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Personalis

83 hedge funds and large institutions have $158M invested in Personalis in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more capital invested

Capital invested by funds: $25.7M → $158M (+$132M)

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more funds holding

Funds holding: 6983 (+14)

12.84% more ownership

Funds ownership: 42.27%55.11% (+13%)

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

60% less call options, than puts

Call options by funds: $183K | Put options by funds: $459K

Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
17
Reduced
29
Closed
8
Calls
$183K
Puts
$459K
Net Calls
-$276K
Net Calls Change
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$147K -$252K -61,100 -69%
PCIA
52
Prime Capital Investment Advisors
Kansas
$143K -$4.31K -1,047 -4%
American Century Companies
53
American Century Companies
Missouri
$136K +$104K +25,310 New
Ameriprise
54
Ameriprise
Minnesota
$134K -$16.5K -4,000 -14%
A
55
AJOVista
Massachusetts
$132K +$101K +24,529 New
Charles Schwab
56
Charles Schwab
California
$123K
IC
57
IEQ Capital
California
$118K
GCM
58
Graham Capital Management
Connecticut
$114K +$87.4K +21,222 New
Stifel Financial
59
Stifel Financial
Missouri
$108K -$41.2K -10,000 -33%
JFG
60
Jefferies Financial Group
New York
$104K +$79.9K +19,400 New
Prudential Financial
61
Prudential Financial
New Jersey
$98.7K -$63.4K -15,400 -46%
Squarepoint
62
Squarepoint
New York
$91.6K +$70.1K +17,020 New
PA
63
Parallel Advisors
California
$88.9K
Russell Investments Group
64
Russell Investments Group
United Kingdom
$88.8K -$8.81K -2,140 -11%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$83.6K +$64K +15,533 New
WJWM
66
Williams Jones Wealth Management
New York
$83.4K +$63.8K +15,500 New
IEFM
67
IQ EQ Fund Management
Ireland
$81.3K +$18.5K +4,504 +42%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$80.2K -$84.9K -20,623 -58%
NC
69
nVerses Capital
Florida
$39.8K +$30.5K +7,400 New
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K -$7.81K -1,897 -21%
UBS Group
71
UBS Group
Switzerland
$38.1K -$333K -80,882 -92%
US Bancorp
72
US Bancorp
Minnesota
$24.7K -$2.06K -500 -10%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$20K
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$17.2K -$4.69K -1,138 -26%
Osaic Holdings
75
Osaic Holdings
Arizona
$10.5K

PSNL Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2024, worth a combined $158M — up 514% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSNL positions and 8 closed out — a net gain of 15 holders — while 17 added to existing stakes and 29 trimmed.

The largest buyer was AIGH Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Acadian Asset Management, cutting an estimated $2.26M.

  • 83 institutional investors held Personalis (PSNL) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $158M of Personalis stock for Q3 2024, up 514% quarter-over-quarter.
  • 23 funds opened new Personalis positions in Q3 2024 and 8 closed out, a net change of +15 holders.
  • The largest Personalis buyer in Q3 2024 was AIGH Capital Management, an estimated $16.5M added.
  • The largest Personalis seller in Q3 2024 was Acadian Asset Management, an estimated $2.26M sold.

Based on aggregated 13F filings for Q3 2024.