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Personalis

66 hedge funds and large institutions have $49M invested in Personalis in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 6266 (+4)

2.21% less ownership

Funds ownership: 57.96%55.75% (-2.2%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

35% less capital invested

Capital invested by funds: $75M → $49M (-$26M)

43% less call options, than puts

Call options by funds: $4K | Put options by funds: $7K

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
26
Closed
4
Calls
$4K
Puts
$7K
Net Calls
-$3K
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$245K
Ameriprise
27
Ameriprise
Minnesota
$215K -$64K -28,320 -20%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$202K -$2.03M -897,252 -89%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$178K +$42.8K +18,932 +25%
Northern Trust
30
Northern Trust
Illinois
$168K +$4.09K +1,808 +2%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$113K
GAA
32
Green Alpha Advisors
Colorado
$93.8K -$46.6K -20,617 -29%
Two Sigma Investments
33
Two Sigma Investments
New York
$91K -$23.1K -10,200 -17%
Goldman Sachs
34
Goldman Sachs
New York
$88.9K -$63.9K -28,272 -37%
Millennium Management
35
Millennium Management
New York
$86.2K -$234K -103,629 -69%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$85.7K -$17.6K -7,775 -15%
Barclays
37
Barclays
United Kingdom
$84.6K -$69K -30,509 -40%
Bank of America
38
Bank of America
North Carolina
$65K -$21K -9,313 -21%
GCP
39
GSA Capital Partners
United Kingdom
$57K +$69K +30,534 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$53.3K -$215 -95 -0.3%
BOTOTLSJU
41
Board of Trustees of The Leland Stanford Junior University
California
$47.5K +$28.5K +12,631 +100%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$47.3K +$2.2K +974 +4%
Charles Schwab
43
Charles Schwab
California
$43.1K
IC
44
IEQ Capital
California
$41.4K
HCM
45
Howland Capital Management
Massachusetts
$38K
HF
46
HRT Financial
New York
$37K +$45K +19,904 New
UBS Group
47
UBS Group
Switzerland
$33.1K -$557K -246,466 -93%
PA
48
Parallel Advisors
California
$31.1K
H
49
HoyleCohen
California
$28.9K
PFO
50
Pathstone Family Office
New Jersey
$28K -$2.01K -891 -6%

PSNL Hedge Fund Activity: Q2 2023 in Review

66 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2023, worth a combined $49M — down 35% from $75M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSNL positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $849K. The largest seller was Balyasny Asset Management, cutting an estimated $2.03M.

  • 66 institutional investors held Personalis (PSNL) as of Q2 2023, up from 62 in Q1 2023.
  • Funds reported $49M of Personalis stock for Q2 2023, down 35% quarter-over-quarter.
  • 8 funds opened new Personalis positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Personalis buyer in Q2 2023 was Fred Alger Management, an estimated $849K added.
  • The largest Personalis seller in Q2 2023 was Balyasny Asset Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2023.