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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.

New
Increased
Maintained
Reduced
Closed

1.83% less ownership

Funds ownership: 44.1%42.27% (-1.8%)

3% less funds holding

Funds holding: 7169 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

23% less capital invested

Capital invested by funds: $33.2M → $25.7M (-$7.49M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

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
Change in
Stake
GAA
26
Green Alpha Advisors
Colorado
$127K -$14.2K -10,362 -9%
Man Group
27
Man Group
United Kingdom
$120K -$260K -189,718 -65%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$112K
Two Sigma Advisers
29
Two Sigma Advisers
New York
$103K -$22.6K -16,500 -16%
UBS Group
30
UBS Group
Switzerland
$103K +$105K +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 -$14K -10,217 -12%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$77.1K +$90.4K +65,895 New
Jane Street
34
Jane Street
New York
$75.6K +$1.45K +1,059 +2%
Northern Trust
35
Northern Trust
Illinois
$65.7K -$25.3K -18,442 -25%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$64.1K -$13.2K -9,590 -15%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$54.1K
Barclays
38
Barclays
United Kingdom
$52.7K
Goldman Sachs
39
Goldman Sachs
New York
$52.4K -$37.8K -27,558 -38%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$41.6K -$665 -485 -1%
Prudential Financial
41
Prudential Financial
New Jersey
$39.5K
Stifel Financial
42
Stifel Financial
Missouri
$35.1K +$41.2K +30,000 New
XT
43
XTX Topco
Cayman Islands
$33.8K -$138K -100,646 -78%
Ameriprise
44
Ameriprise
Minnesota
$33.8K -$15.2K -11,076 -28%
PCIA
45
Prime Capital Investment Advisors
Kansas
$32.4K -$605 -441 -2%
TRCT
46
Tower Research Capital (TRC)
New York
$31K +$2.03K +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 -$3.43K -2,500 -12%
PA
50
Parallel Advisors
California
$19.3K

PSNL Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q2 2024, worth a combined $25.7M — down 23% from $33.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSNL and 7 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 12 added.

The largest buyer was ARK Investment Management, adding an estimated $407K. The largest seller was Man Group, cutting an estimated $260K.

  • 69 institutional investors held Personalis (PSNL) as of Q2 2024, down from 71 in Q1 2024.
  • Funds reported $25.7M of Personalis stock for Q2 2024, down 23% quarter-over-quarter.
  • 7 funds opened new Personalis positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Personalis buyer in Q2 2024 was ARK Investment Management, an estimated $407K added.
  • The largest Personalis seller in Q2 2024 was Man Group, an estimated $260K sold.

Based on aggregated 13F filings for Q2 2024.