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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
BOTOTLSJU
51
Board of Trustees of The Leland Stanford Junior University
California
$18.5K -$4.33K -3,158 -17%
Bank of America
52
Bank of America
North Carolina
$18.1K -$830 -605 -4%
BCV
53
Banque Cantonale Vaudoise
Switzerland
$18K
H
54
HoyleCohen
California
$18K
FIM
55
Freedom Investment Management
Connecticut
$14.6K +$17.2K +12,502 New
IEFM
56
IQ EQ Fund Management
Ireland
$12.4K +$14.5K +10,599 New
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7K -$14.5K -10,577 -54%
US Bancorp
58
US Bancorp
Minnesota
$5.97K -$5.49K -4,000 -44%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$5.08K -$932 -679 -14%
IAIM
60
International Assets Investment Management
Florida
$4.56K +$5.35K +3,900 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$4.34K
Osaic Holdings
62
Osaic Holdings
Arizona
$2.28K -$2.06K -1,500 -43%
WWP
63
WR Wealth Planners
Missouri
$1.4K
PS
64
Principal Securities
Iowa
$240 -$36 -26 -11%
JP Morgan Chase
65
JP Morgan Chase
New York
$234
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$158
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$128 -$4.26K -3,107 -97%
RWMG
68
Redwood Wealth Management Group
New Jersey
$117 +$137 +100 New
Group One Trading
69
Group One Trading
Illinois
$1
Squarepoint
70
Squarepoint
New York
-$121K -81,542 Closed
HF
71
HRT Financial
New York
-$63K -42,409 Closed
CSS
72
Cubist Systematic Strategies
Connecticut
-$55.1K -36,976 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
-$46.1K -30,962 Closed
VF
74
Virtu Financial
New York
-$41K -27,664 Closed
Wells Fargo
75
Wells Fargo
California
-$457 -307 Closed

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.