120%
Jane Street
31
Jane Street
New York
$250K +$181K +65,442 +261%
Northern Trust
32
Northern Trust
Illinois
$242K +$9.57K +3,469 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$209K -$4.73K -1,717 -2%
Goldman Sachs
34
Goldman Sachs
New York
$209K -$37.7K -13,647 -15%
Barclays
35
Barclays
United Kingdom
$208K +$84K +30,509 +68%
GAA
36
Green Alpha Advisors
Colorado
$195K +$10.8K +3,910 +6%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$166K -$79.5K -28,800 -32%
Two Sigma Investments
38
Two Sigma Investments
New York
$162K +$21.1K +7,635 +15%
Morgan Stanley
39
Morgan Stanley
New York
$157K -$23.6K -8,568 -13%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$153K
Bank of America
41
Bank of America
North Carolina
$121K -$11.7K -4,237 -9%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$78.4K +$37K +13,422 +89%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$66.8K -$1.88K -682 -3%
Charles Schwab
44
Charles Schwab
California
$63.3K
IC
45
IEQ Capital
California
$60.7K
HCM
46
Howland Capital Management
Massachusetts
$55.8K
PA
47
Parallel Advisors
California
$45.6K
PFO
48
Pathstone Family Office
New Jersey
$43.5K -$52K -18,850 -54%
H
49
HoyleCohen
California
$42.4K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$37.1K +$12.5K +4,523 +51%