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Personalis

80 hedge funds and large institutions have $54.8M invested in Personalis in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1% less funds holding

Funds holding: 8180 (-1)

1.3% less ownership

Funds ownership: 61.82%60.52% (-1.3%)

35% less capital invested

Capital invested by funds: $84M → $54.8M (-$29.2M)

94% less call options, than puts

Call options by funds: $2K | Put options by funds: $35K

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
27
Closed
15
Calls
$2K
Puts
$35K
Net Calls
-$33K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
BOTOTLSJU
51
Board of Trustees of The Leland Stanford Junior University
California
$50K
Jane Street
52
Jane Street
New York
$49.6K -$16.1K -6,412 -20%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$49.2K +$34.3K +13,640 +121%
CANY
54
Caxton Associates (New York)
New York
$48.6K -$155K -61,670 -72%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$45.5K -$104K -41,456 -64%
Charles Schwab
56
Charles Schwab
California
$45.4K +$57.8K +22,941 New
IC
57
IEQ Capital
California
$43.6K
AG
58
Algert Global
California
$40K -$92.2K -36,620 -64%
HCM
59
Howland Capital Management
Massachusetts
$40K
TRCT
60
Tower Research Capital (TRC)
New York
$34K -$29.2K -11,602 -41%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K -$21.6K -8,565 -34%
PA
62
Parallel Advisors
California
$32.7K
H
63
HoyleCohen
California
$30.4K
EGM
64
Engineers Gate Manager
New York
$30K +$38.2K +15,161 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$29.7K -$6.33K -2,514 -14%
PCM
66
Prelude Capital Management
New York
$23.9K -$8.56K -3,400 -22%
BCI
67
Brinker Capital Investments
Pennsylvania
$20.7K +$26.3K +10,443 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$17.6K +$22.4K +8,914 New
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$13K -$83 -33 -0.5%
Osaic Holdings
70
Osaic Holdings
Arizona
$7.09K +$1.74K +691 +25%
Federated Hermes
71
Federated Hermes
Pennsylvania
$5.87K +$3.5K +1,391 +88%
Simplex Trading
72
Simplex Trading
Illinois
$4K -$39.3K -15,617 -87%
IA
73
IFP Advisors
Florida
$4K +$312 +124 New
QT
74
Quantbot Technologies
New York
$2.27K +$2.88K +1,144 New
Citigroup
75
Citigroup
New York
$1.14K +$71 +28 +5%

PSNL Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2022, worth a combined $54.8M — down 35% from $84M a quarter earlier.

Fund positioning in PSNL was balanced in Q4 2022: 15 funds opened new positions, 15 closed out, 27 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $688K. The largest seller was Millennium Management, cutting an estimated $1.59M.

  • 80 institutional investors held Personalis (PSNL) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $54.8M of Personalis stock for Q4 2022, down 35% quarter-over-quarter.
  • 15 funds opened new Personalis positions in Q4 2022 and 15 closed out, a net change of 0 holders.
  • The largest Personalis buyer in Q4 2022 was BlackRock, an estimated $688K added.
  • The largest Personalis seller in Q4 2022 was Millennium Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2022.