Personalis
PSNL
78 hedge funds and large institutions have $190M invested in Personalis in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 15 closing their positions.
3,338% more call options, than puts
Call options by funds: $275K | Put options by funds: $8K
278% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 9
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 70 → 78 (+8)
5.14% more ownership
Funds ownership: 50.63% → 55.77% (+5.1%)
18% less capital invested
Capital invested by funds: $231M → $190M (-$41.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSC
Wellington Shields & Co
New York
|
+$4.85M |
| 2 |
BlackRock
New York
|
+$4.4M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$4.22M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$3.4M |
| 5 |
PM
Prosight Management
Dallas,
Texas
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$4.81M |
| 2 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$4.79M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$4.58M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.32M |
| 5 |
HM
HealthCor Management
New York
|
-$4.16M |
PSNL Hedge Fund Activity: Q4 2019 in Review
78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2019, worth a combined $190M — down 18% from $231M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PSNL positions and 15 closed out — a net gain of 8 holders — while 34 added to existing stakes and 9 trimmed.
The largest buyer was Wellington Shields & Co, opening a new position worth an estimated $4.85M. The largest seller was Emerald Advisers, exiting entirely with an estimated $4.81M sold.
- 78 institutional investors held Personalis (PSNL) as of Q4 2019, up from 70 in Q3 2019.
- Funds reported $190M of Personalis stock for Q4 2019, down 18% quarter-over-quarter.
- 23 funds opened new Personalis positions in Q4 2019 and 15 closed out, a net change of +8 holders.
- The largest Personalis buyer in Q4 2019 was Wellington Shields & Co, an estimated $4.85M added.
- The largest Personalis seller in Q4 2019 was Emerald Advisers, an estimated $4.81M sold.
Based on aggregated 13F filings for Q4 2019.