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Personalis

69 hedge funds and large institutions have $25.7M invested in Personalis in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
29
Closed
9
Calls
$35K
Puts
Net Calls
+$35K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
26
Green Alpha Advisors
Colorado
$127K -$12.1K -10,362 -9%
Man Group
27
Man Group
United Kingdom
$120K -$222K -189,718 -65%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$112K
Two Sigma Advisers
29
Two Sigma Advisers
New York
$103K -$19.3K -16,500 -16%
UBS Group
30
UBS Group
Switzerland
$103K +$89.8K +76,748 +685%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$89K
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$88.2K -$12K -10,217 -12%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$77.1K +$77.1K +65,895 New
Jane Street
34
Jane Street
New York
$75.6K +$1.24K +1,059 +2%
Northern Trust
35
Northern Trust
Illinois
$65.7K -$21.6K -18,442 -25%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$64.1K -$11.2K -9,590 -15%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$54.1K
Goldman Sachs
38
Goldman Sachs
New York
$52.4K -$32.2K -27,558 -38%
Barclays
39
Barclays
United Kingdom
$52K
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$41.6K -$567 -485 -1%
Prudential Financial
41
Prudential Financial
New Jersey
$39.5K
Stifel Financial
42
Stifel Financial
Missouri
$35.1K +$35.1K +30,000 New
XT
43
XTX Topco
Cayman Islands
$33.8K -$118K -100,646 -78%
Ameriprise
44
Ameriprise
Minnesota
$33.8K -$13K -11,076 -28%
PCIA
45
Prime Capital Investment Advisors
Kansas
$32.4K -$516 -441 -2%
TRCT
46
Tower Research Capital (TRC)
New York
$31K +$1.73K +1,479 +6%
Charles Schwab
47
Charles Schwab
California
$26.8K
IC
48
IEQ Capital
California
$25.7K
Russell Investments Group
49
Russell Investments Group
United Kingdom
$21.8K -$2.93K -2,500 -12%
PA
50
Parallel Advisors
California
$19.3K