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Personalis
PSNL

Overview Fund Activity

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.

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

Top Buyers

1
FAM
1
Fred Alger Management
New York
$1.1M
2
Man Group
2
Man Group
United Kingdom
$506K
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$954K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$618K
5
Morgan Stanley
5
Morgan Stanley
New York
$257K

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$202K
2
WSC
2
Wellington Shields & Co
New York
$1.16M
3
UBS Group
3
UBS Group
Switzerland
$33.1K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$944K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$24.6K +$24.6K +13,072 New
BFA
52
Bragg Financial Advisors
North Carolina
$23.8K +$23.8K +12,644 New
BWP
53
BSW Wealth Partners
Colorado
$18.9K +$130 +69 +0.7%
Osaic Holdings
54
Osaic Holdings
Arizona
$11.7K +$490 +261 +4%
Zurich Cantonal Bank
55
Zurich Cantonal Bank
Switzerland
$11.4K -$929 -494 -8%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$6.97K +$6.97K +3,709 New
TRCT
57
Tower Research Capital (TRC)
New York
$6.29K -$12.5K -6,630 -66%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$6.06K -$19.2K -10,216 -76%
WWP
59
WR Wealth Planners
Missouri
$2.26K -$940 -500 -29%
FHA
60
First Horizon Advisors
Tennessee
$1.69K +$1.69K +900 New
Wells Fargo
61
Wells Fargo
California
$519 +$28 +15 +6%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$248 – – –
BWL
63
Bogart Wealth LLC
Virginia
$58 – – –
FGAM
64
Financial Gravity Asset Management
Texas
$8 +$8 +2 New
Group One Trading
65
Group One Trading
Illinois
$2 – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$269K -97,479 Closed
Jane Street
67
Jane Street
New York
– -$250K -90,494 Closed
EGM
68
Engineers Gate Manager
New York
– -$35.7K -12,942 Closed
IA
69
IFP Advisors
Florida
– -$3.53K -124 Closed
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