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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.

Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.2%
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
Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$147K -$329K -61,100 -69%
PCIA
52
Prime Capital Investment Advisors
Kansas
$143K -$5.63K -1,047 -4%
American Century Companies
53
American Century Companies
Missouri
$136K +$136K +25,310 New
Ameriprise
54
Ameriprise
Minnesota
$134K -$21.5K -4,000 -14%
A
55
AJOVista
Massachusetts
$132K +$132K +24,529 New
Charles Schwab
56
Charles Schwab
California
$123K
IC
57
IEQ Capital
California
$118K
GCM
58
Graham Capital Management
Connecticut
$114K +$114K +21,222 New
Stifel Financial
59
Stifel Financial
Missouri
$108K -$53.8K -10,000 -33%
JFG
60
Jefferies Financial Group
New York
$104K +$104K +19,400 New
Prudential Financial
61
Prudential Financial
New Jersey
$98.7K -$82.9K -15,400 -46%
Squarepoint
62
Squarepoint
New York
$91.6K +$91.6K +17,020 New
PA
63
Parallel Advisors
California
$88.9K
Russell Investments Group
64
Russell Investments Group
United Kingdom
$88.8K -$11.5K -2,140 -11%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$83.6K +$83.6K +15,533 New
WJWM
66
Williams Jones Wealth Management
New York
$83.4K +$83.4K +15,500 New
IEFM
67
IQ EQ Fund Management
Ireland
$81.3K +$24.2K +4,504 +42%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$80.2K -$111K -20,623 -58%
NC
69
nVerses Capital
Florida
$39.8K +$39.8K +7,400 New
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K -$10.2K -1,897 -21%
UBS Group
71
UBS Group
Switzerland
$38.1K -$435K -80,882 -92%
US Bancorp
72
US Bancorp
Minnesota
$24.7K -$2.69K -500 -10%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$20K
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$17.2K -$6.12K -1,138 -26%
Osaic Holdings
75
Osaic Holdings
Arizona
$10.5K