We are live on ! Find out more
PSNL icon

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.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $168K | Put options by funds: $25K

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

37% more capital invested

Capital invested by funds: $54.8M → $75M (+$20.2M)

2.56% less ownership

Funds ownership: 60.52%57.96% (-2.6%)

23% less funds holding

Funds holding: 8062 (-18)

77% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 22

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
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$394K +$42.3K +15,045 +12%
State Street
27
State Street
Massachusetts
$359K +$34K +12,100 +10%
BCM
28
Bridgeway Capital Management
Texas
$319K
Man Group
29
Man Group
United Kingdom
$290K -$389K -138,214 Closed
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$269K +$150K +53,201 +120%
Jane Street
31
Jane Street
New York
$250K +$184K +65,442 +261%
Northern Trust
32
Northern Trust
Illinois
$242K +$9.76K +3,469 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$209K -$4.83K -1,717 -2%
Goldman Sachs
34
Goldman Sachs
New York
$209K -$38.4K -13,647 -15%
Barclays
35
Barclays
United Kingdom
$208K +$85.8K +30,509 +68%
GAA
36
Green Alpha Advisors
Colorado
$195K +$11K +3,910 +6%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$166K -$81K -28,800 -32%
Two Sigma Investments
38
Two Sigma Investments
New York
$162K +$21.5K +7,635 +15%
Morgan Stanley
39
Morgan Stanley
New York
$157K -$24.1K -8,568 -13%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$153K
Bank of America
41
Bank of America
North Carolina
$121K -$11.9K -4,237 -9%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$78.4K +$37.8K +13,422 +89%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$66.8K -$1.92K -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 -$53K -18,850 -54%
H
49
HoyleCohen
California
$42.4K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$37.1K +$12.7K +4,523 +51%

PSNL Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2023, worth a combined $75M — up 37% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PSNL and 5 opened new positions — a net loss of 17 holders — while 18 trimmed existing stakes and 27 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $2.83M. The largest seller was Millennium Management, cutting an estimated $1.99M.

  • 62 institutional investors held Personalis (PSNL) as of Q1 2023, down from 80 in Q4 2022.
  • Funds reported $75M of Personalis stock for Q1 2023, up 37% quarter-over-quarter.
  • 5 funds opened new Personalis positions in Q1 2023 and 22 closed out, a net change of -17 holders.
  • The largest Personalis buyer in Q1 2023 was Balyasny Asset Management, an estimated $2.83M added.
  • The largest Personalis seller in Q1 2023 was Millennium Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2023.