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Personalis
PSNL

Overview Fund Activity

62 hedge funds and large institutions have $30M invested in Personalis in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
24
Closed
10
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
+$2K

Top Buyers

1
GCP
1
GSA Capital Partners
United Kingdom
$166K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$668K
3
GAA
3
Green Alpha Advisors
Colorado
$154K
4
Millennium Management
4
Millennium Management
New York
$139K
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$35.6K

Top Sellers

1
FAM
1
Fred Alger Management
New York
$0
2
Man Group
2
Man Group
United Kingdom
$129K
3
WSCM
3
Wellington Shields Capital Management
New York
$796K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$16.4K -$25.4K -20,982 -61%
BFA
52
Bragg Financial Advisors
North Carolina
$15.3K – – –
Squarepoint
53
Squarepoint
New York
$14.9K +$14.9K +12,299 New
Osaic Holdings
54
Osaic Holdings
Arizona
$8.11K +$589 +487 +8%
Zurich Cantonal Bank
55
Zurich Cantonal Bank
Switzerland
$6.79K -$575 -475 -8%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$4.49K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$3.79K -$264 -218 -7%
WWP
58
WR Wealth Planners
Missouri
$1.45K – – –
Wells Fargo
59
Wells Fargo
California
$342 +$8 +7 +3%
Comerica Bank
60
Comerica Bank
Texas
$248 +$248 +205 New
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$163 +$4 +3 +2%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$11 +$11 +9 New
Group One Trading
63
Group One Trading
Illinois
$1 – – –
FAM
64
Fred Alger Management
New York
– -$1.1M -584,779 Closed
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
– -$202K -107,358 Closed
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
– -$24.6K -13,072 Closed
BWP
67
BSW Wealth Partners
Colorado
– -$18.9K -10,078 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– -$6.06K -3,221 Closed
FHA
69
First Horizon Advisors
Tennessee
– -$1.69K -900 Closed
BWL
70
Bogart Wealth LLC
Virginia
– -$58 -31 Closed
FGAM
71
Financial Gravity Asset Management
Texas
– -$8 -2 Closed
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